PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

43 hedge funds and large institutions have $56.5M invested in Putnam Master Intermediate Income Trust in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
10
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$47.3M
2
Invesco
Invesco
Georgia
$1.95M
3
SFS
Shaker Financial Services
Virginia
$1.69M
4
PM
Penbrook Management
New York
$810K
5
Citadel Advisors
Citadel Advisors
Florida
$65K

Top Sellers

1
TA
TCG Advisors
Texas
$0
2
Wells Fargo
Wells Fargo
California
$71K
3
NFG
Next Financial Group
Texas
$0
4
UBS Group
UBS Group
Switzerland
$415K
5
Bank of America
Bank of America
North Carolina
$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
PHS
26
Pekin Hardy Strauss
Illinois
$57K – – –
PAS
27
Partnervest Advisory Services
California
$55K – – –
HCM
28
Hollencrest Capital Management
California
$48K +$48K +11,631 New
SRC
29
Shufro Rose & Co
New York
$45K – – –
PVWM
30
Point View Wealth Management
New Jersey
$42K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$40K +$637 +154 +2%
Osaic Holdings
32
Osaic Holdings
Arizona
$31K -$17K -4,174 -35%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$21K – – –
APA
34
American Portfolios Advisors
New York
$12.3K -$4.11K -1,000 -25%
FMTCOCP
35
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K – – –
1IA
36
1834 Investment Advisors
Wisconsin
$10K – – –
CBT
37
Central Bank & Trust
Kentucky
$8K +$8K +2,000 New
PS
38
Planned Solutions
California
$6K +$6K +1,400 New
ASN
39
Advisory Services Network
Georgia
$4K +$4K +873 New
AF
40
Allworth Financial
California
$3K – – –
RCA
41
Ranch Capital Advisors
Florida
$3K – – –
BlackRock
42
BlackRock
New York
$2K – – –
SPIA
43
Steward Partners Investment Advisory
New York
$2K – – –
TA
44
TCG Advisors
Texas
– -$2.28M -558,782 Closed
NFG
45
Next Financial Group
Texas
– -$181K -44,400 Closed
Jane Street
46
Jane Street
New York
– -$101K -24,866 Closed
HF
47
HRT Financial
New York
– -$51K -12,595 Closed
PAG
48
Private Advisor Group
New Jersey
– -$10K -2,500 Closed
CAN
49
Cetera Advisor Networks
California
– -$6K -1,591 Closed
CFB
50
Cullen/Frost Bankers
Texas
– -$4K -1,000 Closed
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