PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

47 hedge funds and large institutions have $60.4M invested in Putnam Master Intermediate Income Trust in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
47
Holders Change
-4
Holders Change %
-7.84%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$45.2M
2
Bank of America
2
Bank of America
North Carolina
$1.37M
3
RJA
3
Raymond James & Associates
Florida
$298K
4
VF
4
Virtu Financial
New York
$75K
5
LCM
5
Landscape Capital Management
New Jersey
$245K

Top Sellers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$59K
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$560K
4
UBS Group
4
UBS Group
Switzerland
$2.27M
5
Invesco
5
Invesco
Georgia
$2.53M
Name Market Value Shares Shares
Change 		Shares
Change %
BKA
26
Brick & Kyle Associates
Pennsylvania
$68K 14,300 – –
PAS
27
Partnervest Advisory Services
California
$63K 13,416 – –
AWMS
28
Advocacy Wealth Management Services
Georgia
$59K 12,462 -1,017,869 -99%
OC
29
Oarsman Capital
Wisconsin
$56K 11,882 – –
Stifel Financial
30
Stifel Financial
Missouri
$54K 11,237 – –
PVWM
31
Point View Wealth Management
New Jersey
$51K 10,695 – –
PAG
32
Pinnacle Advisory Group
Maryland
$50K 10,520 – –
IA
33
IFP Advisors
Florida
$22K 4,644 – –
Citigroup
34
Citigroup
New York
$22K 4,690 +3,979 +560%
AG
35
Advisor Group
Arizona
$14K 3,000 -100 -3%
MFW
36
Mosaic Family Wealth
Missouri
$9K 1,900 – –
WA
37
Winfield Associates
Ohio
$9K 2,000 – –
SFSIG
38
San Francisco Sentry Investment Group
California
– – – –
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$9K 2,085 +88 +4%
GWM
40
Geneos Wealth Management
Colorado
$8K 1,860 – –
IF
41
Ironwood Financial
Arizona
$7K 1,500 – –
US Bancorp
42
US Bancorp
Minnesota
$5K 988 – –
NFG
43
Next Financial Group
Texas
$3K 617 – –
PCM
44
Penserra Capital Management
California
$3K 756 +756 New
BlackRock
45
BlackRock
New York
$2K 478 – –
RE
46
RBC Europe
United Kingdom
$1.38K 292 +292 New
SPIA
47
Steward Partners Investment Advisory
New York
$1K 400 – –
SG Americas Securities
48
SG Americas Securities
New York
– – -58,277 Closed
SCM
49
Sterneck Capital Management
Missouri
– – -13,984 Closed
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
– – -6,375 Closed
1
2
3