PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

49 hedge funds and large institutions have $54.8M invested in Putnam Master Intermediate Income Trust in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 10 closing their positions.

Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
6
Increased
15
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCIM
1
Chapwood Capital Investment Management
Texas
$302K
2
TA
2
TCG Advisors
Texas
$2.55M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$357K
4
BS
4
Boenning & Scattergood
Pennsylvania
$95K
5
Invesco
5
Invesco
Georgia
$2.29M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$41.4M
2
SFS
2
Shaker Financial Services
Virginia
$683K
3
PPA
3
Parametric Portfolio Associates
Washington
$402K
4
Bank of America
4
Bank of America
North Carolina
$418K
5
CWP
5
Capital Wealth Planning
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$41.4M 8,740,269 -73,433 -0.8%
TA
2
TCG Advisors
Texas
$2.55M 538,548 +56,846 +12%
Invesco
3
Invesco
Georgia
$2.29M 482,026 +15,400 +3%
Morgan Stanley
4
Morgan Stanley
New York
$849K 179,214 +8,315 +5%
UBS Group
5
UBS Group
Switzerland
$707K 148,983 +10,748 +8%
SFS
6
Shaker Financial Services
Virginia
$683K 144,132 -66,493 -32%
Wells Fargo
7
Wells Fargo
California
$668K 140,804 +12,537 +10%
PM
8
Penbrook Management
New York
$661K 139,389 – –
Bank of America
9
Bank of America
North Carolina
$418K 88,216 -34,927 -28%
PPA
10
Parametric Portfolio Associates
Washington
$402K 84,734 -56,314 -40%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$357K 75,251 +40,516 +117%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$343K 72,450 -13,963 -16%
CBA
13
Coastal Bridge Advisors
Connecticut
$339K 71,613 -2,039 -3%
SBIA
14
Sheaff Brock Investment Advisors
Indiana
$314K 66,272 – –
CCIM
15
Chapwood Capital Investment Management
Texas
$302K 63,682 +63,682 New
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$285K 60,200 +6,300 +12%
RJA
17
Raymond James & Associates
Florida
$262K 55,349 -13,511 -20%
DAS
18
Dynamic Advisor Solutions
Arizona
$194K 40,924 +1,194 +3%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$139K 29,317 +4,851 +20%
NFG
20
Next Financial Group
Texas
$139K 29,400 +12,275 +72%
BCA
21
Biltmore Capital Advisors
New Jersey
$109K 23,000 +10,000 +77%
WA
22
WealthTrust Axiom
Pennsylvania
$105K 22,200 – –
FIA
23
FNY Investment Advisers
New York
$105K 22,290 +1,432 +7%
BS
24
Boenning & Scattergood
Pennsylvania
$95K 19,955 +19,955 New
AG
25
Advisor Group
Arizona
$87K 18,380 +233 +1%
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