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PIM

Franklin Master Intermediate Income Trust
PIM

46 hedge funds and large institutions have $51.4M invested in Franklin Master Intermediate Income Trust in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $45.2M → $51.4M (+$6.21M)

2.94% more ownership

Funds ownership: 21.38% → 24.32% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

2% less funds holding

Funds holding: 47 → 46 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
9
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$6.91M
2
SFS
Shaker Financial Services
Virginia
+$1.44M
3
Jane Street
Jane Street
New York
+$106K
4
Bank of America
Bank of America
North Carolina
+$77K
5
HF
HRT Financial
New York
+$53.5K

Top Sellers

1
Invesco
Invesco
Georgia
-$480K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$393K
3
SWP
Stratos Wealth Partners
Ohio
-$305K
4
LCM
Landscape Capital Management
New Jersey
-$227K
5
CWP
Capital Wealth Planning
Florida
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oarsman Capital
Wisconsin
$65K – – –
GLLW
27
Graves Light Lenhart Wealth
Virginia
$58K – – –
PHS
28
Pekin Hardy Strauss
Illinois
$57K – – –
PAS
29
Partnervest Advisory Services
California
$55K – – –
HF
30
HRT Financial
New York
$51K +$53.5K +12,595 New
Osaic Holdings
31
Osaic Holdings
Arizona
$48K -$15.4K -3,637 -24%
SRC
32
Shufro Rose & Co
New York
$45K – – –
PVWM
33
Point View Wealth Management
New Jersey
$42K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$39K -$14K -3,307 -26%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$20K – – –
APA
36
American Portfolios Advisors
New York
$16.3K – – –
FMTCOCP
37
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K – – –
1IA
38
1834 Investment Advisors
Wisconsin
$10K – – –
PAG
39
Private Advisor Group
New Jersey
$10K +$10.6K +2,500 New
CAN
40
Cetera Advisor Networks
California
$6K +$6.76K +1,591 New
CFB
41
Cullen/Frost Bankers
Texas
$4K +$4.25K +1,000 New
RCA
42
Ranch Capital Advisors
Florida
$3K – – –
AF
43
Allworth Financial
California
$3K +$2.77K +653 New
BlackRock
44
BlackRock
New York
$2K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$2K – – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$393K -96,225 Closed
SWP
47
Stratos Wealth Partners
Ohio
– -$305K -74,700 Closed
LCM
48
Landscape Capital Management
New Jersey
– -$227K -55,528 Closed
CWP
49
Capital Wealth Planning
Florida
– -$116K -28,400 Closed
PPA
50
Parametric Portfolio Associates
Washington
– -$91K -22,203 Closed
1
2
3

PIM Hedge Fund Activity: Q2 2020 in Review

46 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q2 2020, worth a combined $51.4M — up 14% from $45.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PIM and 8 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.

The largest buyer was Sit Investment Associates, adding an estimated $6.91M. The largest seller was Invesco, cutting an estimated $480K.

  • 46 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q2 2020, down from 47 in Q1 2020.
  • Funds reported $51.4M of Franklin Master Intermediate Income Trust stock for Q2 2020, up 14% quarter-over-quarter.
  • 8 funds opened new Franklin Master Intermediate Income Trust positions in Q2 2020 and 9 closed out, a net change of -1 holder.
  • The largest Franklin Master Intermediate Income Trust buyer in Q2 2020 was Sit Investment Associates, an estimated $6.91M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q2 2020 was Invesco, an estimated $480K sold.

Based on aggregated 13F filings for Q2 2020.