PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

49 hedge funds and large institutions have $66.3M invested in Putnam 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.

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

1
KIM
1
Karpus Investment Management
New York
$2.08M
2
SIA
2
Sit Investment Associates
Minnesota
$55.2M
3
HF
3
HRT Financial
New York
$196K
4
SFS
4
Shaker Financial Services
Virginia
$357K
5
1CP
5
1607 Capital Partners
Virginia
$3.14M

Top Sellers

1
Invesco
1
Invesco
Georgia
$793K
2
HIP
2
HUB Investment Partners
Texas
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
LWM
4
Laidlaw Wealth Management
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$211K
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$48.2K 15,070 +15,070 New
FFA
27
First Foundation Advisors
California
$48K 15,000 – –
GLLW
28
Graves Light Lenhart Wealth
Virginia
$45.8K 14,300 – –
AAS
29
Avantax Advisory Services
Texas
$45.4K 14,196 +14,196 New
Goldman Sachs
30
Goldman Sachs
New York
$44.5K 13,900 +13,900 New
CW
31
CreativeOne Wealth
Kansas
$43K 13,416 – –
MWM
32
Melfa Wealth Management
Massachusetts
$40.9K 12,788 +12,788 New
LSC
33
Logan Stone Capital
Illinois
$37.9K 11,859 +11,859 New
SRC
34
Shufro Rose & Co
New York
$35.2K 11,000 – –
HCM
35
Hollencrest Capital Management
California
$24.4K 7,617 +7,617 New
Osaic Holdings
36
Osaic Holdings
Arizona
$22.2K 6,992 +1,000 +17%
Wells Fargo
37
Wells Fargo
California
$19.8K 6,198 – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$16K 5,000 – –
MCC
39
Money Concepts Capital
Florida
$12.7K 3,974 +3,974 New
FMTCOCP
40
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K 3,000 – –
KFI
41
Key Financial Inc
Pennsylvania
$7.74K 2,382 – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$7K 2,165 – –
Bank of America
43
Bank of America
North Carolina
$4.74K 1,481 +377 +34%
ASN
44
Advisory Services Network
Georgia
$3.28K 1,025 +1,025 New
CS
45
Credit Suisse
Switzerland
$2.36K 736 – –
SL
46
Savior LLC
Massachusetts
$1.45K 452 – –
SPIA
47
Steward Partners Investment Advisory
New York
$1.28K 400 – –
FIA
48
FNY Investment Advisers
New York
$1K 500 +200 +67%
CA
49
CoreCap Advisors
Michigan
$416 130 +130 New
HIP
50
HUB Investment Partners
Texas
– – -78,209 Closed
1
2
3