PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

52 hedge funds and large institutions have $56.6M invested in Putnam Master Intermediate Income Trust in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 12 closing their positions.

Holders
52
Holders Change
-6
Holders Change %
-10.34%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$6.95M
2
CCP
2
Clough Capital Partners
Massachusetts
$129K
3
MOS
3
MGO One Seven
Ohio
$27K
4
LCM
4
Landscape Capital Management
New Jersey
$493K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$131K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$38M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$403K
4
Invesco
4
Invesco
Georgia
$2.25M
5
SI
5
Stephens Inc
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$78K -$27.9K -6,500 -26%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$65K -$10.1K -2,375 -13%
OC
28
Oarsman Capital
Wisconsin
$63K – – –
GLLW
29
Graves Light Lenhart Wealth
Virginia
$61K +$61K +14,300 New
SRC
30
Shufro Rose & Co
New York
$60K – – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$59K -$44.3K -10,447 -43%
PHS
32
Pekin Hardy Strauss
Illinois
$59K – – –
PAS
33
Partnervest Advisory Services
California
$57K – – –
BKA
34
Brick & Kyle Associates
Pennsylvania
$53K +$53K +12,500 New
PVWM
35
Point View Wealth Management
New Jersey
$45K – – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$43K – – –
AWMS
37
Advocacy Wealth Management Services
Georgia
$34K +$8.5K +2,000 +33%
MOS
38
MGO One Seven
Ohio
$27K +$27K +6,506 New
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$24K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$21K – – –
Citigroup
41
Citigroup
New York
$20K -$19.2K -4,458 -49%
APA
42
American Portfolios Advisors
New York
$17K – – –
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$15K +$6.73K +1,568 +81%
1IA
44
1834 Investment Advisors
Wisconsin
$11K -$11K – –
FHB
45
First Hawaiian Bank
Hawaii
$10K – – –
MFW
46
Mosaic Family Wealth
Missouri
$8K – – –
IF
47
Ironwood Financial
Arizona
$6K – – –
CWA
48
Clarus Wealth Advisors
Arizona
$6K – – –
SWM
49
SeaCrest Wealth Management
New York
$6K – – –
BlackRock
50
BlackRock
New York
$2K – – –
1
2
3