PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

55 hedge funds and large institutions have $65.6M invested in Putnam 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
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

1
SIA
1
Sit Investment Associates
Minnesota
$49.2M
2
Bank of America
2
Bank of America
North Carolina
$1.67M
3
PPA
3
Parametric Portfolio Associates
Washington
$1.28M
4
LCM
4
Landscape Capital Management
New Jersey
$409K
5
Squarepoint
5
Squarepoint
New York
$83K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.69M
2
GC
2
Guggenheim Capital
Illinois
$489K
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$26K
5
IA
5
IFP Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
26
NWAM LLC
Washington
$76K – – –
VF
27
Virtu Financial
New York
$76K +$348 +73 +0.5%
LPL Financial
28
LPL Financial
California
$75K +$75K +15,739 New
SI
29
SII Investments
Wisconsin
$70K +$70K +14,627 New
BKA
30
Brick & Kyle Associates
Pennsylvania
$68K – – –
PAS
31
Partnervest Advisory Services
California
$64K – – –
OC
32
Oarsman Capital
Wisconsin
$62K +$5.69K +1,200 +10%
Citadel Advisors
33
Citadel Advisors
Florida
$53K +$53K +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 +$39K +8,270 New
SWM
38
SeaCrest Wealth Management
New York
$32K +$32K +6,622 New
AWMS
39
Advocacy Wealth Management Services
Georgia
$26K -$32.9K -6,962 -56%
Citigroup
40
Citigroup
New York
$22K -$47 -10 -0.2%
APA
41
American Portfolios Advisors
New York
$19.1K +$19.1K +4,000 New
AG
42
Advisor Group
Arizona
$14K – – –
1IA
43
1834 Investment Advisors
Wisconsin
$12K – – –
WA
44
Winfield Associates
Ohio
$10K – – –
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$10K – – –
MFW
46
Mosaic Family Wealth
Missouri
$9K – – –
SFSIG
47
San Francisco Sentry Investment Group
California
$9K -$9K – –
GWM
48
Geneos Wealth Management
Colorado
$8K – – –
VIA
49
Vantage Investment Advisors
Pennsylvania
$8K +$8K +500 New
IF
50
Ironwood Financial
Arizona
$7K – – –
1
2
3