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PIM

Franklin Master Intermediate Income Trust
PIM

55 hedge funds and large institutions have $65.6M invested in Franklin Master Intermediate Income Trust in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

17% more funds holding

Funds holding: 47 → 55 (+8)

9% more capital invested

Capital invested by funds: $60.4M → $65.6M (+$5.19M)

1.7% more ownership

Funds ownership: 22.28% → 23.98% (+1.7%)

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
15
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.59M
2
Bank of America
Bank of America
North Carolina
+$285K
3
PPA
Parametric Portfolio Associates
Washington
+$167K
4
LCM
Landscape Capital Management
New Jersey
+$161K
5
Squarepoint
Squarepoint
New York
+$83.1K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$595K
2
GC
Guggenheim Capital
Illinois
-$237K
3
Stifel Financial
Stifel Financial
Missouri
-$54K
4
AWMS
Advocacy Wealth Management Services
Georgia
-$33K
5
IA
IFP Advisors
Florida
-$22K
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
26
NWAM LLC
Washington
$76K – – –
VF
27
Virtu Financial
New York
$76K +$346 +73 +0.5%
LPL Financial
28
LPL Financial
California
$75K +$74.7K +15,739 New
SI
29
SII Investments
Wisconsin
$70K +$69.4K +14,627 New
BKA
30
Brick & Kyle Associates
Pennsylvania
$68K – – –
PAS
31
Partnervest Advisory Services
California
$64K – – –
OC
32
Oarsman Capital
Wisconsin
$62K +$5.7K +1,200 +10%
Citadel Advisors
33
Citadel Advisors
Florida
$53K +$52.6K +11,080 New
PVWM
34
Point View Wealth Management
New Jersey
$51K – – –
PAG
35
Pinnacle Advisory Group
Maryland
$50K – – –
TSS
36
Two Sigma Securities
New York
$49K +$49K +10,331 New
MOS
37
MGO One Seven
Ohio
$39K +$39.3K +8,270 New
SWM
38
SeaCrest Wealth Management
New York
$32K +$31.4K +6,622 New
AWMS
39
Advocacy Wealth Management Services
Georgia
$26K -$33K -6,962 -56%
Citigroup
40
Citigroup
New York
$22K -$47 -10 -0.2%
APA
41
American Portfolios Advisors
New York
$19.1K +$19K +4,000 New
AG
42
Advisor Group
Arizona
$14K – – –
1IA
43
1834 Investment Advisors
Wisconsin
$12K – – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$10K – – –
WA
45
Winfield Associates
Ohio
$10K – – –
MFW
46
Mosaic Family Wealth
Missouri
$9K – – –
SFSIG
47
San Francisco Sentry Investment Group
California
$9K – – –
GWM
48
Geneos Wealth Management
Colorado
$8K – – –
VIA
49
Vantage Investment Advisors
Pennsylvania
$8K +$2.37K +500 New
IF
50
Ironwood Financial
Arizona
$7K – – –
1
2
3

PIM Hedge Fund Activity: Q4 2017 in Review

55 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q4 2017, worth a combined $65.6M — up 8.6% from $60.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PIM positions and 4 closed out — a net gain of 8 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.59M. The largest seller was UBS Group, cutting an estimated $595K.

  • 55 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q4 2017, up from 47 in Q3 2017.
  • Funds reported $65.6M of Franklin Master Intermediate Income Trust stock for Q4 2017, up 8.6% quarter-over-quarter.
  • 12 funds opened new Franklin Master Intermediate Income Trust positions in Q4 2017 and 4 closed out, a net change of +8 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q4 2017 was Sit Investment Associates, an estimated $3.59M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q4 2017 was UBS Group, an estimated $595K sold.

Based on aggregated 13F filings for Q4 2017.