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PIM

Franklin Master Intermediate Income Trust
PIM

49 hedge funds and large institutions have $66.3M invested in Franklin Master Intermediate Income Trust in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

11% more funds holding

Funds holding: 44 → 49 (+5)

0.55% more ownership

Funds ownership: 39.46% → 40% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $66.4M → $66.3M (-$116K)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
9
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$1.79M
2
SIA
Sit Investment Associates
Minnesota
+$738K
3
HF
HRT Financial
New York
+$201K
4
SFS
Shaker Financial Services
Virginia
+$193K
5
1CP
1607 Capital Partners
Virginia
+$182K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$1.73M
2
HIP
HUB Investment Partners
Texas
-$254K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$154K
4
LWM
Laidlaw Wealth Management
New York
-$92K
5
UBS Group
UBS Group
Switzerland
-$74.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$48.2K +$49.5K +15,070 New
FFA
27
First Foundation Advisors
California
$48K – – –
GLLW
28
Graves Light Lenhart Wealth
Virginia
$45.8K – – –
AAS
29
Avantax Advisory Services
Texas
$45.4K +$46.7K +14,196 New
Goldman Sachs
30
Goldman Sachs
New York
$44.5K +$45.7K +13,900 New
CW
31
CreativeOne Wealth
Kansas
$43K – – –
MWM
32
Melfa Wealth Management
Massachusetts
$40.9K +$42K +12,788 New
LSC
33
Logan Stone Capital
Illinois
$37.9K +$39K +11,859 New
SRC
34
Shufro Rose & Co
New York
$35.2K – – –
HCM
35
Hollencrest Capital Management
California
$24.4K +$25K +7,617 New
Osaic Holdings
36
Osaic Holdings
Arizona
$22.2K +$3.29K +1,000 +17%
Wells Fargo
37
Wells Fargo
California
$19.8K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$16K – – –
MCC
39
Money Concepts Capital
Florida
$12.7K +$13.1K +3,974 New
FMTCOCP
40
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
KFI
41
Key Financial Inc
Pennsylvania
$7.74K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$7K – – –
Bank of America
43
Bank of America
North Carolina
$4.74K +$1.24K +377 +34%
ASN
44
Advisory Services Network
Georgia
$3.28K +$3.37K +1,025 New
CS
45
Credit Suisse
Switzerland
$2.35K – – –
SL
46
Savior LLC
Massachusetts
$1.45K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$1.28K – – –
FIA
48
FNY Investment Advisers
New York
$1K +$657 +200 +67%
CA
49
CoreCap Advisors
Michigan
$416 +$427 +130 New
HIP
50
HUB Investment Partners
Texas
– -$254K -78,209 Closed
1
2
3

PIM Hedge Fund Activity: Q4 2022 in Review

49 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q4 2022, worth a combined $66.3M — down 0.17% from $66.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PIM positions and 7 closed out — a net gain of 7 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $1.79M. The largest seller was Invesco, cutting an estimated $1.73M.

  • 49 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q4 2022, up from 44 in Q3 2022.
  • Funds reported $66.3M of Franklin Master Intermediate Income Trust stock for Q4 2022, down 0.17% quarter-over-quarter.
  • 14 funds opened new Franklin Master Intermediate Income Trust positions in Q4 2022 and 7 closed out, a net change of +7 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q4 2022 was Karpus Investment Management, an estimated $1.79M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q4 2022 was Invesco, an estimated $1.73M sold.

Based on aggregated 13F filings for Q4 2022.