PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

53 hedge funds and large institutions have $70.6M invested in Putnam Master Intermediate Income Trust in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$37.2M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$5.06M
3
Invesco
3
Invesco
Georgia
$2.33M
4
LCM
4
Laurion Capital Management
New York
$156K
5
DA
5
Doliver Advisors
Texas
$151K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.64M
2
PPA
2
Parametric Portfolio Associates
Washington
$0
3
COLIM
3
City of London Investment Management
United Kingdom
$0
4
RCM
4
Rivernorth Capital Management
Florida
$682K
5
1CP
5
1607 Capital Partners
Virginia
$8.99M
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
26
Partnervest Advisory Services
California
$76K 17,463 – –
NL
27
NWAM LLC
Washington
$72K 16,598 – –
HCM
28
Hollencrest Capital Management
California
$66K 15,203 – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$65K 15,079 – –
BKA
30
Brick & Kyle Associates
Pennsylvania
$62K 14,300 – –
PR
31
Payden & Rygel
California
$59K 13,690 – –
WA
32
WFG Advisors
Texas
$58K 13,324 -942 -7%
Stifel Financial
33
Stifel Financial
Missouri
$51K 11,830 -1,993 -14%
OC
34
Oarsman Capital
Wisconsin
$51K 11,882 – –
IH
35
IFC Holdings
Florida
$48K 11,000 – –
FIMG
36
Financial & Investment Management Group
Michigan
$45K 10,355 – –
IA
37
IFP Advisors
Florida
$25K 5,704 +5,704 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$15K 3,413 +21 +0.6%
KLI
39
Kelman-Lazarov Inc
Tennessee
$14.7K 3,364 – –
AG
40
Advisor Group
Arizona
$12K 3,000 +3,000 New
MFW
41
Mosaic Family Wealth
Missouri
$9K 1,900 – –
WA
42
Winfield Associates
Ohio
$9K 2,000 – –
GWM
43
Geneos Wealth Management
Colorado
$8K 2,054 – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$7K 1,503 – –
MFS
45
MSI Financial Services
Massachusetts
$7K 1,650 – –
Creative Planning
46
Creative Planning
Kansas
$6K 1,471 -770 -34%
IF
47
Ironwood Financial
Arizona
$6K 1,500 – –
AAM
48
Advisors Asset Management
Colorado
$4K 887 – –
Citigroup
49
Citigroup
New York
$3K 593 -22,692 -97%
PCM
50
Penserra Capital Management
California
$3K 605 – –
1
2
3