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PIM

Franklin Master Intermediate Income Trust
PIM

41 hedge funds and large institutions have $67.4M invested in Franklin Master Intermediate Income Trust in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.26% less ownership

Funds ownership: 32.21% → 31.96% (-0.26%)

4% less capital invested

Capital invested by funds: $69.9M → $67.4M (-$2.55M)

15% less funds holding

Funds holding: 48 → 41 (-7)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
41
Holders Change
-7
Holders Change %
-14.58%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
10
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.87M
2
Truist Financial
Truist Financial
North Carolina
+$127K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$89.3K
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$53.2K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$38.4K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
-$517K
2
Morgan Stanley
Morgan Stanley
New York
-$506K
3
PHS
Pekin Hardy Strauss
Illinois
-$503K
4
CBA
Coastal Bridge Advisors
Connecticut
-$298K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
-$249K
Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
26
Graves Light Lenhart Wealth
Virginia
$58K – – –
CW
27
CreativeOne Wealth
Kansas
$55K – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$53K -$1.03K -250 -2%
SRC
29
Shufro Rose & Co
New York
$45K – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$32K +$12.2K +2,961 +59%
Wells Fargo
31
Wells Fargo
California
$29K -$24.7K -6,000 -46%
Bank of America
32
Bank of America
North Carolina
$19K – – –
Citigroup
33
Citigroup
New York
$14K +$12.3K +2,986 +570%
FMTCOCP
34
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K – – –
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$5.37K +$5.45K +1,320 New
APA
36
American Portfolios Advisors
New York
$4.07K -$8.25K -2,000 -67%
RCA
37
Ranch Capital Advisors
Florida
$4K – – –
GWSG
38
GPS Wealth Strategies Group
Colorado
$3K +$54 +13 +2%
SL
39
Savior LLC
Massachusetts
$2K – – –
SPIA
40
Steward Partners Investment Advisory
New York
$2K – – –
CBA
41
Coastal Bridge Advisors
Connecticut
– -$298K -71,086 Closed
HWAM
42
Hennion & Walsh Asset Management
New Jersey
– -$249K -59,471 Closed
LCM
43
Landscape Capital Management
New Jersey
– -$248K -59,249 Closed
Citadel Advisors
44
Citadel Advisors
Florida
– -$77K -18,389 Closed
WFC
45
Western Financial Corp
California
– -$57K -13,536 Closed
OC
46
Oarsman Capital
Wisconsin
– -$49K -11,600 Closed
Calamos Advisors
47
Calamos Advisors
Illinois
– -$44K -10,441 Closed
1IA
48
1834 Investment Advisors
Wisconsin
– -$10K -2,500 Closed
AWA
49
Arkadios Wealth Advisors
Georgia
– -$7.04K -1,707 -88%
ASN
50
Advisory Services Network
Georgia
– -$4K -920 Closed
1
2

PIM Hedge Fund Activity: Q3 2021 in Review

41 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q3 2021, worth a combined $67.4M — down 3.6% from $69.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PIM and 3 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 10 added.

The largest buyer was Sit Investment Associates, adding an estimated $1.87M. The largest seller was Shaker Financial Services, cutting an estimated $517K.

  • 41 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q3 2021, down from 48 in Q2 2021.
  • Funds reported $67.4M of Franklin Master Intermediate Income Trust stock for Q3 2021, down 3.6% quarter-over-quarter.
  • 3 funds opened new Franklin Master Intermediate Income Trust positions in Q3 2021 and 9 closed out, a net change of -6 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q3 2021 was Sit Investment Associates, an estimated $1.87M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q3 2021 was Shaker Financial Services, an estimated $517K sold.

Based on aggregated 13F filings for Q3 2021.