PIM

Putnam Master Intermediate Income Trust

43 hedge funds and large institutions have $56.5M invested in Putnam Master Intermediate Income Trust in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
10
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$47.3M +$7.22M +1,757,351 +18%
Invesco
2
Invesco
Georgia
$1.95M +$389K +94,780 +25%
SFS
3
Shaker Financial Services
Virginia
$1.69M +$296K +71,968 +21%
GCP
4
Gill Capital Partners
Colorado
$842K +$8.4K +2,045 +1%
PM
5
Penbrook Management
New York
$810K +$293K +71,263 +57%
Morgan Stanley
6
Morgan Stanley
New York
$443K -$32.1K -7,813 -7%
MAFM
7
Mid Atlantic Financial Management
Pennsylvania
$431K +$46.4K +11,200 +12%
UBS Group
8
UBS Group
Switzerland
$415K -$172K -41,825 -29%
CBA
9
Coastal Bridge Advisors
Connecticut
$311K +$5.95K +1,448 +2%
SBIA
10
Sheaff Brock Investment Advisors
Indiana
$272K
Bank of America
11
Bank of America
North Carolina
$233K -$150K -36,412 -39%
RJA
12
Raymond James & Associates
Florida
$206K -$44.3K -10,792 -18%
LPL Financial
13
LPL Financial
California
$176K +$4.27K +1,037 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$155K -$11.5K -2,803 -7%
DAS
15
Dynamic Advisor Solutions
Arizona
$134K -$24.7K -6,007 -16%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$93K -$70 -17 -0.1%
WA
17
WealthTrust Axiom
Pennsylvania
$91K +$49 +12 +0.1%
BS
18
Boenning & Scattergood
Pennsylvania
$82K
Wells Fargo
19
Wells Fargo
California
$71K -$451K -109,679 -86%
CFG
20
Citizens Financial Group
Rhode Island
$68K
NL
21
NWAM LLC
Washington
$66K
OC
22
Oarsman Capital
Wisconsin
$65K
Citadel Advisors
23
Citadel Advisors
Florida
$65K +$65K +15,811 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$62K -$114K -27,843 -65%
GLLW
25
Graves Light Lenhart Wealth
Virginia
$59K