Franklin Master Intermediate Income Trust
PIM
56 hedge funds and large institutions have $135M invested in Franklin Master Intermediate Income Trust in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 5 closing their positions.
200% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 5
113% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 8
52% more capital invested
Capital invested by funds: $88.5M → $135M (+$46.2M)
22% more funds holding
Funds holding: 46 → 56 (+10)
2.5% more ownership
Funds ownership: 53.98% → 56.48% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.6M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$735K |
| 3 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$676K |
| 4 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$558K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$519K |
| 2 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
-$69.2K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$64.8K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$60.5K |
| 5 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$49.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWM
51
Venturi Wealth Management
Austin,
Texas
| $3.51K | +$3.54K | +1,076 | New |
|
|
WA
52
WPG Advisers
Baltimore,
Maryland
| $2.64K | +$2.67K | +809 | New |
|
|
GWSG
53
GPS Wealth Strategies Group
Centennial,
Colorado
| $2.57K | +$49 | +15 | +2% |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| $1.3K | – | – | – |
|
|
HI
55
Harbour Investments
Madison,
Wisconsin
| $1.1K | +$1.12K | +339 | New |
|
|
FIA
56
FNY Investment Advisers
New York
| $1K | – | – | – |
|
|
57
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$519K | -153,034 | Closed |
|
|
LCM
58
Landscape Capital Management
Englewood,
New Jersey
| – | -$64.8K | -19,115 | Closed |
|
|
59
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$60.5K | -17,845 | Closed |
|
|
PWM
60
Perigon Wealth Management
San Francisco,
California
| – | -$49.2K | -14,500 | Closed |
|
|
PS
61
Planned Solutions
Folsom,
California
| – | -$6.23K | -1,839 | Closed |
|
PIM Hedge Fund Activity: Q4 2024 in Review
56 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q4 2024, worth a combined $135M — up 52% from $88.5M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PIM positions and 5 closed out — a net gain of 10 holders — while 17 added to existing stakes and 8 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $1.6M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $519K sold.
- 56 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q4 2024, up from 46 in Q3 2024.
- Funds reported $135M of Franklin Master Intermediate Income Trust stock for Q4 2024, up 52% quarter-over-quarter.
- 15 funds opened new Franklin Master Intermediate Income Trust positions in Q4 2024 and 5 closed out, a net change of +10 holders.
- The largest Franklin Master Intermediate Income Trust buyer in Q4 2024 was 1607 Capital Partners, an estimated $1.6M added.
- The largest Franklin Master Intermediate Income Trust seller in Q4 2024 was Janney Montgomery Scott, an estimated $519K sold.
Based on aggregated 13F filings for Q4 2024.