PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

49 hedge funds and large institutions have $63.6M invested in Putnam Master Intermediate Income Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-6
Holders Change %
-10.91%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$672K
2
TSS
Two Sigma Securities
New York
+$139K
3
DAS
Dynamic Advisor Solutions
Arizona
+$114K
4
DA
Doliver Advisors
Texas
+$69K
5
Invesco
Invesco
Georgia
+$55.7K

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
-$349K
2
UBS Group
UBS Group
Switzerland
-$253K
3
Bank of America
Bank of America
North Carolina
-$218K
4
Deutsche Bank
Deutsche Bank
Germany
-$200K
5
GC
Guggenheim Capital
Illinois
-$175K
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
26
NWAM LLC
Washington
$75K – – –
DA
27
Doliver Advisors
Texas
$69K +$69K +14,625 New
BKA
28
Brick & Kyle Associates
Pennsylvania
$67K – – –
OC
29
Oarsman Capital
Wisconsin
$65K +$3.38K +718 +5%
PAS
30
Partnervest Advisory Services
California
$63K – – –
PVWM
31
Point View Wealth Management
New Jersey
$50K – – –
PAG
32
Pinnacle Advisory Group
Maryland
$49K – – –
MOS
33
MGO One Seven
Ohio
$32K -$7.08K -1,498 -18%
SWM
34
SeaCrest Wealth Management
New York
$28K -$3.31K -700 -11%
Citigroup
35
Citigroup
New York
$22K -$75 -16 -0.3%
AWMS
36
Advocacy Wealth Management Services
Georgia
$21K -$4.67K -1,000 -18%
APA
37
American Portfolios Advisors
New York
$18.8K – – –
AG
38
Advisor Group
Arizona
$14K – – –
1IA
39
1834 Investment Advisors
Wisconsin
$12K -$12K – –
CTC
40
Central Trust Company
Missouri
$10K +$10K +2,080 New
MFW
41
Mosaic Family Wealth
Missouri
$9K – – –
VIA
42
Vantage Investment Advisors
Pennsylvania
$9K – – –
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$8K -$849 -200 -10%
GWM
44
Geneos Wealth Management
Colorado
$8K – – –
IF
45
Ironwood Financial
Arizona
$7K – – –
US Bancorp
46
US Bancorp
Minnesota
$5K – – –
BlackRock
47
BlackRock
New York
$2K – – –
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$2K +$2K +407 New
SPIA
49
Steward Partners Investment Advisory
New York
$1K – – –
WCM
50
Whitener Capital Management
North Carolina
$1K +$1K +290 New
1
2
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