PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

55 hedge funds and large institutions have $72.3M invested in Putnam Master Intermediate Income Trust in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
15
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$55.8M
2
SFS
2
Shaker Financial Services
Virginia
$3.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.85M
4
PPA
4
Parametric Portfolio Associates
Washington
$666K
5
Invesco
5
Invesco
Georgia
$2.67M

Top Sellers

1
HIP
1
HUB Investment Partners
Texas
$854K
2
Millennium Management
2
Millennium Management
New York
$0
3
DAS
3
Dynamic Advisor Solutions
Arizona
$0
4
Citigroup
4
Citigroup
New York
$2K
5
TCA
5
Transcend Capital Advisors
New Jersey
$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
26
Bard Financial Services
Connecticut
$93K – – –
Osaic Holdings
27
Osaic Holdings
Arizona
$86K +$21.6K +5,000 +33%
IAIM
28
International Assets Investment Management
Florida
$77K +$38.5K +9,022 +100%
BS
29
Boenning & Scattergood
Pennsylvania
$73K -$12.9K -3,000 -15%
CFG
30
Citizens Financial Group
Rhode Island
$71K – – –
SFS
31
Sowell Financial Services
Arkansas
$68K +$68K +16,000 New
GLLW
32
Graves Light Lenhart Wealth
Virginia
$62K – – –
CW
33
CreativeOne Wealth
Kansas
$58K – – –
WFC
34
Western Financial Corp
California
$58K – – –
OC
35
Oarsman Capital
Wisconsin
$58K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$56K +$19.2K +4,461 +52%
Wells Fargo
37
Wells Fargo
California
$53K -$17.4K -3,995 -25%
TSS
38
Two Sigma Securities
New York
$53K +$53K +12,203 New
SRC
39
Shufro Rose & Co
New York
$48K – – –
Calamos Advisors
40
Calamos Advisors
Illinois
$45K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$35K +$13.1K +2,984 +60%
FIA
42
FNY Investment Advisers
New York
$25K -$40.5K -9,548 -62%
Bank of America
43
Bank of America
North Carolina
$25K +$1.33K +314 +6%
FMTCOCP
44
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K – – –
APA
45
American Portfolios Advisors
New York
$13K – – –
1IA
46
1834 Investment Advisors
Wisconsin
$11K – – –
FI
47
FormulaFolio Investments
Michigan
$5K +$5K +1,101 New
RCA
48
Ranch Capital Advisors
Florida
$3K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +624 New
GWSG
50
GPS Wealth Strategies Group
Colorado
$3K +$3K +800 New
1
2
3