Franklin Master Intermediate Income Trust
PIM
49 hedge funds and large institutions have $66.3M invested in Franklin Master Intermediate Income Trust in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
11% more funds holding
Funds holding: 44 → 49 (+5)
0.55% more ownership
Funds ownership: 39.46% → 40% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $66.4M → $66.3M (-$116K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.79M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$738K |
| 3 |
HF
HRT Financial
New York
|
+$201K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$193K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$182K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.73M |
| 2 |
HIP
HUB Investment Partners
Austin,
Texas
|
-$254K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$154K |
| 4 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$92K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$74.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$154K | -47,279 | Closed |
|
|
LWM
52
Laidlaw Wealth Management
New York City,
New York
| – | -$92K | -28,400 | Closed |
|
|
RCM
53
RB Capital Management
Reno,
Nevada
| – | -$49K | -15,045 | Closed |
|
|
WAP
54
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | -$40K | -12,180 | Closed |
|
|
IAMOG
55
Investors Asset Management of Georgia
Atlanta,
Georgia
| – | -$28K | -8,613 | Closed |
|
|
GWSG
56
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$3K | -873 | Closed |
|
PIM Hedge Fund Activity: Q4 2022 in Review
49 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q4 2022, worth a combined $66.3M — down 0.17% from $66.4M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PIM positions and 7 closed out — a net gain of 7 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $1.79M. The largest seller was Invesco, cutting an estimated $1.73M.
- 49 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q4 2022, up from 44 in Q3 2022.
- Funds reported $66.3M of Franklin Master Intermediate Income Trust stock for Q4 2022, down 0.17% quarter-over-quarter.
- 14 funds opened new Franklin Master Intermediate Income Trust positions in Q4 2022 and 7 closed out, a net change of +7 holders.
- The largest Franklin Master Intermediate Income Trust buyer in Q4 2022 was Karpus Investment Management, an estimated $1.79M added.
- The largest Franklin Master Intermediate Income Trust seller in Q4 2022 was Invesco, an estimated $1.73M sold.
Based on aggregated 13F filings for Q4 2022.