PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

55 hedge funds and large institutions have $72.3M invested in Putnam Master Intermediate Income Trust in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
15
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$55.8M
2
SFS
2
Shaker Financial Services
Virginia
$3.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.85M
4
PPA
4
Parametric Portfolio Associates
Washington
$666K
5
Invesco
5
Invesco
Georgia
$2.67M

Top Sellers

1
HIP
1
HUB Investment Partners
Texas
$854K
2
Millennium Management
2
Millennium Management
New York
$0
3
DAS
3
Dynamic Advisor Solutions
Arizona
$0
4
Citigroup
4
Citigroup
New York
$2K
5
TCA
5
Transcend Capital Advisors
New Jersey
$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$2K -$126K -31,415 -98%
SL
52
Savior LLC
Massachusetts
$2K – – –
SPIA
53
Steward Partners Investment Advisory
New York
$1.73K – – –
AWA
54
Arkadios Wealth Advisors
Georgia
$1K -$412 -154 -29%
Walleye Capital
55
Walleye Capital
New York
$138 -$10 -2,287 -7%
Millennium Management
56
Millennium Management
New York
– -$269K -63,480 Closed
DAS
57
Dynamic Advisor Solutions
Arizona
– -$130K -30,829 Closed
LWM
58
Laidlaw Wealth Management
New York
– -$120K -28,400 Closed
RJFSA
59
Raymond James Financial Services Advisors
Florida
– -$87K -20,681 Closed
NL
60
NWAM LLC
Washington
– -$68K -16,000 Closed
PHS
61
Pekin Hardy Strauss
Illinois
– -$59K -13,950 Closed
HCM
62
Hollencrest Capital Management
California
– -$49K -11,631 Closed
PS
63
Planned Solutions
California
– -$6K -1,400 Closed
ASN
64
Advisory Services Network
Georgia
– -$4K -892 Closed
AIM
65
Anchor Investment Management
South Carolina
– -$3.17K -749 Closed
1 2
3