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PIM

Franklin Master Intermediate Income Trust
PIM

48 hedge funds and large institutions have $65.2M invested in Franklin 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.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

12% more funds holding

Funds holding: 43 → 48 (+5)

1.65% more ownership

Funds ownership: 35.22% → 36.87% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $65.3M → $65.2M (-$155K)

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

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.11M
2
1CP
1607 Capital Partners
Virginia
+$1.05M
3
LP
Lloyd Park
Illinois
+$288K
4
Morgan Stanley
Morgan Stanley
New York
+$231K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$167K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$974K
2
HIP
HUB Investment Partners
Texas
-$397K
3
LCM
Landscape Capital Management
New Jersey
-$105K
4
Bank of America
Bank of America
North Carolina
-$101K
5
KIM
Karpus Investment Management
New York
-$49.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WealthTrust Axiom
Pennsylvania
$70K – – –
RCM
27
RB Capital Management
Nevada
$67K – – –
LCM
28
Landscape Capital Management
New Jersey
$65K -$105K -30,367 -62%
FFA
29
First Foundation Advisors
California
$51K +$52K +15,000 New
GLLW
30
Graves Light Lenhart Wealth
Virginia
$49K – – –
CW
31
CreativeOne Wealth
Kansas
$46K – – –
SRC
32
Shufro Rose & Co
New York
$38K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$35K -$9.23K -2,664 -21%
IAMOG
34
Investors Asset Management of Georgia
Georgia
$29K +$29.9K +8,613 New
Wells Fargo
35
Wells Fargo
California
$21K -$6.94K -2,003 -24%
Osaic Holdings
36
Osaic Holdings
Arizona
$20K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$17K – – –
FMTCOCP
38
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
Bank of America
39
Bank of America
North Carolina
$8K -$101K -29,187 -93%
APA
40
American Portfolios Advisors
New York
$3.41K – – –
GWSG
41
GPS Wealth Strategies Group
Colorado
$3K +$55 +16 +2%
CS
42
Credit Suisse
Switzerland
$3K +$2.55K +736 New
SL
43
Savior LLC
Massachusetts
$2K – – –
FIA
44
FNY Investment Advisers
New York
$1K – – –
SPIA
45
Steward Partners Investment Advisory
New York
$1K – – –
Citadel Advisors
46
Citadel Advisors
Florida
– -$37K -10,471 Closed
Creative Planning
47
Creative Planning
Kansas
– +$45 +13 New
JFA
48
JNBA Financial Advisors
Minnesota
– +$399 +115 New
CA
49
CoreCap Advisors
Michigan
– +$451 +130 New
1
2

PIM Hedge Fund Activity: Q2 2022 in Review

48 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q2 2022, worth a combined $65.2M — down 0.24% from $65.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PIM positions and 1 closed out — a net gain of 7 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.11M. The largest seller was Shaker Financial Services, cutting an estimated $974K.

  • 48 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q2 2022, up from 43 in Q1 2022.
  • Funds reported $65.2M of Franklin Master Intermediate Income Trust stock for Q2 2022, down 0.24% quarter-over-quarter.
  • 8 funds opened new Franklin Master Intermediate Income Trust positions in Q2 2022 and 1 closed out, a net change of +7 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q2 2022 was Sit Investment Associates, an estimated $3.11M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q2 2022 was Shaker Financial Services, an estimated $974K sold.

Based on aggregated 13F filings for Q2 2022.