PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

46 hedge funds and large institutions have $83.9M invested in Putnam Master Intermediate Income Trust in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-8
Holders Change %
-14.81%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
15
Reduced
9
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$70.1M
2
PI
PFG Investments
New York
$769K
3
FSI
Flow State Investments
Illinois
$224K
4
SFS
Shaker Financial Services
Virginia
$149K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$318K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
$2.05M
2
TW
Transform Wealth
Colorado
$0
3
Morgan Stanley
Morgan Stanley
New York
$599K
4
Invesco
Invesco
Georgia
$211K
5
CCP
Clough Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFG Advisory
Georgia
– -$34.3K -10,750 Closed
IAMOG
52
Investors Asset Management of Georgia
Georgia
– -$33.6K -10,613 Closed
FMTCOCP
53
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$14K -4,500 Closed
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
– -$13.3K -4,160 Closed
Comerica Bank
55
Comerica Bank
Texas
– -$9.57K -3,000 Closed
PS
56
Planned Solutions
California
– -$5.52K -1,729 Closed
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
– -$1K -187 Closed
1 2
3