PIM

Putnam Master Intermediate Income Trust

50 hedge funds and large institutions have $53.5M invested in Putnam Master Intermediate Income Trust in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$36.6M 7,968,294 -355,044 -4%
1CP
2
1607 Capital Partners
Virginia
$5.47M 1,190,634 -550,300 -32%
Invesco
3
Invesco
Georgia
$2.75M 599,664 +32,917 +6%
SFS
4
Shaker Financial Services
Virginia
$893K 194,450 +194,450 New
Bank of America
5
Bank of America
North Carolina
$879K 191,519 -80,182 -30%
PM
6
Penbrook Management
New York
$785K 170,954
Morgan Stanley
7
Morgan Stanley
New York
$730K 158,995 +1,833 +1%
UBS Group
8
UBS Group
Switzerland
$628K 136,832 -7,882 -5%
PPA
9
Parametric Portfolio Associates
Washington
$484K 105,523 -33,851 -24%
LCM
10
Landscape Capital Management
New Jersey
$467K 101,847 -64,685 -39%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$390K 85,037 -4,155 -5%
RJA
12
Raymond James & Associates
Florida
$353K 76,845 +15,606 +25%
CBA
13
Coastal Bridge Advisors
Connecticut
$333K 72,524 +1,121 +2%
Wells Fargo
14
Wells Fargo
California
$318K 69,289 +2,915 +4%
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$304K 66,272
DAS
16
Dynamic Advisor Solutions
Arizona
$186K 40,593 -4,295 -10%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$168K 36,663 +18,678 +104%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$150K 32,700
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$142K 31,046 -195 -0.6%
CWP
20
Capital Wealth Planning
Florida
$130K 28,400 +28,400 New
LPL Financial
21
LPL Financial
California
$119K 25,891 -6 -0%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$112K 24,449 -17,270 -41%
WA
23
WealthTrust Axiom
Pennsylvania
$101K 22,200
9WM
24
9258 Wealth Management
Ohio
$85K 18,584 -3,750 -17%
AG
25
Advisor Group
Arizona
$83K 18,147