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PIM

Franklin Master Intermediate Income Trust
PIM

54 hedge funds and large institutions have $82.9M invested in Franklin Master Intermediate Income Trust in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $75.2M → $82.9M (+$7.68M)

2.21% more ownership

Funds ownership: 50.93% → 53.14% (+2.2%)

2% more funds holding

Funds holding: 53 → 54 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
18
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.64M
2
Morgan Stanley
Morgan Stanley
New York
+$557K
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$519K
4
CPRC
Consolidated Portfolio Review Corp
New York
+$352K
5
1CP
1607 Capital Partners
Virginia
+$282K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$281K
2
FCI
Financial Counselors Inc
Kansas
-$229K
3
MC
Moors & Cabot
Massachusetts
-$171K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$120K
5
CCP
Clough Capital Partners
Massachusetts
-$104K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
Dakota Wealth Management
Florida
$59.1K – – –
WA
27
WealthTrust Axiom
Pennsylvania
$48.1K – – –
AAS
28
Avantax Advisory Services
Texas
$47.1K +$569 +186 +1%
GLLW
29
Graves Light Lenhart Wealth
Virginia
$45.6K – – –
RJA
30
Raymond James & Associates
Florida
$45.3K +$43.4K +14,211 New
KFI
31
Key Financial Inc
Pennsylvania
$37.9K – – –
XT
32
XTX Topco
Cayman Islands
$36K -$41.5K -13,578 -55%
IA
33
IFG Advisory
Georgia
$34.3K +$32.9K +10,750 New
IAMOG
34
Investors Asset Management of Georgia
Georgia
$33.6K +$32.4K +10,613 New
GP
35
Gridiron Partners
Pennsylvania
$33.5K +$32.1K +10,507 New
SRC
36
Shufro Rose & Co
New York
$33.2K – – –
MC
37
Moors & Cabot
Massachusetts
$31.9K -$171K -56,000 -85%
WP
38
WealthShield Partners
North Carolina
$31.9K +$30.6K +10,000 New
Osaic Holdings
39
Osaic Holdings
Arizona
$30.1K -$12.6K -4,113 -30%
Wells Fargo
40
Wells Fargo
California
$25.3K +$5.31K +1,738 +28%
HCM
41
Hollencrest Capital Management
California
$24.3K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$16.8K +$404 +132 +3%
RIL
43
Rothschild Investment LLC
Illinois
$15.6K +$14.9K +4,885 New
FMTCOCP
44
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K +$4.59K +1,500 +50%
JP Morgan Chase
45
JP Morgan Chase
New York
$13.3K +$12.7K +4,160 New
Comerica Bank
46
Comerica Bank
Texas
$9.57K – – –
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$7K – – –
AF
48
Allworth Financial
California
$6.38K +$6.11K +2,000 New
PS
49
Planned Solutions
California
$5.52K +$5.29K +1,729 New
Bank of America
50
Bank of America
North Carolina
$3.39K – – –
1
2
3

PIM Hedge Fund Activity: Q4 2023 in Review

54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q4 2023, worth a combined $82.9M — up 10% from $75.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PIM positions and 9 closed out — a net gain of 1 holder — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.64M. The largest seller was Invesco, cutting an estimated $281K.

  • 54 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q4 2023, up from 53 in Q3 2023.
  • Funds reported $82.9M of Franklin Master Intermediate Income Trust stock for Q4 2023, up 10% quarter-over-quarter.
  • 10 funds opened new Franklin Master Intermediate Income Trust positions in Q4 2023 and 9 closed out, a net change of +1 holder.
  • The largest Franklin Master Intermediate Income Trust buyer in Q4 2023 was Sit Investment Associates, an estimated $2.64M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q4 2023 was Invesco, an estimated $281K sold.

Based on aggregated 13F filings for Q4 2023.