PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

51 hedge funds and large institutions have $65.9M invested in Putnam Master Intermediate Income Trust in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$7.28M
2
SIA
2
Sit Investment Associates
Minnesota
$38.6M
3
LCM
3
Laurion Capital Management
New York
$409K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$468K
5
GC
5
Guggenheim Capital
Illinois
$168K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.33M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$29K
3
1CP
3
1607 Capital Partners
Virginia
$6.94M
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
UBS Group
5
UBS Group
Switzerland
$2.04M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$38.6M 8,743,371 +157,288 +2%
AWMS
2
Advocacy Wealth Management Services
Georgia
$7.28M 1,647,543 +479,779 +41%
1CP
3
1607 Capital Partners
Virginia
$6.94M 1,569,047 -507,084 -24%
Invesco
4
Invesco
Georgia
$2.47M 557,892 +20,481 +4%
Wells Fargo
5
Wells Fargo
California
$2.33M 527,554 -775,498 -60%
UBS Group
6
UBS Group
Switzerland
$2.04M 460,912 -75,462 -14%
LCM
7
Landscape Capital Management
New Jersey
$965K 218,382 -63,953 -23%
PM
8
Penbrook Management
New York
$766K 173,343 – –
SCM
9
Sterneck Capital Management
Missouri
$740K 167,485 -16,600 -9%
Bank of America
10
Bank of America
North Carolina
$691K 156,286 +4,621 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$468K 105,930 +45,975 +77%
LCM
12
Laurion Capital Management
New York
$409K 92,523 +56,464 +157%
Morgan Stanley
13
Morgan Stanley
New York
$245K 55,357 +1,180 +2%
GC
14
Guggenheim Capital
Illinois
$168K 38,001 +38,001 New
IAMOG
15
Investors Asset Management of Georgia
Georgia
$142K 32,113 -4,750 -13%
LPL Financial
16
LPL Financial
California
$132K 29,943 -4,847 -14%
DA
17
Doliver Advisors
Texas
$124K 28,149 -6,553 -19%
SBIA
18
Sheaff Brock Investment Advisors
Indiana
$114K 25,772 -2,000 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$113K 25,467 -2,446 -9%
YP
20
Yellowstone Partners
Idaho
$106K 23,908 +52 +0.2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$103K 23,352 -1,106 -5%
WA
22
WealthTrust Axiom
Pennsylvania
$100K 22,700 – –
RJA
23
Raymond James & Associates
Florida
$100K 22,711 +2,544 +13%
NL
24
NWAM LLC
Washington
$73K 16,598 – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$72K 16,197 +1,118 +7%
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