Franklin Master Intermediate Income Trust
PIM
58 hedge funds and large institutions have $90.8M invested in Franklin Master Intermediate Income Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
4% more funds holding
Funds holding: 56 → 58 (+2)
0.28% more ownership
Funds ownership: 56.48% → 56.76% (+0.28%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
33% less capital invested
Capital invested by funds: $135M → $90.8M (-$43.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$445K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$300K |
| 3 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$168K |
| 4 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$120K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$66.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$676K |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$121K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$117K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$77.8K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$75.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
51
MAI Capital Management
Independence,
Ohio
| $16.6K | – | – | – |
|
|
RIL
52
Rothschild Investment LLC
Chicago,
Illinois
| $16.2K | – | – | – |
|
|
HCM
53
Hollencrest Capital Management
Newport Beach,
California
| $10.2K | – | – | – |
|
54
Bank of America
Charlotte,
North Carolina
| $9.88K | – | – | – |
|
|
CSC
55
Caldwell Sutter Capital
Sausalito,
California
| $5.96K | +$5.92K | +1,796 | New |
|
|
GWSG
56
GPS Wealth Strategies Group
Centennial,
Colorado
| $2.68K | +$69 | +21 | +3% |
|
|
SPIA
57
Steward Partners Investment Advisory
New York
| $1.33K | – | – | – |
|
|
HI
58
Harbour Investments
Madison,
Wisconsin
| $1.13K | – | – | – |
|
|
EP
59
Essential Planning
Portsmouth,
New Hampshire
| – | -$676K | -205,205 | Closed |
|
60
Jane Street
New York
| – | -$34.9K | -10,694 | Closed |
|
|
VWM
61
Venturi Wealth Management
Austin,
Texas
| – | -$3.51K | -1,076 | Closed |
|
|
WA
62
WPG Advisers
Baltimore,
Maryland
| – | -$2.64K | -809 | Closed |
|
|
FIA
63
FNY Investment Advisers
New York
| – | -$1K | -500 | Closed |
|
PIM Hedge Fund Activity: Q1 2025 in Review
58 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q1 2025, worth a combined $90.8M — down 33% from $135M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PIM positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 11 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $445K. The largest seller was Essential Planning, exiting entirely with an estimated $676K sold.
- 58 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q1 2025, up from 56 in Q4 2024.
- Funds reported $90.8M of Franklin Master Intermediate Income Trust stock for Q1 2025, down 33% quarter-over-quarter.
- 7 funds opened new Franklin Master Intermediate Income Trust positions in Q1 2025 and 5 closed out, a net change of +2 holders.
- The largest Franklin Master Intermediate Income Trust buyer in Q1 2025 was Janney Montgomery Scott, an estimated $445K added.
- The largest Franklin Master Intermediate Income Trust seller in Q1 2025 was Essential Planning, an estimated $676K sold.
Based on aggregated 13F filings for Q1 2025.