PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

43 hedge funds and large institutions have $65.3M invested in Putnam 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.

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
1
1607 Capital Partners
Virginia
$2.26M
2
KIM
2
Karpus Investment Management
New York
$430K
3
Invesco
3
Invesco
Georgia
$2.29M
4
VIA
4
Vident Investment Advisory
Georgia
$1.52M
5
LCM
5
Landscape Capital Management
New Jersey
$177K

Top Sellers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$0
2
LP
2
Lloyd Park
Illinois
$0
3
SIA
3
Sit Investment Associates
Minnesota
$50.8M
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$37K
Name Market Value Shares Shares
Change 		Shares
Change %
BFS
26
Bard Financial Services
Connecticut
$77K 21,540 – –
WA
27
WealthTrust Axiom
Pennsylvania
$73K 20,589 – –
RCM
28
RB Capital Management
Nevada
$71K 19,745 – –
GLLW
29
Graves Light Lenhart Wealth
Virginia
$51K 14,300 – –
CW
30
CreativeOne Wealth
Kansas
$48K 13,416 – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$46K 12,829 – –
SRC
32
Shufro Rose & Co
New York
$39K 11,000 – –
Citadel Advisors
33
Citadel Advisors
Florida
$37K 10,471 -20,775 -66%
Wells Fargo
34
Wells Fargo
California
$29K 8,201 -998 -11%
Osaic Holdings
35
Osaic Holdings
Arizona
$21K 5,992 -467 -7%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$18K 5,000 – –
FMTCOCP
37
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11K 3,000 – –
APA
38
American Portfolios Advisors
New York
$3.58K 1,000 – –
HNB
39
Huntington National Bank
Ohio
– – – –
GWSG
40
GPS Wealth Strategies Group
Colorado
$3K 841 +15 +2%
SL
41
Savior LLC
Massachusetts
$2K 452 – –
SPIA
42
Steward Partners Investment Advisory
New York
$1K 400 – –
FIA
43
FNY Investment Advisers
New York
$1K 300 +300 New
CBA
44
Coastal Bridge Advisors
Connecticut
– – -77,211 Closed
LP
45
Lloyd Park
Illinois
– – -71,716 Closed
Truist Financial
46
Truist Financial
North Carolina
– – -30,813 Closed
CFG
47
Citizens Financial Group
Rhode Island
– – -16,476 Closed
PHS
48
Pekin Hardy Strauss
Illinois
– – -15,350 Closed
HF
49
HRT Financial
New York
– – -12,517 Closed
Jane Street
50
Jane Street
New York
– – -12,041 Closed
1
2
3