PIM

Putnam Master Intermediate Income Trust

47 hedge funds and large institutions have $45.2M invested in Putnam Master Intermediate Income Trust in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
10
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$33.1M 8,124,828 -615,441 -7%
TA
2
TCG Advisors
Texas
$2.38M 582,085 +43,537 +8%
Invesco
3
Invesco
Georgia
$2.01M 493,319 +11,293 +2%
GCP
4
Gill Capital Partners
Colorado
$826K 202,511 +202,511 New
UBS Group
5
UBS Group
Switzerland
$619K 151,648 +2,665 +2%
Wells Fargo
6
Wells Fargo
California
$543K 132,992 -7,812 -6%
PM
7
Penbrook Management
New York
$514K 125,889 -13,500 -10%
Morgan Stanley
8
Morgan Stanley
New York
$459K 112,555 -66,659 -37%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$393K 96,225 +96,225 New
MAFM
10
Mid Atlantic Financial Management
Pennsylvania
$369K 90,504 +30,304 +50%
RJA
11
Raymond James & Associates
Florida
$328K 80,404 +25,055 +45%
Bank of America
12
Bank of America
North Carolina
$306K 74,904 -13,312 -15%
SWP
13
Stratos Wealth Partners
Ohio
$305K 74,700 +74,700 New
CBA
14
Coastal Bridge Advisors
Connecticut
$297K 72,828 +1,215 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$284K 69,513 -5,738 -8%
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$270K 66,272
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$235K 57,782 -14,668 -20%
LCM
18
Landscape Capital Management
New Jersey
$227K 55,528 +55,528 New
NFG
19
Next Financial Group
Texas
$181K 44,400 +15,000 +51%
LPL Financial
20
LPL Financial
California
$146K 35,849 +22,561 +170%
DAS
21
Dynamic Advisor Solutions
Arizona
$145K 35,617 -5,307 -13%
CWP
22
Capital Wealth Planning
Florida
$116K 28,400 +28,400 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$92K 22,577 -6,740 -23%
PPA
24
Parametric Portfolio Associates
Washington
$91K 22,203 -62,531 -74%
WA
25
WealthTrust Axiom
Pennsylvania
$90K 22,200