PIM

Putnam Master Intermediate Income Trust

58 hedge funds and large institutions have $90.8M invested in Putnam Master Intermediate Income Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
WealthTrust Axiom
Pennsylvania
$89.6K
TCA
27
Transcend Capital Advisors
New Jersey
$87K
UBS Group
28
UBS Group
Switzerland
$84.2K
Osaic Holdings
29
Osaic Holdings
Arizona
$75.2K
BFS
30
Bard Financial Services
Connecticut
$71.5K
CCM
31
Coldstream Capital Management
Washington
$70.9K
Citadel Advisors
32
Citadel Advisors
Florida
$69.3K
NFC
33
Northstar Financial Companies
Pennsylvania
$67.2K
WFA
34
WMG Financial Advisors
Tennessee
$65.4K
ICMM
35
Integrated Capital Management (Michigan)
Michigan
$65K
SWP
36
Stratos Wealth Partners
Ohio
$63.3K
AAS
37
Avantax Advisory Services
Texas
$54.3K
GLLW
38
Graves Light Lenhart Wealth
Virginia
$47.5K
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$46.5K
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$42.5K
PWM
41
Perigon Wealth Management
California
$37.4K
SRC
42
Shufro Rose & Co
New York
$36.5K
CIA
43
Concurrent Investment Advisors
Florida
$35.3K
GP
44
Gridiron Partners
Pennsylvania
$34.9K
CPIG
45
Chicago Partners Investment Group
Illinois
$34.7K
WP
46
WealthShield Partners
North Carolina
$33.2K
MC
47
Moors & Cabot
Massachusetts
$33.2K
KFI
48
Key Financial Inc
Pennsylvania
$31.5K
Comerica Bank
49
Comerica Bank
Texas
$30.5K
Wells Fargo
50
Wells Fargo
California
$17.7K