PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

41 hedge funds and large institutions have $67.4M invested in Putnam Master Intermediate Income Trust in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 9 closing their positions.

Holders
41
Holders Change
-7
Holders Change %
-14.58%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
10
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$55M
2
Truist Financial
2
Truist Financial
North Carolina
$125K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$88K
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$544K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$345K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$2.74M
2
Morgan Stanley
2
Morgan Stanley
New York
$823K
3
PHS
3
Pekin Hardy Strauss
Illinois
$77K
4
CBA
4
Coastal Bridge Advisors
Connecticut
$0
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$55M 13,503,140 +452,459 +3%
SFS
2
Shaker Financial Services
Virginia
$2.74M 672,712 -125,297 -16%
Invesco
3
Invesco
Georgia
$2.55M 627,158 -3,767 -0.6%
Morgan Stanley
4
Morgan Stanley
New York
$823K 202,299 -122,776 -38%
PM
5
Penbrook Management
New York
$802K 197,152 – –
HIP
6
HUB Investment Partners
Texas
$784K 192,632 -4,577 -2%
GCP
7
Gill Capital Partners
Colorado
$754K 185,295 +1,300 +0.7%
PPA
8
Parametric Portfolio Associates
Washington
$627K 154,117 -1,545 -1%
MAFM
9
Mid Atlantic Financial Management
Pennsylvania
$544K 133,704 +12,900 +11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$345K 84,819 +9,318 +12%
UBS Group
11
UBS Group
Switzerland
$288K 70,846 -9,889 -12%
SBIA
12
Sheaff Brock Investment Advisors
Indiana
$270K 66,272 – –
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$241K 59,187 +1,219 +2%
TCA
14
Transcend Capital Advisors
New Jersey
$188K 46,600 -3,500 -7%
LPL Financial
15
LPL Financial
California
$171K 41,900 +254 +0.6%
RJA
16
Raymond James & Associates
Florida
$159K 39,132 -602 -2%
Truist Financial
17
Truist Financial
North Carolina
$125K 30,813 +30,813 New
OC
18
Oppenheimer & Co
New York
$117K 28,700 -18,500 -39%
BFS
19
Bard Financial Services
Connecticut
$88K 21,540 – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$88K 21,660 +21,660 New
WA
21
WealthTrust Axiom
Pennsylvania
$83K 20,589 – –
RCM
22
RB Capital Management
Nevada
$80K 19,745 +7,675 +64%
PHS
23
Pekin Hardy Strauss
Illinois
$77K 18,940 -122,000 -87%
CFG
24
Citizens Financial Group
Rhode Island
$67K 16,476 – –
Osaic Holdings
25
Osaic Holdings
Arizona
$58K 14,305 -6,858 -32%
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