PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

54 hedge funds and large institutions have $53.6M invested in Putnam Master Intermediate Income Trust in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$40.5M
2
TA
2
TCG Advisors
Texas
$2.21M
3
Wells Fargo
3
Wells Fargo
California
$589K
4
PPA
4
Parametric Portfolio Associates
Washington
$647K
5
AGM
5
Alpine Global Management
New York
$110K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$0
2
Invesco
2
Invesco
Georgia
$2.14M
3
LCM
3
Landscape Capital Management
New Jersey
$126K
4
Bank of America
4
Bank of America
North Carolina
$565K
5
PM
5
Penbrook Management
New York
$640K
Name Market Value Shares Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$83K 18,147 – –
NFG
27
Next Financial Group
Texas
$79K 17,125 +7,100 +71%
CFG
28
Citizens Financial Group
Rhode Island
$76K 16,476 – –
OC
29
Oarsman Capital
Wisconsin
$73K 15,900 – –
NL
30
NWAM LLC
Washington
$73K 16,000 – –
GLLW
31
Graves Light Lenhart Wealth
Virginia
$67K 14,300 – –
PHS
32
Pekin Hardy Strauss
Illinois
$64K 13,950 – –
HF
33
HRT Financial
New York
$64K 13,946 +13,946 New
PAS
34
Partnervest Advisory Services
California
$62K 13,416 – –
LPL Financial
35
LPL Financial
California
$61K 13,276 -12,615 -49%
BCA
36
Biltmore Capital Advisors
New Jersey
$60K 13,000 – –
Jane Street
37
Jane Street
New York
$52K 11,329 +11,329 New
SRC
38
Shufro Rose & Co
New York
$50K 11,000 – –
PVWM
39
Point View Wealth Management
New Jersey
$49K 10,695 – –
Millennium Management
40
Millennium Management
New York
$48K 10,535 +10,535 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$26K 5,742 – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$23K 5,000 – –
APA
43
American Portfolios Advisors
New York
$18.4K 4,000 – –
Citigroup
44
Citigroup
New York
$17K 3,809 -860 -18%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$12K 2,722 -1,318 -33%
1IA
46
1834 Investment Advisors
Wisconsin
$11K 2,500 +2,500 New
IF
47
Ironwood Financial
Arizona
$7K 1,500 – –
TC
48
Truvestments Capital
Florida
$4K 876 – –
SPIA
49
Steward Partners Investment Advisory
New York
$4K 922 +10 +1%
RCAG
50
Rehmann Capital Advisory Group
Michigan
$2.78K 604 +604 New
1
2
3