Franklin Master Intermediate Income Trust
PIM
48 hedge funds and large institutions have $83.7M invested in Franklin Master Intermediate Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
4% more funds holding
Funds holding: 46 → 48 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $83.9M → $83.7M (-$206K)
0.57% less ownership
Funds ownership: 54.26% → 53.69% (-0.57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$605K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$409K |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$219K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$185K |
| 5 |
FSI
Flow State Investments
Chicago,
Illinois
|
+$158K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.72M |
| 2 |
PI
PFG Investments
Woodbury,
New York
|
-$769K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$211K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$148K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$145K |
PIM Hedge Fund Activity: Q2 2024 in Review
48 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q2 2024, worth a combined $83.7M — down 0.25% from $83.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PIM positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 9 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $605K. The largest seller was Sit Investment Associates, cutting an estimated $1.72M.
- 48 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q2 2024, up from 46 in Q1 2024.
- Funds reported $83.7M of Franklin Master Intermediate Income Trust stock for Q2 2024, down 0.25% quarter-over-quarter.
- 7 funds opened new Franklin Master Intermediate Income Trust positions in Q2 2024 and 5 closed out, a net change of +2 holders.
- The largest Franklin Master Intermediate Income Trust buyer in Q2 2024 was Shaker Financial Services, an estimated $605K added.
- The largest Franklin Master Intermediate Income Trust seller in Q2 2024 was Sit Investment Associates, an estimated $1.72M sold.
Based on aggregated 13F filings for Q2 2024.