PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

57 hedge funds and large institutions have $65.6M invested in Putnam Master Intermediate Income Trust in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
57
Holders Change
+14
Holders Change %
+32.56%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
13
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$51.1M
2
LCM
2
Landscape Capital Management
New Jersey
$537K
3
SFS
3
Shaker Financial Services
Virginia
$2.19M
4
TCA
4
Transcend Capital Advisors
New Jersey
$334K
5
SKK
5
Shepherd Kaplan Krochuk
Massachusetts
$293K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$24K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RJA
3
Raymond James & Associates
Florida
$177K
4
LPL Financial
4
LPL Financial
California
$156K
5
GCP
5
Gill Capital Partners
Colorado
$855K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$87K 20,681 +5,590 +37%
BS
27
Boenning & Scattergood
Pennsylvania
$84K 19,955 – –
Walleye Trading
28
Walleye Trading
New York
$80K 18,977 +18,977 New
CFG
29
Citizens Financial Group
Rhode Island
$70K 16,476 – –
Wells Fargo
30
Wells Fargo
California
$68K 16,144 -1,135 -7%
NL
31
NWAM LLC
Washington
$68K 16,000 – –
FIA
32
FNY Investment Advisers
New York
$65K 15,441 +15,441 New
Osaic Holdings
33
Osaic Holdings
Arizona
$63K 14,926 +7,312 +96%
GLLW
34
Graves Light Lenhart Wealth
Virginia
$60K 14,300 – –
PHS
35
Pekin Hardy Strauss
Illinois
$59K 13,950 – –
OC
36
Oarsman Capital
Wisconsin
$57K 13,500 -2,400 -15%
CW
37
CreativeOne Wealth
Kansas
$57K 13,416 +13,416 New
WFC
38
Western Financial Corp
California
$57K 13,536 +13,536 New
HCM
39
Hollencrest Capital Management
California
$49K 11,631 – –
SRC
40
Shufro Rose & Co
New York
$47K 11,000 – –
PVWM
41
Point View Wealth Management
New Jersey
$44K 10,309 – –
Calamos Advisors
42
Calamos Advisors
Illinois
$44K 10,441 +10,441 New
IAIM
43
International Assets Investment Management
Florida
$38K 9,022 +9,022 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$36K 8,568 -1,108 -11%
Bank of America
45
Bank of America
North Carolina
$24K 5,610 -51,018 -90%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$21K 5,000 – –
FMTCOCP
47
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K 3,000 – –
APA
48
American Portfolios Advisors
New York
$12.7K 3,000 – –
1IA
49
1834 Investment Advisors
Wisconsin
$11K 2,500 – –
PS
50
Planned Solutions
California
$6K 1,400 – –
1
2
3