PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

55 hedge funds and large institutions have $72.3M invested in Putnam Master Intermediate Income Trust in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
15
Reduced
13
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$55.8M
2
SFS
2
Shaker Financial Services
Virginia
$3.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.85M
4
PPA
4
Parametric Portfolio Associates
Washington
$666K
5
Invesco
5
Invesco
Georgia
$2.67M

Top Sellers

1
HIP
1
HUB Investment Partners
Texas
$854K
2
Millennium Management
2
Millennium Management
New York
$0
3
DAS
3
Dynamic Advisor Solutions
Arizona
$0
4
Citigroup
4
Citigroup
New York
$2K
5
TCA
5
Transcend Capital Advisors
New Jersey
$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$55.8M +$3.52M +815,893 +7%
SFS
2
Shaker Financial Services
Virginia
$3.5M +$1.26M +292,352 +57%
Invesco
3
Invesco
Georgia
$2.67M +$507K +117,408 +23%
Morgan Stanley
4
Morgan Stanley
New York
$1.85M +$1.12M +260,079 +154%
GCP
5
Gill Capital Partners
Colorado
$867K -$6.89K -1,593 -0.8%
HIP
6
HUB Investment Partners
Texas
$854K -$1.46M -338,593 -63%
PM
7
Penbrook Management
New York
$852K – – –
PPA
8
Parametric Portfolio Associates
Washington
$666K +$666K +154,282 New
LCM
9
Landscape Capital Management
New Jersey
$568K +$19.2K +4,433 +3%
MAFM
10
Mid Atlantic Financial Management
Pennsylvania
$480K -$5.18K -1,200 -1%
UBS Group
11
UBS Group
Switzerland
$407K -$36.7K -8,521 -8%
CBA
12
Coastal Bridge Advisors
Connecticut
$303K -$30.7K -7,098 -9%
SKK
13
Shepherd Kaplan Krochuk
Massachusetts
$300K – – –
SBIA
14
Sheaff Brock Investment Advisors
Indiana
$286K – – –
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$263K +$263K +60,932 New
TCA
16
Transcend Capital Advisors
New Jersey
$216K -$125K -28,920 -37%
OC
17
Oppenheimer & Co
New York
$204K – – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$200K +$33.4K +7,738 +20%
RJA
19
Raymond James & Associates
Florida
$169K -$12.4K -2,865 -7%
LPL Financial
20
LPL Financial
California
$161K +$1.29K +298 +0.8%
Walleye Trading
21
Walleye Trading
New York
$137K +$54.9K +12,703 +67%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$132K +$25.8K +5,972 +24%
Citadel Advisors
23
Citadel Advisors
Florida
$130K +$130K +29,992 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$105K +$105K +24,266 New
WA
25
WealthTrust Axiom
Pennsylvania
$96K +$13 +3 +0%
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