PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

55 hedge funds and large institutions have $65.6M invested in Putnam Master Intermediate Income Trust in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
15
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$49.2M
2
Bank of America
2
Bank of America
North Carolina
$1.67M
3
PPA
3
Parametric Portfolio Associates
Washington
$1.28M
4
LCM
4
Landscape Capital Management
New Jersey
$409K
5
Squarepoint
5
Squarepoint
New York
$83K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.69M
2
GC
2
Guggenheim Capital
Illinois
$489K
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$26K
5
IA
5
IFP Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$49.2M 10,322,659 +757,349 +8%
Invesco
2
Invesco
Georgia
$2.58M 540,770 +6,343 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.44M 511,468 – –
UBS Group
4
UBS Group
Switzerland
$1.69M 353,847 -125,411 -26%
Bank of America
5
Bank of America
North Carolina
$1.67M 349,173 +59,970 +21%
PPA
6
Parametric Portfolio Associates
Washington
$1.28M 267,513 +35,232 +15%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$962K 201,648 +6,182 +3%
PM
8
Penbrook Management
New York
$818K 171,454 +171,454 New
Morgan Stanley
9
Morgan Stanley
New York
$585K 122,530 +4,197 +4%
GC
10
Guggenheim Capital
Illinois
$489K 102,566 -50,018 -33%
CBA
11
Coastal Bridge Advisors
Connecticut
$489K 101,766 +6,158 +6%
LCM
12
Landscape Capital Management
New Jersey
$409K 85,647 +33,839 +65%
SBIA
13
Sheaff Brock Investment Advisors
Indiana
$342K 71,772 – –
RJA
14
Raymond James & Associates
Florida
$287K 60,105 -2,814 -4%
Deutsche Bank
15
Deutsche Bank
Germany
$200K 42,000 – –
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$173K 36,348 – –
Wells Fargo
17
Wells Fargo
California
$133K 27,971 +2,394 +9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$125K 26,267 +7,580 +41%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$120K 25,133 +95 +0.4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$117K 24,573 +10 +0%
YP
21
Yellowstone Partners
Idaho
$115K 24,170 +53 +0.2%
IAMOG
22
Investors Asset Management of Georgia
Georgia
$113K 23,613 -2,500 -10%
WA
23
WealthTrust Axiom
Pennsylvania
$108K 22,700 – –
PTC
24
Philadelphia Trust Company
Pennsylvania
$89K 18,591 – –
Squarepoint
25
Squarepoint
New York
$83K 17,500 +17,500 New
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