PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

48 hedge funds and large institutions have $65.2M invested in Putnam Master Intermediate Income Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
12
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$51.4M
2
1CP
2
1607 Capital Partners
Virginia
$3.19M
3
LP
3
Lloyd Park
Illinois
$285K
4
Morgan Stanley
4
Morgan Stanley
New York
$709K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$337K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$632K
2
HIP
2
HUB Investment Partners
Texas
$267K
3
LCM
3
Landscape Capital Management
New Jersey
$65K
4
Bank of America
4
Bank of America
North Carolina
$8K
5
KIM
5
Karpus Investment Management
New York
$361K
Name Market Value Shares Shares
Change 		Shares
Change %
WA
26
WealthTrust Axiom
Pennsylvania
$70K 20,589 – –
RCM
27
RB Capital Management
Nevada
$67K 19,745 – –
LCM
28
Landscape Capital Management
New Jersey
$65K 18,993 -30,367 -62%
FFA
29
First Foundation Advisors
California
$51K 15,000 +15,000 New
GLLW
30
Graves Light Lenhart Wealth
Virginia
$49K 14,300 – –
CW
31
CreativeOne Wealth
Kansas
$46K 13,416 – –
SRC
32
Shufro Rose & Co
New York
$38K 11,000 – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$35K 10,165 -2,664 -21%
IAMOG
34
Investors Asset Management of Georgia
Georgia
$29K 8,613 +8,613 New
Wells Fargo
35
Wells Fargo
California
$21K 6,198 -2,003 -24%
Osaic Holdings
36
Osaic Holdings
Arizona
$20K 5,992 – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$17K 5,000 – –
FMTCOCP
38
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K 3,000 – –
Bank of America
39
Bank of America
North Carolina
$8K 2,257 -29,187 -93%
APA
40
American Portfolios Advisors
New York
$3.41K 1,000 – –
GWSG
41
GPS Wealth Strategies Group
Colorado
$3K 857 +16 +2%
CS
42
Credit Suisse
Switzerland
$3K 736 +736 New
SL
43
Savior LLC
Massachusetts
$2K 452 – –
FIA
44
FNY Investment Advisers
New York
$1K 300 – –
SPIA
45
Steward Partners Investment Advisory
New York
$1K 400 – –
Citadel Advisors
46
Citadel Advisors
Florida
– – -10,471 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
HNB
48
Huntington National Bank
Ohio
– – – –
Creative Planning
49
Creative Planning
Kansas
$0 13 +13 New
JFA
50
JNBA Financial Advisors
Minnesota
$0 115 +115 New
1
2
3