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PIM

Franklin Master Intermediate Income Trust
PIM

57 hedge funds and large institutions have $65.6M invested in Franklin 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.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

33% more funds holding

Funds holding: 43 → 57 (+14)

16% more capital invested

Capital invested by funds: $56.5M → $65.6M (+$9.12M)

3.51% more ownership

Funds ownership: 26.54% → 30.04% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

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

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.4M
2
LCM
Landscape Capital Management
New Jersey
+$525K
3
SFS
Shaker Financial Services
Virginia
+$434K
4
TCA
Transcend Capital Advisors
New Jersey
+$326K
5
SKK
Shepherd Kaplan Krochuk
Massachusetts
+$286K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$211K
2
Citadel Advisors
Citadel Advisors
Florida
-$65K
3
RJA
Raymond James & Associates
Florida
-$34.1K
4
LPL Financial
LPL Financial
California
-$24.1K
5
GCP
Gill Capital Partners
Colorado
-$11.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$87K +$23.1K +5,590 +37%
BS
27
Boenning & Scattergood
Pennsylvania
$84K – – –
Walleye Trading
28
Walleye Trading
New York
$80K +$78.4K +18,977 New
CFG
29
Citizens Financial Group
Rhode Island
$70K – – –
Wells Fargo
30
Wells Fargo
California
$68K -$4.69K -1,135 -7%
NL
31
NWAM LLC
Washington
$68K – – –
FIA
32
FNY Investment Advisers
New York
$65K +$63.8K +15,441 New
Osaic Holdings
33
Osaic Holdings
Arizona
$63K +$30.2K +7,312 +96%
GLLW
34
Graves Light Lenhart Wealth
Virginia
$60K – – –
PHS
35
Pekin Hardy Strauss
Illinois
$59K – – –
OC
36
Oarsman Capital
Wisconsin
$57K -$9.91K -2,400 -15%
CW
37
CreativeOne Wealth
Kansas
$57K +$55.4K +13,416 New
WFC
38
Western Financial Corp
California
$57K +$55.9K +13,536 New
HCM
39
Hollencrest Capital Management
California
$49K – – –
SRC
40
Shufro Rose & Co
New York
$47K – – –
PVWM
41
Point View Wealth Management
New Jersey
$44K – – –
Calamos Advisors
42
Calamos Advisors
Illinois
$44K +$43.1K +10,441 New
IAIM
43
International Assets Investment Management
Florida
$38K +$37.3K +9,022 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$36K -$4.58K -1,108 -11%
Bank of America
45
Bank of America
North Carolina
$24K -$211K -51,018 -90%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$21K – – –
FMTCOCP
47
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K – – –
APA
48
American Portfolios Advisors
New York
$12.7K – – –
1IA
49
1834 Investment Advisors
Wisconsin
$11K – – –
PS
50
Planned Solutions
California
$6K – – –
1
2
3

PIM Hedge Fund Activity: Q4 2020 in Review

57 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q4 2020, worth a combined $65.6M — up 16% from $56.5M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PIM positions and 4 closed out — a net gain of 15 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.4M. The largest seller was Bank of America, cutting an estimated $211K.

  • 57 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $65.6M of Franklin Master Intermediate Income Trust stock for Q4 2020, up 16% quarter-over-quarter.
  • 19 funds opened new Franklin Master Intermediate Income Trust positions in Q4 2020 and 4 closed out, a net change of +15 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q4 2020 was Sit Investment Associates, an estimated $2.4M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q4 2020 was Bank of America, an estimated $211K sold.

Based on aggregated 13F filings for Q4 2020.