PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

54 hedge funds and large institutions have $61.7M invested in Putnam Master Intermediate Income Trust in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
11
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$614K
2
DA
2
Doliver Advisors
Texas
$291K
3
Wells Fargo
3
Wells Fargo
California
$311K
4
LCM
4
Landscape Capital Management
New Jersey
$394K
5
SI
5
Stephens Inc
Arkansas
$165K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$46.3M
2
TSS
2
Two Sigma Securities
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$1.25M
4
PPA
4
Parametric Portfolio Associates
Washington
$755K
5
GC
5
Guggenheim Capital
Illinois
$199K
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
26
Virtu Financial
New York
$93K +$93K +20,020 New
IAMOG
27
Investors Asset Management of Georgia
Georgia
$87K -$14K -3,000 -14%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$78K -$13.9K -2,992 -15%
NL
29
NWAM LLC
Washington
$75K – – –
SRC
30
Shufro Rose & Co
New York
$75K -$85K – –
BKA
31
Brick & Kyle Associates
Pennsylvania
$67K – – –
PHS
32
Pekin Hardy Strauss
Illinois
$65K +$65K +13,950 New
OC
33
Oarsman Capital
Wisconsin
$64K – – –
PAS
34
Partnervest Advisory Services
California
$63K – – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$61K +$61K +12,957 New
PVWM
36
Point View Wealth Management
New Jersey
$50K – – –
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$48K +$48K +10,196 New
AG
38
Advisor Group
Arizona
$30K +$16.2K +3,500 +117%
Citigroup
39
Citigroup
New York
$22K -$330 -69 -1%
AWMS
40
Advocacy Wealth Management Services
Georgia
$21K – – –
APA
41
American Portfolios Advisors
New York
$18.7K – – –
1IA
42
1834 Investment Advisors
Wisconsin
$12K -$12K – –
SPIA
43
Steward Partners Investment Advisory
New York
$11K +$9.08K +1,896 +474%
VIA
44
Vantage Investment Advisors
Pennsylvania
$9K – – –
MFW
45
Mosaic Family Wealth
Missouri
$9K – – –
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$8K – – –
GWM
47
Geneos Wealth Management
Colorado
$8K – – –
SWM
48
SeaCrest Wealth Management
New York
$7K -$20.6K -4,419 -75%
IF
49
Ironwood Financial
Arizona
$7K – – –
CWA
50
Clarus Wealth Advisors
Arizona
$7K +$7K +1,476 New
1
2
3