PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

58 hedge funds and large institutions have $57.6M invested in Putnam Master Intermediate Income Trust in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
21
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$1.29M
2
Invesco
2
Invesco
Georgia
$2.63M
3
LCM
3
Landscape Capital Management
New Jersey
$498K
4
TSS
4
Two Sigma Securities
New York
$97K
5
AG
5
Advisor Group
Arizona
$111K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
SIA
2
Sit Investment Associates
Minnesota
$43.6M
3
GC
3
Guggenheim Capital
Illinois
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
DA
5
Doliver Advisors
Texas
$162K
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
26
NWAM LLC
Washington
$95K +$22.6K +5,000 +31%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$90K -$21.2K -4,685 -19%
IAMOG
28
Investors Asset Management of Georgia
Georgia
$84K – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$80K +$4.22K +934 +6%
OC
30
Oarsman Capital
Wisconsin
$67K +$4.53K +1,000 +7%
PHS
31
Pekin Hardy Strauss
Illinois
$63K – – –
SRC
32
Shufro Rose & Co
New York
$63K +$63K +14,000 New
PAS
33
Partnervest Advisory Services
California
$61K – – –
PVWM
34
Point View Wealth Management
New Jersey
$48K – – –
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$46K – – –
Citigroup
36
Citigroup
New York
$41K +$20.3K +4,496 +98%
AWMS
37
Advocacy Wealth Management Services
Georgia
$27K +$6.75K +1,500 +33%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$26K +$19.8K +4,362 +316%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$23K +$23K +5,000 New
APA
40
American Portfolios Advisors
New York
$18.1K – – –
1IA
41
1834 Investment Advisors
Wisconsin
$11K -$12K – –
FHB
42
First Hawaiian Bank
Hawaii
$11K +$11K +2,390 New
VIA
43
Vantage Investment Advisors
Pennsylvania
$10K – – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$9K +$205 +44 +2%
MFW
45
Mosaic Family Wealth
Missouri
$8K – – –
GWM
46
Geneos Wealth Management
Colorado
$8K – – –
IF
47
Ironwood Financial
Arizona
$7K – – –
SWM
48
SeaCrest Wealth Management
New York
$7K – – –
CWA
49
Clarus Wealth Advisors
Arizona
$7K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$4K -$6.39K -1,412 -61%
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