PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

46 hedge funds and large institutions have $51.4M invested in Putnam Master Intermediate Income Trust in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
9
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$39.8M
2
SFS
2
Shaker Financial Services
Virginia
$1.39M
3
Jane Street
3
Jane Street
New York
$101K
4
Bank of America
4
Bank of America
North Carolina
$380K
5
HF
5
HRT Financial
New York
$51K

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.55M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
SWP
3
Stratos Wealth Partners
Ohio
$0
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
CWP
5
Capital Wealth Planning
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$39.8M 9,751,409 +1,626,581 +20%
TA
2
TCG Advisors
Texas
$2.28M 558,782 -23,303 -4%
Invesco
3
Invesco
Georgia
$1.55M 380,228 -113,091 -23%
SFS
4
Shaker Financial Services
Virginia
$1.39M 340,191 +340,191 New
GCP
5
Gill Capital Partners
Colorado
$828K 202,937 +426 +0.2%
UBS Group
6
UBS Group
Switzerland
$584K 142,927 -8,721 -6%
Wells Fargo
7
Wells Fargo
California
$518K 126,958 -6,034 -5%
PM
8
Penbrook Management
New York
$514K 125,889 – –
Morgan Stanley
9
Morgan Stanley
New York
$472K 115,618 +3,063 +3%
Bank of America
10
Bank of America
North Carolina
$380K 93,040 +18,136 +24%
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$379K 92,904 +2,400 +3%
CBA
12
Coastal Bridge Advisors
Connecticut
$303K 74,254 +1,426 +2%
SBIA
13
Sheaff Brock Investment Advisors
Indiana
$270K 66,272 – –
RJA
14
Raymond James & Associates
Florida
$249K 60,967 -19,437 -24%
NFG
15
Next Financial Group
Texas
$181K 44,400 – –
RJFSA
16
Raymond James Financial Services Advisors
Florida
$175K 42,934 -26,579 -38%
LPL Financial
17
LPL Financial
California
$170K 41,730 +5,881 +16%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$165K 40,518 -17,264 -30%
DAS
19
Dynamic Advisor Solutions
Arizona
$157K 38,579 +2,962 +8%
Jane Street
20
Jane Street
New York
$101K 24,866 +24,866 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$92K 22,577 – –
WA
22
WealthTrust Axiom
Pennsylvania
$90K 22,208 +8 +0%
BS
23
Boenning & Scattergood
Pennsylvania
$81K 19,955 – –
CFG
24
Citizens Financial Group
Rhode Island
$67K 16,476 – –
OC
25
Oarsman Capital
Wisconsin
$65K 15,900 – –
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