PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

54 hedge funds and large institutions have $53.6M invested in Putnam Master Intermediate Income Trust in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$40.5M
2
TA
2
TCG Advisors
Texas
$2.21M
3
Wells Fargo
3
Wells Fargo
California
$589K
4
PPA
4
Parametric Portfolio Associates
Washington
$647K
5
AGM
5
Alpine Global Management
New York
$110K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$0
2
Invesco
2
Invesco
Georgia
$2.14M
3
LCM
3
Landscape Capital Management
New Jersey
$126K
4
Bank of America
4
Bank of America
North Carolina
$565K
5
PM
5
Penbrook Management
New York
$640K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$40.5M 8,813,702 +845,408 +11%
TA
2
TCG Advisors
Texas
$2.21M 481,702 +481,702 New
Invesco
3
Invesco
Georgia
$2.14M 466,626 -133,038 -22%
SFS
4
Shaker Financial Services
Virginia
$967K 210,625 +16,175 +8%
Morgan Stanley
5
Morgan Stanley
New York
$785K 170,899 +11,904 +7%
PPA
6
Parametric Portfolio Associates
Washington
$647K 141,048 +35,525 +34%
PM
7
Penbrook Management
New York
$640K 139,389 -31,565 -18%
UBS Group
8
UBS Group
Switzerland
$635K 138,235 +1,403 +1%
Wells Fargo
9
Wells Fargo
California
$589K 128,267 +58,978 +85%
Bank of America
10
Bank of America
North Carolina
$565K 123,143 -68,376 -36%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$396K 86,413 +1,376 +2%
CBA
12
Coastal Bridge Advisors
Connecticut
$338K 73,652 +1,128 +2%
RJA
13
Raymond James & Associates
Florida
$316K 68,860 -7,985 -10%
SBIA
14
Sheaff Brock Investment Advisors
Indiana
$304K 66,272 – –
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$247K 53,900 +21,200 +65%
DAS
16
Dynamic Advisor Solutions
Arizona
$182K 39,730 -863 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$159K 34,735 -1,928 -5%
CWP
18
Capital Wealth Planning
Florida
$133K 28,400 – –
LCM
19
Landscape Capital Management
New Jersey
$126K 27,348 -74,499 -73%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$121K 26,307 -4,739 -15%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$112K 24,466 +17 +0.1%
AGM
22
Alpine Global Management
New York
$110K 23,912 +23,912 New
WA
23
WealthTrust Axiom
Pennsylvania
$101K 22,200 – –
FIA
24
FNY Investment Advisers
New York
$95K 20,858 +20,615 +8,484%
9WM
25
9258 Wealth Management
Ohio
$85K 18,584 – –
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