PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

54 hedge funds and large institutions have $62.8M invested in Putnam Master Intermediate Income Trust in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 10 closing their positions.

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
15
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$17.7M
2
SCM
2
Saba Capital Management
New York
$5.46M
3
1CP
3
1607 Capital Partners
Virginia
$8.7M
4
Wells Fargo
4
Wells Fargo
California
$10.3M
5
RCM
5
Rivernorth Capital Management
Florida
$3.16M

Top Sellers

1
FAAS
1
First Allied Advisory Services
California
$138K
2
FAAM
2
First Allied Asset Management
California
$0
3
FIMG
3
Financial & Investment Management Group
Michigan
$369K
4
NCM
4
Newgate Capital Management
Connecticut
$0
5
DA
5
Doliver Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$158K 31,329 +3,740 +14%
WA
27
WealthTrust Axiom
Pennsylvania
$146K 29,000 -1,500 -5%
FAAS
28
First Allied Advisory Services
California
$138K 27,829 -1,441,050 -98%
VKH
29
Virtu KCG Holdings
New York
$136K 26,925 -6,794 -20%
US Bancorp
30
US Bancorp
Minnesota
$86K 17,000 – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$79K 15,628 +385 +3%
HCM
32
Hollencrest Capital Management
California
$79K 15,734 +15,734 New
OC
33
Oarsman Capital
Wisconsin
$74K 14,753 +16 +0.1%
SKK
34
Shepherd Kaplan Krochuk
Massachusetts
$70K 13,920 – –
PR
35
Payden & Rygel
California
$69K 13,690 – –
PAS
36
Partnervest Advisory Services
California
$68K 13,416 +13,416 New
CWM
37
Concert Wealth Management
California
$58K 11,500 – –
CAN
38
Cetera Advisor Networks
California
$55K 11,005 – –
WA
39
WFG Advisors
Texas
$38K 7,558 +120 +2%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$38K 7,574 +7,000 +1,220%
WA
41
Winfield Associates
Ohio
$30K 6,000 +6,000 New
SSB
42
Sandy Spring Bank
Maryland
$25K 5,000 – –
HCM
43
Horrell Capital Management
Arkansas
$17K 3,000 – –
HNB
44
Huntington National Bank
Ohio
– – – –
AIG
45
American International Group
New York
$12.6K 2,500 – –
DBT
46
Dubuque Bank & Trust
Iowa
$10K 1,900 +1,900 New
PWAG
47
Polaris Wealth Advisory Group
California
$10K 1,975 +1,975 New
Creative Planning
48
Creative Planning
Kansas
$7K 1,471 – –
MFS
49
MSI Financial Services
Massachusetts
$7K 1,316 – –
AAM
50
Advisors Asset Management
Colorado
$6K 1,129 -21 -2%
1
2
3