PIM

Putnam Master Intermediate Income Trust

48 hedge funds and large institutions have $56.6M invested in Putnam Master Intermediate Income Trust in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$37.8M -$2.85M -627,480 -7%
1CP
2
1607 Capital Partners
Virginia
$7.9M +$485K +106,800 +7%
Invesco
3
Invesco
Georgia
$2.57M +$166K +36,632 +7%
Bank of America
4
Bank of America
North Carolina
$1.23M +$5.02K +1,105 +0.4%
PM
5
Penbrook Management
New York
$776K
LCM
6
Landscape Capital Management
New Jersey
$756K +$230K +50,560 +44%
Morgan Stanley
7
Morgan Stanley
New York
$714K +$120K +26,504 +20%
UBS Group
8
UBS Group
Switzerland
$657K -$382K -84,197 -37%
PPA
9
Parametric Portfolio Associates
Washington
$633K -$75.8K -16,686 -11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$404K -$25.5K -5,630 -6%
CBA
11
Coastal Bridge Advisors
Connecticut
$324K +$5.15K +1,135 +2%
Wells Fargo
12
Wells Fargo
California
$301K -$2.66K -587 -0.9%
SBIA
13
Sheaff Brock Investment Advisors
Indiana
$301K
RJA
14
Raymond James & Associates
Florida
$278K -$44.9K -9,888 -14%
DAS
15
Dynamic Advisor Solutions
Arizona
$204K +$36.6K +8,045 +22%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$189K +$29.1K +6,433 +18%
MAFM
17
Mid Atlantic Financial Management
Pennsylvania
$148K -$300K -66,200 -67%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$142K +$2.07K +455 +1%
CCP
19
Clough Capital Partners
Massachusetts
$138K
LPL Financial
20
LPL Financial
California
$118K +$5.67K +1,245 +5%
9WM
21
9258 Wealth Management
Ohio
$101K
WA
22
WealthTrust Axiom
Pennsylvania
$100K
NL
23
NWAM LLC
Washington
$84K
RJFSA
24
Raymond James Financial Services Advisors
Florida
$82K -$4.12K -903 -5%
AG
25
Advisor Group
Arizona
$82K