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PIM

Franklin Master Intermediate Income Trust
PIM

43 hedge funds and large institutions have $65.3M invested in Franklin Master Intermediate Income Trust in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

1.57% more ownership

Funds ownership: 33.65% → 35.22% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $68.9M → $65.3M (-$3.56M)

10% less funds holding

Funds holding: 48 → 43 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
14
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$2.29M
2
KIM
Karpus Investment Management
New York
+$436K
3
Invesco
Invesco
Georgia
+$422K
4
VIA
Vident Investment Advisory
Georgia
+$293K
5
LCM
Landscape Capital Management
New Jersey
+$179K

Top Sellers

1
CBA
Coastal Bridge Advisors
Connecticut
-$327K
2
LP
Lloyd Park
Illinois
-$283K
3
SIA
Sit Investment Associates
Minnesota
-$140K
4
Truist Financial
Truist Financial
North Carolina
-$122K
5
Citadel Advisors
Citadel Advisors
Florida
-$75.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
26
Bard Financial Services
Connecticut
$77K – – –
WA
27
WealthTrust Axiom
Pennsylvania
$73K – – –
RCM
28
RB Capital Management
Nevada
$71K – – –
GLLW
29
Graves Light Lenhart Wealth
Virginia
$51K – – –
CW
30
CreativeOne Wealth
Kansas
$48K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$46K – – –
SRC
32
Shufro Rose & Co
New York
$39K – – –
Citadel Advisors
33
Citadel Advisors
Florida
$37K -$75.4K -20,775 -66%
Wells Fargo
34
Wells Fargo
California
$29K -$3.62K -998 -11%
Osaic Holdings
35
Osaic Holdings
Arizona
$21K -$1.7K -467 -7%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$18K – – –
FMTCOCP
37
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K – – –
APA
38
American Portfolios Advisors
New York
$3.58K – – –
HNB
39
Huntington National Bank
Ohio
$3K – – –
GWSG
40
GPS Wealth Strategies Group
Colorado
$3K +$54 +15 +2%
SL
41
Savior LLC
Massachusetts
$2K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$1K – – –
FIA
43
FNY Investment Advisers
New York
$1K +$1.09K +300 New
CBA
44
Coastal Bridge Advisors
Connecticut
– -$327K -77,211 Closed
LP
45
Lloyd Park
Illinois
– -$283K -71,716 Closed
Truist Financial
46
Truist Financial
North Carolina
– -$122K -30,813 Closed
CFG
47
Citizens Financial Group
Rhode Island
– -$65K -16,476 Closed
PHS
48
Pekin Hardy Strauss
Illinois
– -$61K -15,350 Closed
HF
49
HRT Financial
New York
– -$49K -12,517 Closed
Jane Street
50
Jane Street
New York
– -$48K -12,041 Closed
1
2
3

PIM Hedge Fund Activity: Q1 2022 in Review

43 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q1 2022, worth a combined $65.3M — down 5.2% from $68.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PIM and 4 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 14 added.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $2.29M. The largest seller was Coastal Bridge Advisors, exiting entirely with an estimated $327K sold.

  • 43 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q1 2022, down from 48 in Q4 2021.
  • Funds reported $65.3M of Franklin Master Intermediate Income Trust stock for Q1 2022, down 5.2% quarter-over-quarter.
  • 4 funds opened new Franklin Master Intermediate Income Trust positions in Q1 2022 and 9 closed out, a net change of -5 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q1 2022 was 1607 Capital Partners, an estimated $2.29M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q1 2022 was Coastal Bridge Advisors, an estimated $327K sold.

Based on aggregated 13F filings for Q1 2022.