PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

47 hedge funds and large institutions have $45.2M invested in Putnam Master Intermediate Income Trust in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
10
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$393K
2
SWP
2
Stratos Wealth Partners
Ohio
$305K
3
LCM
3
Landscape Capital Management
New Jersey
$227K
4
TA
4
TCG Advisors
Texas
$2.38M
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$369K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$33.1M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$459K
4
PPA
4
Parametric Portfolio Associates
Washington
$91K
5
BCA
5
Biltmore Capital Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
26
Boenning & Scattergood
Pennsylvania
$81K – – –
CFG
27
Citizens Financial Group
Rhode Island
$67K – – –
NL
28
NWAM LLC
Washington
$65.3K – – –
OC
29
Oarsman Capital
Wisconsin
$65K – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$63K +$63K +15,425 New
GLLW
31
Graves Light Lenhart Wealth
Virginia
$58K – – –
PHS
32
Pekin Hardy Strauss
Illinois
$57K – – –
PAS
33
Partnervest Advisory Services
California
$55K – – –
Walleye Capital
34
Walleye Capital
New York
$53K +$53K +13,000 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$52K +$22.7K +5,591 +77%
SRC
36
Shufro Rose & Co
New York
$45K – – –
PVWM
37
Point View Wealth Management
New Jersey
$42K -$1.57K -386 -4%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$24K +$889 +221 +4%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$20K – – –
APA
40
American Portfolios Advisors
New York
$16.3K – – –
Citigroup
41
Citigroup
New York
$15K -$3.59K -918 -19%
FMTCOCP
42
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K +$12K +3,000 New
1IA
43
1834 Investment Advisors
Wisconsin
$10K – – –
CTC
44
Central Trust Company
Missouri
$6K +$6K +1,479 New
RCA
45
Ranch Capital Advisors
Florida
$3K – – –
BlackRock
46
BlackRock
New York
$2K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$1K – – –
SFS
48
Shaker Financial Services
Virginia
– -$683K -144,132 Closed
BCA
49
Biltmore Capital Advisors
New Jersey
– -$109K -23,000 Closed
FIA
50
FNY Investment Advisers
New York
– -$105K -22,290 Closed
1
2
3