PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

50 hedge funds and large institutions have $53.5M invested in Putnam Master Intermediate Income Trust in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$893K
2
Invesco
2
Invesco
Georgia
$2.75M
3
CWP
3
Capital Wealth Planning
Florida
$130K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$168K
5
CFG
5
Citizens Financial Group
Rhode Island
$76K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$5.47M
2
SIA
2
Sit Investment Associates
Minnesota
$36.6M
3
Bank of America
3
Bank of America
North Carolina
$879K
4
LCM
4
Landscape Capital Management
New Jersey
$467K
5
PPA
5
Parametric Portfolio Associates
Washington
$484K
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
26
Citizens Financial Group
Rhode Island
$76K 16,476 +16,476 New
NL
27
NWAM LLC
Washington
$73K 16,000 -2,500 -14%
OC
28
Oarsman Capital
Wisconsin
$73K 15,900 – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$66K 14,447 -1,465 -9%
GLLW
30
Graves Light Lenhart Wealth
Virginia
$65.6K 14,300 – –
PHS
31
Pekin Hardy Strauss
Illinois
$64K 13,950 – –
PAS
32
Partnervest Advisory Services
California
$62K 13,416 – –
BCA
33
Biltmore Capital Advisors
New Jersey
$60K 13,000 +13,000 New
SRC
34
Shufro Rose & Co
New York
$50K 11,000 – –
PVWM
35
Point View Wealth Management
New Jersey
$49K 10,695 – –
NFG
36
Next Financial Group
Texas
$46K 10,025 +10,025 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$26K 5,742 – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$23K 5,000 – –
Citigroup
39
Citigroup
New York
$21K 4,669 -287 -6%
APA
40
American Portfolios Advisors
New York
$18.4K 4,000 – –
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$18K 4,040 -291 -7%
1IA
42
1834 Investment Advisors
Wisconsin
– – – –
IF
43
Ironwood Financial
Arizona
$7K 1,500 – –
CWA
44
Clarus Wealth Advisors
Arizona
$7K 1,476 – –
TC
45
Truvestments Capital
Florida
$4K 876 – –
SPIA
46
Steward Partners Investment Advisory
New York
$4K 912 +912 New
EIP
47
Ellis Investment Partners
Pennsylvania
$4K 1,023 +1,023 New
BlackRock
48
BlackRock
New York
$2K 478 – –
GWM
49
Geneos Wealth Management
Colorado
$1K 398 – –
FIA
50
FNY Investment Advisers
New York
$1K 243 +30 +14%
1
2
3