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PIM

Franklin Master Intermediate Income Trust
PIM

48 hedge funds and large institutions have $69.9M invested in Franklin 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.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.15% less ownership

Funds ownership: 32.36% → 32.21% (-0.15%)

3% less capital invested

Capital invested by funds: $72.3M → $69.9M (-$2.36M)

13% less funds holding

Funds holding: 55 → 48 (-7)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

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

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$614K
2
PHS
Pekin Hardy Strauss
Illinois
+$597K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$123K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$116K
5
RCM
RB Capital Management
Nevada
+$51.1K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$441K
2
LCM
Landscape Capital Management
New Jersey
-$306K
3
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$300K
4
Walleye Trading
Walleye Trading
New York
-$137K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$105K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
26
Citizens Financial Group
Rhode Island
$69K – – –
GLLW
27
Graves Light Lenhart Wealth
Virginia
$60K – – –
WFC
28
Western Financial Corp
California
$57K – – –
CW
29
CreativeOne Wealth
Kansas
$56K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$56K +$1.48K +350 +3%
Wells Fargo
31
Wells Fargo
California
$55K +$4.23K +1,000 +8%
RCM
32
RB Capital Management
Nevada
$51K +$51.1K +12,070 New
OC
33
Oarsman Capital
Wisconsin
$49K -$8.04K -1,900 -14%
SRC
34
Shufro Rose & Co
New York
$46K – – –
Calamos Advisors
35
Calamos Advisors
Illinois
$44K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$21K -$12.6K -2,984 -37%
Bank of America
37
Bank of America
North Carolina
$20K -$5.32K -1,258 -21%
FMTCOCP
38
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K – – –
APA
39
American Portfolios Advisors
New York
$12.6K – – –
1IA
40
1834 Investment Advisors
Wisconsin
$10K – – –
AWA
41
Arkadios Wealth Advisors
Georgia
$8K +$6.59K +1,557 +416%
FI
42
FormulaFolio Investments
Michigan
$5K – – –
ASN
43
Advisory Services Network
Georgia
$4K +$3.89K +920 New
GWSG
44
GPS Wealth Strategies Group
Colorado
$3K – – –
RCA
45
Ranch Capital Advisors
Florida
$3K – – –
SL
46
Savior LLC
Massachusetts
$2K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$2K – – –
Citigroup
48
Citigroup
New York
$2K +$106 +25 +5%
SKK
49
Shepherd Kaplan Krochuk
Massachusetts
– -$300K -69,350 Closed
Walleye Capital
50
Walleye Capital
New York
– -$138 -31,902 Closed
1
2
3

PIM Hedge Fund Activity: Q2 2021 in Review

48 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q2 2021, worth a combined $69.9M — down 3.3% from $72.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PIM and 3 opened new positions — a net loss of 7 holders — while 12 trimmed existing stakes and 14 added.

The largest buyer was Sit Investment Associates, adding an estimated $614K. The largest seller was Morgan Stanley, cutting an estimated $441K.

  • 48 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q2 2021, down from 55 in Q1 2021.
  • Funds reported $69.9M of Franklin Master Intermediate Income Trust stock for Q2 2021, down 3.3% quarter-over-quarter.
  • 3 funds opened new Franklin Master Intermediate Income Trust positions in Q2 2021 and 10 closed out, a net change of -7 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q2 2021 was Sit Investment Associates, an estimated $614K added.
  • The largest Franklin Master Intermediate Income Trust seller in Q2 2021 was Morgan Stanley, an estimated $441K sold.

Based on aggregated 13F filings for Q2 2021.