PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

52 hedge funds and large institutions have $56.6M invested in Putnam Master Intermediate Income Trust in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 12 closing their positions.

Holders
52
Holders Change
-6
Holders Change %
-10.34%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
8
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$6.95M
2
GCP
2
Gill Capital Partners
Colorado
$982K
3
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$420K
4
CCP
4
Clough Capital Partners
Massachusetts
$129K
5
9WM
5
9258 Wealth Management
Ohio
$95K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$38M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$403K
4
Invesco
4
Invesco
Georgia
$2.25M
5
SI
5
Stephens Inc
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$38M 8,950,818 -704,586 -7%
1CP
2
1607 Capital Partners
Virginia
$6.95M 1,634,134 +1,349,134 +473%
Invesco
3
Invesco
Georgia
$2.25M 530,115 -52,510 -9%
Bank of America
4
Bank of America
North Carolina
$1.15M 270,596 -38,162 -12%
GCP
5
Gill Capital Partners
Colorado
$982K 205,389 +205,389 New
UBS Group
6
UBS Group
Switzerland
$973K 228,911 -35,067 -13%
PM
7
Penbrook Management
New York
$727K 170,954 – –
PPA
8
Parametric Portfolio Associates
Washington
$663K 156,060 -10,094 -6%
Morgan Stanley
9
Morgan Stanley
New York
$555K 130,658 -6,034 -4%
LCM
10
Landscape Capital Management
New Jersey
$493K 115,972 +5,866 +5%
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$420K 98,900 +98,900 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$403K 94,822 -89,276 -48%
RJA
13
Raymond James & Associates
Florida
$302K 71,127 +5,378 +8%
CBA
14
Coastal Bridge Advisors
Connecticut
$299K 70,268 +808 +1%
Wells Fargo
15
Wells Fargo
California
$285K 66,961 -1,634 -2%
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$282K 66,272 – –
DAS
17
Dynamic Advisor Solutions
Arizona
$161K 36,843 +3,961 +12%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$150K 35,286 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$131K 30,786 +5,369 +21%
CCP
20
Clough Capital Partners
Massachusetts
$129K 30,300 +30,300 New
LPL Financial
21
LPL Financial
California
$105K 24,652 -892 -3%
9WM
22
9258 Wealth Management
Ohio
$95K 22,334 +22,334 New
WA
23
WealthTrust Axiom
Pennsylvania
$94K 22,200 – –
RJFSA
24
Raymond James Financial Services Advisors
Florida
$80K 18,888 -1,000 -5%
NL
25
NWAM LLC
Washington
$79K 18,500 -2,500 -12%
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