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PIM

Franklin Master Intermediate Income Trust
PIM

58 hedge funds and large institutions have $55.6M invested in Franklin Master Intermediate Income Trust in 2013 Q2 according to their latest regulatory filings, with 58 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

16.98% more ownership

Funds ownership: 0% → 16.98% (+17%)

Holders
58
Holders Change
+58
Holders Change %
–
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
58
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$9.82M +$10.1M +1,972,241 New
Wells Fargo
2
Wells Fargo
California
$7.68M +$7.88M +1,541,664 New
FAAM
3
First Allied Asset Management
California
$6.42M +$6.56M +1,282,758 New
FAAS
4
First Allied Advisory Services
California
$4.74M +$4.83M +945,356 New
NCM
5
Newgate Capital Management
Connecticut
$4.08M +$4.18M +818,584 New
Invesco
6
Invesco
Georgia
$2.44M +$2.51M +490,843 New
1CP
7
1607 Capital Partners
Virginia
$2.35M +$2.41M +472,429 New
U
8
UBS
Switzerland
$2.02M +$2.07M +404,919 New
Morgan Stanley
9
Morgan Stanley
New York
$1.87M +$1.92M +375,052 New
SCM
10
Sterneck Capital Management
Missouri
$1.73M +$1.77M +346,671 New
RCM
11
Rivernorth Capital Management
Florida
$1.67M +$1.72M +335,725 New
SFS
12
Shaker Financial Services
Virginia
$1.29M +$1.32M +259,079 New
Bank of America
13
Bank of America
North Carolina
$1.1M +$1.13M +220,250 New
FIMG
14
Financial & Investment Management Group
Michigan
$1.09M +$1.12M +218,730 New
PPA
15
Parametric Portfolio Associates
Washington
$1M +$1.03M +201,772 New
CA
16
Cornerstone Advisors
North Carolina
$907K +$931K +182,085 New
PI
17
Placemark Investments
Illinois
$731K +$750K +146,815 New
DA
18
Doliver Advisors
Texas
$694K +$712K +139,383 New
Barclays
19
Barclays
United Kingdom
$524K +$538K +105,282 New
GC
20
Guggenheim Capital
Illinois
$463K +$476K +93,119 New
LPL Financial
21
LPL Financial
California
$424K +$435K +85,094 New
Citigroup
22
Citigroup
New York
$305K +$313K +61,262 New
Ameriprise
23
Ameriprise
Minnesota
$257K +$264K +51,656 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$236K +$242K +47,365 New
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$220K +$226K +44,125 New
1
2 3

PIM Hedge Fund Activity: Q2 2013 in Review

58 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q2 2013, worth a combined $55.6M.

Buyers outnumbered sellers: 58 funds opened new PIM positions and 0 closed out — a net gain of 58 holders — while 0 added to existing stakes and 0 trimmed.

  • 58 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $55.6M of Franklin Master Intermediate Income Trust stock for Q2 2013.
  • 58 funds opened new Franklin Master Intermediate Income Trust positions in Q2 2013 and 0 closed out, a net change of +58 holders.

Based on aggregated 13F filings for Q2 2013.