PIM

Putnam Master Intermediate Income Trust

53 hedge funds and large institutions have $75.2M invested in Putnam Master Intermediate Income Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
14
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
XT
26
XTX Topco
Cayman Islands
$75.1K 24,872 +24,872 New
QL
27
Quarry LP
New York
$73.7K 24,400
HighTower Advisors
28
HighTower Advisors
Illinois
$68K 22,312
BFS
29
Bard Financial Services
Connecticut
$65.1K 21,540
Jane Street
30
Jane Street
New York
$61.4K 20,332 +20,332 New
SFS
31
Shaker Financial Services
Virginia
$58.5K 19,246 -79,741 -81%
DWM
32
Dakota Wealth Management
Florida
$55.9K 18,525
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$46.3K 15,320
WA
34
WealthTrust Axiom
Pennsylvania
$45.6K 15,088 -2,000 -12%
FFA
35
First Foundation Advisors
California
$45.3K 15,000
AAS
36
Avantax Advisory Services
Texas
$44K 14,585 +173 +1%
GLLW
37
Graves Light Lenhart Wealth
Virginia
$43K 14,300
Osaic Holdings
38
Osaic Holdings
Arizona
$40.9K 13,539 +7,019 +108%
LCM
39
Landscape Capital Management
New Jersey
$38.7K 12,798 +12,798 New
KFI
40
Key Financial Inc
Pennsylvania
$35.9K 11,882
SRC
41
Shufro Rose & Co
New York
$33.2K 11,000
HCM
42
Hollencrest Capital Management
California
$23K 7,617
Wells Fargo
43
Wells Fargo
California
$18.7K 6,198 -250 -4%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$15.5K 5,132 +132 +3%
Comerica Bank
45
Comerica Bank
Texas
$9.06K 3,000 +3,000 New
FMTCOCP
46
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K 3,000
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$7K 2,165
Bank of America
48
Bank of America
North Carolina
$3.21K 1,062 -877 -45%
GWSG
49
GPS Wealth Strategies Group
Colorado
$2.86K 947 +19 +2%
SL
50
Savior LLC
Massachusetts
$1.37K 452