PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

50 hedge funds and large institutions have $71.3M invested in Putnam Master Intermediate Income Trust in 2016 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.36M
2
LCM
2
Landscape Capital Management
New Jersey
$1.81M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$8.25M
4
Bank of America
4
Bank of America
North Carolina
$1.02M
5
GC
5
Guggenheim Capital
Illinois
$402K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$6.69M
2
LCM
2
Laurion Capital Management
New York
$0
3
SIA
3
Sit Investment Associates
Minnesota
$40M
4
OC
4
Oarsman Capital
Wisconsin
$0
5
SCM
5
Sterneck Capital Management
Missouri
$727K
Name Market Value Shares Shares
Change 		Shares
Change %
Squarepoint
26
Squarepoint
New York
$73K 15,800 +15,800 New
BKA
27
Brick & Kyle Associates
Pennsylvania
$66K 14,300 – –
PR
28
Payden & Rygel
California
$63K 13,690 – –
PAS
29
Partnervest Advisory Services
California
$62K 13,416 – –
WA
30
WFG Advisors
Texas
$62K 13,360 +36 +0.3%
IH
31
IFC Holdings
Florida
$53K 11,500 +500 +5%
Stifel Financial
32
Stifel Financial
Missouri
$52K 11,237 -5,000 -31%
IA
33
IFP Advisors
Florida
$26K 5,704 – –
AG
34
Advisor Group
Arizona
$14K 3,000 – –
Creative Planning
35
Creative Planning
Kansas
$12K 2,547 +1,076 +73%
WA
36
Winfield Associates
Ohio
$9K 2,000 – –
MFW
37
Mosaic Family Wealth
Missouri
$9K 1,900 – –
GWM
38
Geneos Wealth Management
Colorado
$8K 1,860 -194 -9%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$7K 1,503 – –
IF
40
Ironwood Financial
Arizona
$7K 1,500 – –
SFS
41
Sowell Financial Services
Arkansas
$7K 1,476 +1,476 New
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$7K 1,500 +1,500 New
MFS
43
MSI Financial Services
Massachusetts
$6K 1,400 -250 -15%
AAM
44
Advisors Asset Management
Colorado
$4K 859 – –
Citigroup
45
Citigroup
New York
$3K 635 -16 -2%
NFG
46
Next Financial Group
Texas
$3K 617 – –
SEI Investments
47
SEI Investments
Pennsylvania
$2K 418 – –
BlackRock
48
BlackRock
New York
$2K 478 – –
SPIA
49
Steward Partners Investment Advisory
New York
$1K 400 +400 New
LCM
50
Laurion Capital Management
New York
– – -92,523 Closed
1
2
3