PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

55 hedge funds and large institutions have $68.1M invested in Putnam Master Intermediate Income Trust in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$42.3M
2
LCM
2
Landscape Capital Management
New Jersey
$2.44M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$941K
4
Invesco
4
Invesco
Georgia
$2.82M
5
Morgan Stanley
5
Morgan Stanley
New York
$586K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$0
2
Wells Fargo
2
Wells Fargo
California
$1.27M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$7.84M
4
SCM
4
Sterneck Capital Management
Missouri
$416K
5
DA
5
Doliver Advisors
Texas
$83K
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
26
NWAM LLC
Washington
$78K – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$71K -$4.71K -1,000 -6%
BKA
28
Brick & Kyle Associates
Pennsylvania
$67K – – –
Ameriprise
29
Ameriprise
Minnesota
$65K +$65K +13,810 New
PR
30
Payden & Rygel
California
$64K – – –
PAS
31
Partnervest Advisory Services
California
$63K – – –
OC
32
Oarsman Capital
Wisconsin
$56K +$56K +11,882 New
IH
33
IFC Holdings
Florida
$54K +$38 +8 +0.1%
PTC
34
Philadelphia Trust Company
Pennsylvania
$53K +$53K +11,300 New
Stifel Financial
35
Stifel Financial
Missouri
$52K – – –
Millennium Management
36
Millennium Management
New York
$51K +$51K +10,974 New
PVWM
37
Point View Wealth Management
New Jersey
$50K +$50K +10,695 New
PAG
38
Pinnacle Advisory Group
Maryland
$49K +$49K +10,520 New
WA
39
WFG Advisors
Texas
$44K -$18.8K -4,001 -30%
IA
40
IFP Advisors
Florida
$27K – – –
AG
41
Advisor Group
Arizona
$14K – – –
WA
42
Winfield Associates
Ohio
$9K – – –
MFW
43
Mosaic Family Wealth
Missouri
$9K – – –
US Bancorp
44
US Bancorp
Minnesota
$9K +$9K +1,976 New
GWM
45
Geneos Wealth Management
Colorado
$8K – – –
IF
46
Ironwood Financial
Arizona
$7K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$7K – – –
Creative Planning
48
Creative Planning
Kansas
$4K -$7.15K -1,633 -64%
AAM
49
Advisors Asset Management
Colorado
$4K -$195 -40 -5%
NFG
50
Next Financial Group
Texas
$3K – – –
1
2
3