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PIM

Franklin Master Intermediate Income Trust
PIM

48 hedge funds and large institutions have $68.9M invested in Franklin 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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

17% more funds holding

Funds holding: 41 → 48 (+7)

1.7% more ownership

Funds ownership: 31.96% → 33.65% (+1.7%)

2% more capital invested

Capital invested by funds: $67.4M → $68.9M (+$1.52M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

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

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.86M
2
VIA
Vident Investment Advisory
Georgia
+$1.37M
3
NA
NewEdge Advisors
Louisiana
+$508K
4
CBA
Coastal Bridge Advisors
Connecticut
+$307K
5
Citadel Advisors
Citadel Advisors
Florida
+$124K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$869K
2
Invesco
Invesco
Georgia
-$411K
3
Morgan Stanley
Morgan Stanley
New York
-$352K
4
OC
Oppenheimer & Co
New York
-$117K
5
GCP
Gill Capital Partners
Colorado
-$51.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WealthTrust Axiom
Pennsylvania
$81K – – –
RCM
27
RB Capital Management
Nevada
$78K – – –
CFG
28
Citizens Financial Group
Rhode Island
$65K – – –
PHS
29
Pekin Hardy Strauss
Illinois
$61K -$14.3K -3,590 -19%
GLLW
30
Graves Light Lenhart Wealth
Virginia
$56K – – –
CW
31
CreativeOne Wealth
Kansas
$53K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$51K -$1.19K -300 -2%
HF
33
HRT Financial
New York
$49K +$49.7K +12,517 New
Jane Street
34
Jane Street
New York
$48K +$47.8K +12,041 New
SRC
35
Shufro Rose & Co
New York
$43K – – –
Wells Fargo
36
Wells Fargo
California
$36K +$8.14K +2,050 +29%
Osaic Holdings
37
Osaic Holdings
Arizona
$25K -$31.1K -7,846 -55%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$20K -$11.8K -2,961 -37%
Bank of America
39
Bank of America
North Carolina
$16K -$1.99K -500 -11%
FMTCOCP
40
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K – – –
TRCT
41
Tower Research Capital (TRC)
New York
$6K +$5.96K +1,500 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$5.21K – – –
APA
43
American Portfolios Advisors
New York
$3.95K – – –
HNB
44
Huntington National Bank
Ohio
$3K – – –
GWSG
45
GPS Wealth Strategies Group
Colorado
$3K +$52 +13 +2%
SL
46
Savior LLC
Massachusetts
$2K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$2K – – –
CA
48
CoreCap Advisors
Michigan
$1K +$516 +130 New
OC
49
Oppenheimer & Co
New York
– -$117K -28,700 Closed
Citigroup
50
Citigroup
New York
– -$14K -3,510 Closed
1
2
3

PIM Hedge Fund Activity: Q4 2021 in Review

48 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q4 2021, worth a combined $68.9M — up 2.2% from $67.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PIM positions and 4 closed out — a net gain of 8 holders — while 7 added to existing stakes and 12 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.86M. The largest seller was Shaker Financial Services, cutting an estimated $869K.

  • 48 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q4 2021, up from 41 in Q3 2021.
  • Funds reported $68.9M of Franklin Master Intermediate Income Trust stock for Q4 2021, up 2.2% quarter-over-quarter.
  • 12 funds opened new Franklin Master Intermediate Income Trust positions in Q4 2021 and 4 closed out, a net change of +8 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q4 2021 was Sit Investment Associates, an estimated $2.86M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q4 2021 was Shaker Financial Services, an estimated $869K sold.

Based on aggregated 13F filings for Q4 2021.