PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

48 hedge funds and large institutions have $56.6M invested in Putnam Master Intermediate Income Trust in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
15
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
$7.9M
2
LCM
Landscape Capital Management
New Jersey
$756K
3
Invesco
Invesco
Georgia
$2.57M
4
Morgan Stanley
Morgan Stanley
New York
$714K
5
DAS
Dynamic Advisor Solutions
Arizona
$204K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$37.8M
2
UBS Group
UBS Group
Switzerland
$657K
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
$148K
4
PPA
Parametric Portfolio Associates
Washington
$633K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$72K +$2.58K +570 +4%
OC
27
Oarsman Capital
Wisconsin
$72K +$4.98K +1,100 +7%
GLLW
28
Graves Light Lenhart Wealth
Virginia
$64.9K – – –
PHS
29
Pekin Hardy Strauss
Illinois
$63K – – –
PAS
30
Partnervest Advisory Services
California
$61K – – –
SRC
31
Shufro Rose & Co
New York
$50K -$13.6K -3,000 -21%
PVWM
32
Point View Wealth Management
New Jersey
$49K – – –
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$26K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$23K – – –
Citigroup
35
Citigroup
New York
$22K +$1.43K +323 +7%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$20K +$3.85K +834 +24%
APA
37
American Portfolios Advisors
New York
$18.2K – – –
FHB
38
First Hawaiian Bank
Hawaii
$11K – – –
1IA
39
1834 Investment Advisors
Wisconsin
$11K -$11K – –
MFW
40
Mosaic Family Wealth
Missouri
$9K – – –
CWA
41
Clarus Wealth Advisors
Arizona
$7K – – –
IF
42
Ironwood Financial
Arizona
$7K – – –
SWM
43
SeaCrest Wealth Management
New York
$7K – – –
SHIM
44
Stone House Investment Management
Pennsylvania
$5K +$5K +1,040 New
TC
45
Truvestments Capital
Florida
$4K +$4K +876 New
BlackRock
46
BlackRock
New York
$2K – – –
GWM
47
Geneos Wealth Management
Colorado
$1K – – –
PCIA
48
Prime Capital Investment Advisors
Kansas
$1K +$1K +255 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$59K -13,916 Closed
BKA
50
Brick & Kyle Associates
Pennsylvania
– -$53K -12,500 Closed
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2
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