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PIM

Franklin Master Intermediate Income Trust
PIM

55 hedge funds and large institutions have $72.3M invested in Franklin 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.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

10% more capital invested

Capital invested by funds: $65.6M → $72.3M (+$6.66M)

2.32% more ownership

Funds ownership: 30.04% → 32.36% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 57 → 55 (-2)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

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

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.44M
2
SFS
Shaker Financial Services
Virginia
+$1.23M
3
Morgan Stanley
Morgan Stanley
New York
+$1.1M
4
PPA
Parametric Portfolio Associates
Washington
+$651K
5
Invesco
Invesco
Georgia
+$495K

Top Sellers

Rank Fund Capital Flow
1
HIP
HUB Investment Partners
Texas
-$1.43M
2
Millennium Management
Millennium Management
New York
-$269K
3
Citigroup
Citigroup
New York
-$132K
4
DAS
Dynamic Advisor Solutions
Arizona
-$130K
5
TCA
Transcend Capital Advisors
New Jersey
-$122K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$2K -$132K -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 -$649 -154 -29%
Walleye Capital
55
Walleye Capital
New York
$138 -$9.64K -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

PIM Hedge Fund Activity: Q1 2021 in Review

55 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q1 2021, worth a combined $72.3M — up 10% from $65.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PIM and 9 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 15 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.44M. The largest seller was HUB Investment Partners, cutting an estimated $1.43M.

  • 55 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q1 2021, down from 57 in Q4 2020.
  • Funds reported $72.3M of Franklin Master Intermediate Income Trust stock for Q1 2021, up 10% quarter-over-quarter.
  • 9 funds opened new Franklin Master Intermediate Income Trust positions in Q1 2021 and 10 closed out, a net change of -1 holder.
  • The largest Franklin Master Intermediate Income Trust buyer in Q1 2021 was Sit Investment Associates, an estimated $3.44M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q1 2021 was HUB Investment Partners, an estimated $1.43M sold.

Based on aggregated 13F filings for Q1 2021.