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PIM

Franklin Master Intermediate Income Trust
PIM

59 hedge funds and large institutions have $88.2M invested in Franklin Master Intermediate Income Trust in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0.5% more ownership

Funds ownership: 55.32% → 55.81% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $89.3M → $88.2M (-$1.14M)

2% less funds holding

Funds holding: 60 → 59 (-1)

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
21
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAM
PVG Asset Management
Colorado
+$2.45M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$120K
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$108K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$95.3K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$81.3K

Top Sellers

1
SF
Summit Financial
New Jersey
-$1.98M
2
NA
NewEdge Advisors
Louisiana
-$86.9K
3
SIA
Sit Investment Associates
Minnesota
-$59.1K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$46.8K
5
LCM
Landscape Capital Management
New Jersey
-$45.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
51
Jones Financial Companies
Missouri
$9.42K +$9.83K +3,000 New
MWPCG
52
Measured Wealth Private Client Group
New Hampshire
$8.18K – – –
HWP
53
Highline Wealth Partners
California
$1.96K – – –
M
54
MOTCO
Texas
$1.79K +$1.79K +547 New
SPIA
55
Steward Partners Investment Advisory
New York
$1.31K – – –
HI
56
Harbour Investments
Wisconsin
$1.11K – – –
FC
57
Financial Consulate
Maryland
$654 – – –
CA
58
CoreCap Advisors
Michigan
$425 – – –
HHCP
59
Hilton Head Capital Partners
South Carolina
$7 – – –
SF
60
Summit Financial
New Jersey
– -$1.98M -592,051 Closed
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
– -$46.8K -14,000 Closed
LCM
62
Landscape Capital Management
New Jersey
– -$45.5K -13,615 Closed
CPIG
63
Chicago Partners Investment Group
Illinois
– -$34.9K -10,600 Closed
GP
64
Gridiron Partners
Pennsylvania
– -$35.1K -10,507 Closed
Bank of America
65
Bank of America
North Carolina
– -$10.7K -3,215 Closed
1 2
3

PIM Hedge Fund Activity: Q1 2026 in Review

59 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q1 2026, worth a combined $88.2M — down 1.3% from $89.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PIM positions and 6 closed out — a net gain of 1 holder — while 21 added to existing stakes and 6 trimmed.

The largest buyer was PVG Asset Management, adding an estimated $2.45M. The largest seller was Summit Financial, exiting entirely with an estimated $1.98M sold.

  • 59 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q1 2026, down from 60 in Q4 2025.
  • Funds reported $88.2M of Franklin Master Intermediate Income Trust stock for Q1 2026, down 1.3% quarter-over-quarter.
  • 7 funds opened new Franklin Master Intermediate Income Trust positions in Q1 2026 and 6 closed out, a net change of +1 holder.
  • The largest Franklin Master Intermediate Income Trust buyer in Q1 2026 was PVG Asset Management, an estimated $2.45M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q1 2026 was Summit Financial, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2026.