PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

51 hedge funds and large institutions have $65.9M invested in Putnam Master Intermediate Income Trust in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$7.28M
2
SIA
2
Sit Investment Associates
Minnesota
$38.6M
3
LCM
3
Laurion Capital Management
New York
$409K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$468K
5
GC
5
Guggenheim Capital
Illinois
$168K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.33M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29K
3
1CP
3
1607 Capital Partners
Virginia
$6.94M
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
UBS Group
5
UBS Group
Switzerland
$2.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$71K 16,237 +4,407 +37%
BKA
27
Brick & Kyle Associates
Pennsylvania
$63K 14,300 – –
PR
28
Payden & Rygel
California
$61K 13,690 – –
PAS
29
Partnervest Advisory Services
California
$59K 13,416 -4,047 -23%
WA
30
WFG Advisors
Texas
$59K 13,324 – –
OC
31
Oarsman Capital
Wisconsin
$53K 11,882 – –
IH
32
IFC Holdings
Florida
$49K 11,000 – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$29K 6,472 -516,623 -99%
IA
34
IFP Advisors
Florida
$25K 5,704 – –
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$15K 3,435 +22 +0.6%
KLI
36
Kelman-Lazarov Inc
Tennessee
$14.9K 3,364 – –
AG
37
Advisor Group
Arizona
$13K 3,000 – –
WA
38
Winfield Associates
Ohio
$9K 2,000 – –
GWM
39
Geneos Wealth Management
Colorado
$9K 2,054 – –
MFW
40
Mosaic Family Wealth
Missouri
$8K 1,900 – –
MFS
41
MSI Financial Services
Massachusetts
$7K 1,650 – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$7K 1,503 – –
Creative Planning
43
Creative Planning
Kansas
$7K 1,471 – –
IF
44
Ironwood Financial
Arizona
$7K 1,500 – –
AAM
45
Advisors Asset Management
Colorado
$4K 859 -28 -3%
NFG
46
Next Financial Group
Texas
$3K 617 – –
Citigroup
47
Citigroup
New York
$3K 651 +58 +10%
BlackRock
48
BlackRock
New York
$2K 478 – –
SEI Investments
49
SEI Investments
Pennsylvania
$2K 418 +418 New
CHP
50
Cable Hill Partners
Oregon
$1K 148 +148 New
1
2
3