PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

48 hedge funds and large institutions have $68.9M invested in Putnam Master Intermediate Income Trust in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
7
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$56.2M
2
VIA
2
Vident Investment Advisory
Georgia
$1.36M
3
NA
3
NewEdge Advisors
Louisiana
$505K
4
CBA
4
Coastal Bridge Advisors
Connecticut
$327K
5
LP
5
Lloyd Park
Illinois
$283K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$1.79M
2
Invesco
2
Invesco
Georgia
$2.07M
3
Morgan Stanley
3
Morgan Stanley
New York
$449K
4
OC
4
Oppenheimer & Co
New York
$0
5
GCP
5
Gill Capital Partners
Colorado
$681K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
WealthTrust Axiom
Pennsylvania
$81K 20,589 – –
RCM
27
RB Capital Management
Nevada
$78K 19,745 – –
CFG
28
Citizens Financial Group
Rhode Island
$65K 16,476 – –
PHS
29
Pekin Hardy Strauss
Illinois
$61K 15,350 -3,590 -19%
GLLW
30
Graves Light Lenhart Wealth
Virginia
$56K 14,300 – –
CW
31
CreativeOne Wealth
Kansas
$53K 13,416 – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$51K 12,829 -300 -2%
HF
33
HRT Financial
New York
$49K 12,517 +12,517 New
Jane Street
34
Jane Street
New York
$48K 12,041 +12,041 New
SRC
35
Shufro Rose & Co
New York
$43K 11,000 – –
Wells Fargo
36
Wells Fargo
California
$36K 9,199 +2,050 +29%
Osaic Holdings
37
Osaic Holdings
Arizona
$25K 6,459 -7,846 -55%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$20K 5,000 -2,961 -37%
Bank of America
39
Bank of America
North Carolina
$16K 4,166 -500 -11%
FMTCOCP
40
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K 3,000 – –
TRCT
41
Tower Research Capital (TRC)
New York
$6K 1,500 +1,500 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$5.21K 1,320 – –
APA
43
American Portfolios Advisors
New York
$3.95K 1,000 – –
HNB
44
Huntington National Bank
Ohio
– – – –
GWSG
45
GPS Wealth Strategies Group
Colorado
$3K 826 +13 +2%
SL
46
Savior LLC
Massachusetts
$2K 452 – –
SPIA
47
Steward Partners Investment Advisory
New York
$2K 400 – –
CA
48
CoreCap Advisors
Michigan
$1K 130 +130 New
OC
49
Oppenheimer & Co
New York
– – -28,700 Closed
Citigroup
50
Citigroup
New York
– – -3,510 Closed
1
2
3