PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

48 hedge funds and large institutions have $69.9M invested in Putnam Master Intermediate Income Trust in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
48
Holders Change
-7
Holders Change %
-12.73%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
14
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$54.7M
2
PHS
2
Pekin Hardy Strauss
Illinois
$591K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$316K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$243K
5
RCM
5
RB Capital Management
Nevada
$51K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.36M
2
LCM
2
Landscape Capital Management
New Jersey
$248K
3
SKK
3
Shepherd Kaplan Krochuk
Massachusetts
$0
4
Walleye Trading
4
Walleye Trading
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$54.7M 13,050,681 +145,035 +1%
SFS
2
Shaker Financial Services
Virginia
$3.34M 798,009 -11,593 -1%
Invesco
3
Invesco
Georgia
$2.64M 630,925 +11,853 +2%
Morgan Stanley
4
Morgan Stanley
New York
$1.36M 325,075 -104,079 -24%
HIP
5
HUB Investment Partners
Texas
$826K 197,209 -500 -0.3%
PM
6
Penbrook Management
New York
$826K 197,152 – –
GCP
7
Gill Capital Partners
Colorado
$771K 183,995 -16,615 -8%
PPA
8
Parametric Portfolio Associates
Washington
$652K 155,662 +1,380 +0.9%
PHS
9
Pekin Hardy Strauss
Illinois
$591K 140,940 +140,940 New
MAFM
10
Mid Atlantic Financial Management
Pennsylvania
$506K 120,804 +9,700 +9%
UBS Group
11
UBS Group
Switzerland
$339K 80,735 -13,654 -14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$316K 75,501 +29,177 +63%
CBA
13
Coastal Bridge Advisors
Connecticut
$298K 71,086 +973 +1%
SBIA
14
Sheaff Brock Investment Advisors
Indiana
$278K 66,272 – –
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$249K 59,471 -1,461 -2%
LCM
16
Landscape Capital Management
New Jersey
$248K 59,249 -72,221 -55%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$243K 57,968 +27,436 +90%
TCA
18
Transcend Capital Advisors
New Jersey
$210K 50,100 – –
OC
19
Oppenheimer & Co
New York
$197K 47,200 – –
LPL Financial
20
LPL Financial
California
$174K 41,646 +4,408 +12%
RJA
21
Raymond James & Associates
Florida
$166K 39,734 +675 +2%
BFS
22
Bard Financial Services
Connecticut
$90K 21,540 – –
Osaic Holdings
23
Osaic Holdings
Arizona
$89K 21,163 +1,237 +6%
WA
24
WealthTrust Axiom
Pennsylvania
$86K 20,589 -1,647 -7%
Citadel Advisors
25
Citadel Advisors
Florida
$77K 18,389 -11,603 -39%
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