PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

55 hedge funds and large institutions have $68.1M invested in Putnam Master Intermediate Income Trust in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$42.3M
2
LCM
2
Landscape Capital Management
New Jersey
$2.44M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$941K
4
Invesco
4
Invesco
Georgia
$2.82M
5
Morgan Stanley
5
Morgan Stanley
New York
$586K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$0
2
Wells Fargo
2
Wells Fargo
California
$1.27M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$7.84M
4
SCM
4
Sterneck Capital Management
Missouri
$416K
5
DA
5
Doliver Advisors
Texas
$83K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$42.3M 9,023,887 +340,248 +4%
AWMS
2
Advocacy Wealth Management Services
Georgia
$7.84M 1,672,471 -116,094 -6%
Invesco
3
Invesco
Georgia
$2.82M 601,565 +51,910 +9%
LCM
4
Landscape Capital Management
New Jersey
$2.44M 526,547 +134,748 +34%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.4M 511,468 – –
UBS Group
6
UBS Group
Switzerland
$2.38M 507,783 +17,546 +4%
Wells Fargo
7
Wells Fargo
California
$1.27M 270,411 -255,125 -49%
Bank of America
8
Bank of America
North Carolina
$1.12M 238,916 +17,837 +8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$941K 200,617 +93,275 +87%
Morgan Stanley
10
Morgan Stanley
New York
$586K 124,851 +45,247 +57%
GC
11
Guggenheim Capital
Illinois
$499K 106,411 +19,144 +22%
SCM
12
Sterneck Capital Management
Missouri
$416K 88,653 -69,110 -44%
SBIA
13
Sheaff Brock Investment Advisors
Indiana
$337K 71,772 +44,000 +158%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$322K 68,682 +43,522 +173%
Deutsche Bank
15
Deutsche Bank
Germany
$196K 42,000 +42,000 New
CBA
16
Coastal Bridge Advisors
Connecticut
$194K 41,332 +41,332 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$182K 38,769 +38,769 New
LPL Financial
18
LPL Financial
California
$138K 29,165 -632 -2%
RJA
19
Raymond James & Associates
Florida
$134K 28,513 +2,000 +8%
IAMOG
20
Investors Asset Management of Georgia
Georgia
$122K 26,113 -4,000 -13%
FIMG
21
Financial & Investment Management Group
Michigan
$119K 25,420 – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
$109K 23,163 -189 -0.8%
WA
23
WealthTrust Axiom
Pennsylvania
$106K 22,700 – –
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$95K 20,278 +21 +0.1%
DA
25
Doliver Advisors
Texas
$83K 17,722 -16,594 -48%
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