PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

58 hedge funds and large institutions have $57.6M invested in Putnam Master Intermediate Income Trust in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
21
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$1.29M
2
Invesco
2
Invesco
Georgia
$2.63M
3
LCM
3
Landscape Capital Management
New Jersey
$498K
4
TSS
4
Two Sigma Securities
New York
$97K
5
AG
5
Advisor Group
Arizona
$111K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
SIA
2
Sit Investment Associates
Minnesota
$43.6M
3
GC
3
Guggenheim Capital
Illinois
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$0
5
DA
5
Doliver Advisors
Texas
$162K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$43.6M 9,655,404 -256,690 -3%
Invesco
2
Invesco
Georgia
$2.63M 582,625 +41,474 +8%
Bank of America
3
Bank of America
North Carolina
$1.4M 308,758 +17,769 +6%
1CP
4
1607 Capital Partners
Virginia
$1.29M 285,000 +285,000 New
UBS Group
5
UBS Group
Switzerland
$1.19M 263,978 -3,639 -1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$832K 184,098 -1,367 -0.7%
PM
7
Penbrook Management
New York
$773K 170,954 – –
PPA
8
Parametric Portfolio Associates
Washington
$751K 166,154 +4,506 +3%
Morgan Stanley
9
Morgan Stanley
New York
$618K 136,692 +14,739 +12%
SFS
10
Shaker Financial Services
Virginia
$536K 118,487 -12,912 -10%
LCM
11
Landscape Capital Management
New Jersey
$498K 110,106 +25,756 +31%
CBA
12
Coastal Bridge Advisors
Connecticut
$314K 69,460 +769 +1%
Wells Fargo
13
Wells Fargo
California
$310K 68,595 +1,902 +3%
SBIA
14
Sheaff Brock Investment Advisors
Indiana
$300K 66,272 -2,000 -3%
RJA
15
Raymond James & Associates
Florida
$297K 65,749 +75 +0.1%
SI
16
Stephens Inc
Arkansas
$189K 41,855 +6,432 +18%
DA
17
Doliver Advisors
Texas
$162K 35,946 -26,309 -42%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$159K 35,286 +3,000 +9%
DAS
19
Dynamic Advisor Solutions
Arizona
$149K 32,882 +49 +0.1%
LPL Financial
20
LPL Financial
California
$115K 25,544 -3,374 -12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$115K 25,417 +88 +0.3%
AG
22
Advisor Group
Arizona
$111K 24,647 +18,147 +279%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$110K 24,363 +11,406 +88%
WA
24
WealthTrust Axiom
Pennsylvania
$100K 22,200 – –
TSS
25
Two Sigma Securities
New York
$97K 21,556 +21,556 New
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