PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

49 hedge funds and large institutions have $54.8M invested in Putnam Master Intermediate Income Trust in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
15
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
1
TCG Advisors
Texas
$2.55M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$357K
3
BS
3
Boenning & Scattergood
Pennsylvania
$95K
4
Invesco
4
Invesco
Georgia
$2.29M
5
CWM
5
Concentric Wealth Management
California
$60K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$41.4M
2
SFS
2
Shaker Financial Services
Virginia
$683K
3
PPA
3
Parametric Portfolio Associates
Washington
$402K
4
Bank of America
4
Bank of America
North Carolina
$418K
5
CWP
5
Capital Wealth Planning
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
26
Citizens Financial Group
Rhode Island
$78K – – –
NL
27
NWAM LLC
Washington
$76K – – –
OC
28
Oarsman Capital
Wisconsin
$75K – – –
GLLW
29
Graves Light Lenhart Wealth
Virginia
$68K – – –
PHS
30
Pekin Hardy Strauss
Illinois
$66K – – –
PAS
31
Partnervest Advisory Services
California
$64K – – –
LPL Financial
32
LPL Financial
California
$63K +$57 +12 +0.1%
9WM
33
9258 Wealth Management
Ohio
$60K -$28.6K -6,000 -32%
CWM
34
Concentric Wealth Management
California
$60K +$60K +12,600 New
OC
35
Oppenheimer & Co
New York
$59K +$59K +12,352 New
SRC
36
Shufro Rose & Co
New York
$52K – – –
PVWM
37
Point View Wealth Management
New Jersey
$51K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$34K -$89.6K -19,069 -72%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$27K – – –
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$24K – – –
Citigroup
41
Citigroup
New York
$23K +$4.58K +946 +25%
APA
42
American Portfolios Advisors
New York
$19K – – –
1IA
43
1834 Investment Advisors
Wisconsin
$12K – – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$10K -$3.16K -653 -24%
TRCT
45
Tower Research Capital (TRC)
New York
$10K +$10K +2,200 New
IF
46
Ironwood Financial
Arizona
$7K – – –
RCA
47
Ranch Capital Advisors
Florida
$4K +$4K +876 New
BlackRock
48
BlackRock
New York
$2K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$1K -$1.31K -522 -57%
CWP
50
Capital Wealth Planning
Florida
– -$133K -28,400 Closed
1
2
3