PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

57 hedge funds and large institutions have $65.6M invested in Putnam Master Intermediate Income Trust in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
57
Holders Change
+14
Holders Change %
+32.56%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
13
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$51.1M
2
LCM
2
Landscape Capital Management
New Jersey
$537K
3
SFS
3
Shaker Financial Services
Virginia
$2.19M
4
TCA
4
Transcend Capital Advisors
New Jersey
$334K
5
SKK
5
Shepherd Kaplan Krochuk
Massachusetts
$293K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$24K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RJA
3
Raymond James & Associates
Florida
$177K
4
LPL Financial
4
LPL Financial
California
$156K
5
GCP
5
Gill Capital Partners
Colorado
$855K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$51.1M 12,089,753 +580,993 +5%
HIP
2
HUB Investment Partners
Texas
$2.2M 536,302 +536,302 New
SFS
3
Shaker Financial Services
Virginia
$2.19M 517,250 +105,091 +25%
Invesco
4
Invesco
Georgia
$2.12M 501,664 +26,656 +6%
GCP
5
Gill Capital Partners
Colorado
$855K 202,203 -2,779 -1%
PM
6
Penbrook Management
New York
$834K 197,152 – –
Morgan Stanley
7
Morgan Stanley
New York
$715K 169,075 +61,270 +57%
LCM
8
Landscape Capital Management
New Jersey
$537K 127,037 +127,037 New
MAFM
9
Mid Atlantic Financial Management
Pennsylvania
$475K 112,304 +8,200 +8%
UBS Group
10
UBS Group
Switzerland
$435K 102,910 +1,808 +2%
TCA
11
Transcend Capital Advisors
New Jersey
$334K 79,020 +79,020 New
CBA
12
Coastal Bridge Advisors
Connecticut
$327K 77,211 +1,509 +2%
SKK
13
Shepherd Kaplan Krochuk
Massachusetts
$293K 69,350 +69,350 New
SBIA
14
Sheaff Brock Investment Advisors
Indiana
$280K 66,272 – –
Millennium Management
15
Millennium Management
New York
$269K 63,480 +63,480 New
OC
16
Oppenheimer & Co
New York
$199K 47,200 +47,200 New
RJA
17
Raymond James & Associates
Florida
$177K 41,924 -8,251 -16%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$163K 38,586 +871 +2%
LPL Financial
19
LPL Financial
California
$156K 36,940 -5,827 -14%
Citigroup
20
Citigroup
New York
$135K 31,914 +31,914 New
DAS
21
Dynamic Advisor Solutions
Arizona
$130K 30,829 -1,743 -5%
LWM
22
Laidlaw Wealth Management
New York
$120K 28,400 +28,400 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$104K 24,560 +2,000 +9%
WA
24
WealthTrust Axiom
Pennsylvania
$94K 22,233 +13 +0.1%
BFS
25
Bard Financial Services
Connecticut
$91K 21,540 +21,540 New
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