PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

49 hedge funds and large institutions have $63.6M invested in Putnam Master Intermediate Income Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-6
Holders Change %
-10.91%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$49.2M
2
TSS
Two Sigma Securities
New York
$187K
3
DAS
Dynamic Advisor Solutions
Arizona
$114K
4
DA
Doliver Advisors
Texas
$69K
5
Invesco
Invesco
Georgia
$2.6M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
$909K
2
UBS Group
UBS Group
Switzerland
$1.41M
3
Bank of America
Bank of America
North Carolina
$1.42M
4
Deutsche Bank
Deutsche Bank
Germany
$0
5
GC
Guggenheim Capital
Illinois
$307K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$49.2M +$672K +143,052 +1%
Invesco
2
Invesco
Georgia
$2.6M +$55.7K +11,851 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.4M -$2.35K -500 -0.1%
Bank of America
4
Bank of America
North Carolina
$1.42M -$218K -46,299 -13%
UBS Group
5
UBS Group
Switzerland
$1.41M -$253K -53,816 -15%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$937K -$10.7K -2,282 -1%
PPA
7
Parametric Portfolio Associates
Washington
$909K -$349K -74,173 -28%
PM
8
Penbrook Management
New York
$803K -$2.35K -500 -0.3%
Morgan Stanley
9
Morgan Stanley
New York
$521K -$55.1K -11,716 -10%
CBA
10
Coastal Bridge Advisors
Connecticut
$331K -$148K -31,410 -31%
SBIA
11
Sheaff Brock Investment Advisors
Indiana
$321K -$16.5K -3,500 -5%
GC
12
Guggenheim Capital
Illinois
$307K -$175K -37,278 -36%
RJA
13
Raymond James & Associates
Florida
$262K -$20K -4,264 -7%
LCM
14
Landscape Capital Management
New Jersey
$227K -$175K -37,289 -44%
TSS
15
Two Sigma Securities
New York
$187K +$139K +29,538 +286%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$181K +$10.3K +2,183 +6%
Wells Fargo
17
Wells Fargo
California
$130K -$1.16K -248 -0.9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$118K +$458 +98 +0.4%
LPL Financial
19
LPL Financial
California
$117K +$43.1K +9,170 +58%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$115K – – –
DAS
21
Dynamic Advisor Solutions
Arizona
$114K +$114K +24,224 New
WA
22
WealthTrust Axiom
Pennsylvania
$106K – – –
IAMOG
23
Investors Asset Management of Georgia
Georgia
$102K -$9.44K -2,000 -8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$93K -$30.5K -6,492 -25%
SRC
25
Shufro Rose & Co
New York
$85K – – –
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