PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

57 hedge funds and large institutions have $82.1M invested in Putnam Master Intermediate Income Trust in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$9.21M
2
Wells Fargo
Wells Fargo
California
+$1.4M
3
PPA
Parametric Portfolio Associates
Washington
+$331K
4
PM
Penbrook Management
New York
+$259K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$152K

Top Sellers

1
SCM
Saba Capital Management
New York
-$3.39M
2
COLIM
City of London Investment Management
United Kingdom
-$425K
3
Invesco
Invesco
Georgia
-$388K
4
FIMG
Financial & Investment Management Group
Michigan
-$337K
5
RJA
Raymond James & Associates
Florida
-$206K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$3K – – –
NFG
52
Next Financial Group
Texas
$3K – – –
NES
53
New England Securities
New York
$2K – – –
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$2K – – –
TRCT
55
Tower Research Capital (TRC)
New York
$1K +$1K +200 New
BRWA
56
B. Riley Wealth Advisors
Florida
$9 +$9 +1,900 New
FIMG
57
Financial & Investment Management Group
Michigan
– -$337K -66,971 Closed
RJA
58
Raymond James & Associates
Florida
– -$206K -40,951 Closed
SFS
59
Shaker Financial Services
Virginia
– -$171K -34,002 Closed
VKH
60
Virtu KCG Holdings
New York
– -$129K -25,724 Closed
DA
61
Doliver Advisors
Texas
– -$112K -22,316 Closed
CWM
62
Concert Wealth Management
California
– -$58K -11,500 Closed
Stifel Financial
63
Stifel Financial
Missouri
– -$51K -10,199 Closed
SSB
64
Sandy Spring Bank
Maryland
– -$25K -5,000 Closed
DADC
65
D.A. Davidson & Co
Montana
– -$17K -3,400 Closed
WF
66
WealthTrust Fairport
Ohio
– -$16K -3,266 Closed
PMFA
67
Plante Moran Financial Advisors
Michigan
– -$7K -1,300 Closed
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