PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

49 hedge funds and large institutions have $70M invested in Putnam Master Intermediate Income Trust in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$57M
2
TW
Transform Wealth
Colorado
$1.16M
3
SFS
Shaker Financial Services
Virginia
$866K
4
Invesco
Invesco
Georgia
$1.2M
5
HIP
HUB Investment Partners
Texas
$249K

Top Sellers

1
HF
HRT Financial
New York
$0
2
Millennium Management
Millennium Management
New York
$0
3
1CP
1607 Capital Partners
Virginia
$3.03M
4
RJA
Raymond James & Associates
Florida
$56.8K
5
UBS Group
UBS Group
Switzerland
$161K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$56.8K -$72.5K -22,800 -56%
WA
27
WealthTrust Axiom
Pennsylvania
$54.3K – – –
LCM
28
Landscape Capital Management
New Jersey
$48.8K -$1.58K -497 -3%
FFA
29
First Foundation Advisors
California
$47.7K – – –
GLLW
30
Graves Light Lenhart Wealth
Virginia
$45.5K – – –
AAS
31
Avantax Advisory Services
Texas
$45.4K +$213 +67 +0.5%
CW
32
CreativeOne Wealth
Kansas
$43K – – –
MWM
33
Melfa Wealth Management
Massachusetts
$40.7K – – –
KFI
34
Key Financial Inc
Pennsylvania
$37.8K +$30.2K +9,500 +399%
Osaic Holdings
35
Osaic Holdings
Arizona
$37.6K +$15.4K +4,836 +69%
SRC
36
Shufro Rose & Co
New York
$35K – – –
IAIM
37
International Assets Investment Management
Florida
$28.7K +$28.7K +9,022 New
HCM
38
Hollencrest Capital Management
California
$24.2K – – –
Wells Fargo
39
Wells Fargo
California
$20.5K +$795 +250 +4%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$15.9K – – –
Bank of America
41
Bank of America
North Carolina
$12.2K +$7.54K +2,371 +160%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$11K +$4.08K +1,277 +59%
FMTCOCP
43
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
ASN
44
Advisory Services Network
Georgia
$3.33K +$67 +21 +2%
GWSG
45
GPS Wealth Strategies Group
Colorado
$2.89K +$2.89K +909 New
SL
46
Savior LLC
Massachusetts
$1.44K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$1.27K – – –
FIA
48
FNY Investment Advisers
New York
$1K – – –
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$220 +$8 +2,587 +4%
HF
50
HRT Financial
New York
– -$196K -61,299 Closed
1
2
3