PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

48 hedge funds and large institutions have $69.9M invested in Putnam Master Intermediate Income Trust in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
48
Holders Change
-7
Holders Change %
-12.73%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
14
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$54.7M
2
PHS
2
Pekin Hardy Strauss
Illinois
$591K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$316K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$243K
5
RCM
5
RB Capital Management
Nevada
$51K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.36M
2
LCM
2
Landscape Capital Management
New Jersey
$248K
3
SKK
3
Shepherd Kaplan Krochuk
Massachusetts
$0
4
Walleye Trading
4
Walleye Trading
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
26
Citizens Financial Group
Rhode Island
$69K 16,476 – –
GLLW
27
Graves Light Lenhart Wealth
Virginia
$60K 14,300 – –
WFC
28
Western Financial Corp
California
$57K 13,536 – –
CW
29
CreativeOne Wealth
Kansas
$56K 13,416 – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$56K 13,379 +350 +3%
Wells Fargo
31
Wells Fargo
California
$55K 13,149 +1,000 +8%
RCM
32
RB Capital Management
Nevada
$51K 12,070 +12,070 New
OC
33
Oarsman Capital
Wisconsin
$49K 11,600 -1,900 -14%
SRC
34
Shufro Rose & Co
New York
$46K 11,000 – –
Calamos Advisors
35
Calamos Advisors
Illinois
$44K 10,441 – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$21K 5,000 -2,984 -37%
Bank of America
37
Bank of America
North Carolina
$20K 4,666 -1,258 -21%
FMTCOCP
38
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K 3,000 – –
APA
39
American Portfolios Advisors
New York
$12.6K 3,000 – –
1IA
40
1834 Investment Advisors
Wisconsin
$10K 2,500 – –
AWA
41
Arkadios Wealth Advisors
Georgia
$8K 1,931 +1,557 +416%
FI
42
FormulaFolio Investments
Michigan
$5K 1,101 – –
ASN
43
Advisory Services Network
Georgia
$4K 920 +920 New
GWSG
44
GPS Wealth Strategies Group
Colorado
$3K 800 – –
RCA
45
Ranch Capital Advisors
Florida
$3K 876 – –
SL
46
Savior LLC
Massachusetts
$2K 452 – –
SPIA
47
Steward Partners Investment Advisory
New York
$2K 400 – –
Citigroup
48
Citigroup
New York
$2K 524 +25 +5%
SKK
49
Shepherd Kaplan Krochuk
Massachusetts
– – -69,350 Closed
Walleye Capital
50
Walleye Capital
New York
– – -31,902 Closed
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2
3