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PIM

Franklin Master Intermediate Income Trust
PIM

59 hedge funds and large institutions have $88.2M invested in Franklin Master Intermediate Income Trust in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0.5% more ownership

Funds ownership: 55.32% → 55.81% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $89.3M → $88.2M (-$1.14M)

2% less funds holding

Funds holding: 60 → 59 (-1)

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
21
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAM
PVG Asset Management
Colorado
+$2.45M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$120K
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$108K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$95.3K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$81.3K

Top Sellers

1
SF
Summit Financial
New Jersey
-$1.98M
2
NA
NewEdge Advisors
Louisiana
-$86.9K
3
SIA
Sit Investment Associates
Minnesota
-$59.1K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$46.8K
5
LCM
Landscape Capital Management
New Jersey
-$45.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$120K +$120K +36,600 New
WCG
27
Weaver Consulting Group
California
$105K -$32.8K -10,000 -24%
Osaic Holdings
28
Osaic Holdings
Arizona
$99.8K +$14.5K +4,439 +17%
MYIA
29
Mount Yale Investment Advisors
Colorado
$90.6K – – –
VAS
30
Vestmark Advisory Solutions
Massachusetts
$90.6K – – –
IAS
31
Integrity Advisory Solutions
Texas
$86.8K +$15.2K +4,633 +21%
UBS Group
32
UBS Group
Switzerland
$86.3K +$10.5K +3,196 +14%
SWP
33
Stratos Wealth Partners
Ohio
$82.8K +$15.2K +4,650 +23%
BTI
34
Blue Trust Inc
Georgia
$82.6K – – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$81.1K +$81.3K +24,798 New
Stifel Financial
36
Stifel Financial
Missouri
$69.7K +$14.7K +4,474 +27%
VAG
37
VisionPoint Advisory Group
Texas
$69.3K +$203 +62 +0.3%
AI
38
Atria Investments
North Carolina
$66K +$13.4K +4,092 +25%
Citadel Advisors
39
Citadel Advisors
Florida
$61.2K +$61.3K +18,710 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$56K – – –
NFC
41
Northstar Financial Companies
Pennsylvania
$48.9K +$49K +14,945 New
GLLW
42
Graves Light Lenhart Wealth
Virginia
$46.8K – – –
WP
43
WealthShield Partners
North Carolina
$42.5K – – –
SRC
44
Shufro Rose & Co
New York
$36K – – –
KFI
45
Key Financial Inc
Pennsylvania
$31.1K – – –
GWSA
46
Global Wealth Strategies & Associates
Colorado
$30.1K – – –
IA
47
IFG Advisory
Georgia
$27.8K +$27.9K +8,500 New
MCM
48
MAI Capital Management
Ohio
$19.6K – – –
Wells Fargo
49
Wells Fargo
California
$17.4K +$2.29K +700 +15%
RIL
50
Rothschild Investment LLC
Illinois
$16K – – –
1
2
3

PIM Hedge Fund Activity: Q1 2026 in Review

59 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q1 2026, worth a combined $88.2M — down 1.3% from $89.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PIM positions and 6 closed out — a net gain of 1 holder — while 21 added to existing stakes and 6 trimmed.

The largest buyer was PVG Asset Management, adding an estimated $2.45M. The largest seller was Summit Financial, exiting entirely with an estimated $1.98M sold.

  • 59 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q1 2026, down from 60 in Q4 2025.
  • Funds reported $88.2M of Franklin Master Intermediate Income Trust stock for Q1 2026, down 1.3% quarter-over-quarter.
  • 7 funds opened new Franklin Master Intermediate Income Trust positions in Q1 2026 and 6 closed out, a net change of +1 holder.
  • The largest Franklin Master Intermediate Income Trust buyer in Q1 2026 was PVG Asset Management, an estimated $2.45M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q1 2026 was Summit Financial, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2026.