PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

52 hedge funds and large institutions have $78.2M invested in Putnam Master Intermediate Income Trust in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$3.15M
2
SIA
2
Sit Investment Associates
Minnesota
$35.1M
3
LCM
3
Landscape Capital Management
New Jersey
$1.26M
4
UBS Group
4
UBS Group
Switzerland
$2.37M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$104K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$13.6M
2
1CP
2
1607 Capital Partners
Virginia
$9.41M
3
Invesco
3
Invesco
Georgia
$1.86M
4
RCM
4
Rivernorth Capital Management
Florida
$972K
5
SCM
5
Saba Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
26
Partnervest Advisory Services
California
$77K 17,463 – –
NL
27
NWAM LLC
Washington
$73K 16,598 – –
HCM
28
Hollencrest Capital Management
California
$67K 15,203 – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$66K 15,079 – –
WA
30
WFG Advisors
Texas
$63K 14,266 -751 -5%
BKA
31
Brick & Kyle Associates
Pennsylvania
$63K 14,300 – –
Stifel Financial
32
Stifel Financial
Missouri
$61K 13,823 +880 +7%
PR
33
Payden & Rygel
California
$60K 13,690 – –
OC
34
Oarsman Capital
Wisconsin
$52K 11,882 – –
IH
35
IFC Holdings
Florida
$48K 11,000 – –
FIMG
36
Financial & Investment Management Group
Michigan
$46K 10,355 -14,800 -59%
HNB
37
Huntington National Bank
Ohio
– – – –
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$15K 3,392 +21 +0.6%
KLI
39
Kelman-Lazarov Inc
Tennessee
$15K 3,364 +3,364 New
AIG
40
American International Group
New York
$13K 3,000 -2,500 -45%
Creative Planning
41
Creative Planning
Kansas
$10K 2,241 -4,590 -67%
WA
42
Winfield Associates
Ohio
$9K 2,000 – –
GWM
43
Geneos Wealth Management
Colorado
$9K 2,054 +2,054 New
MFW
44
Mosaic Family Wealth
Missouri
$8K 1,900 – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$7K 1,503 – –
MFS
46
MSI Financial Services
Massachusetts
$7K 1,650 – –
IF
47
Ironwood Financial
Arizona
$7K 1,500 +1,500 New
AAM
48
Advisors Asset Management
Colorado
$4K 887 – –
NFG
49
Next Financial Group
Texas
$2K 617 – –
BlackRock
50
BlackRock
New York
$2K 478 – –
1
2
3