PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

48 hedge funds and large institutions have $68.9M invested in Putnam Master Intermediate Income Trust in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
7
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$56.2M
2
VIA
2
Vident Investment Advisory
Georgia
$1.36M
3
NA
3
NewEdge Advisors
Louisiana
$505K
4
CBA
4
Coastal Bridge Advisors
Connecticut
$327K
5
LP
5
Lloyd Park
Illinois
$283K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$1.79M
2
Invesco
2
Invesco
Georgia
$2.07M
3
Morgan Stanley
3
Morgan Stanley
New York
$449K
4
OC
4
Oppenheimer & Co
New York
$0
5
GCP
5
Gill Capital Partners
Colorado
$681K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$56.2M 14,223,479 +720,339 +5%
Invesco
2
Invesco
Georgia
$2.07M 523,527 -103,631 -17%
SFS
3
Shaker Financial Services
Virginia
$1.79M 453,789 -218,923 -33%
VIA
4
Vident Investment Advisory
Georgia
$1.36M 344,636 +344,636 New
PM
5
Penbrook Management
New York
$779K 197,152 – –
HIP
6
HUB Investment Partners
Texas
$761K 192,632 – –
GCP
7
Gill Capital Partners
Colorado
$681K 172,368 -12,927 -7%
PPA
8
Parametric Portfolio Associates
Washington
$568K 143,684 -10,433 -7%
NA
9
NewEdge Advisors
Louisiana
$505K 127,877 +127,877 New
Morgan Stanley
10
Morgan Stanley
New York
$449K 113,624 -88,675 -44%
CBA
11
Coastal Bridge Advisors
Connecticut
$327K 77,211 +77,211 New
UBS Group
12
UBS Group
Switzerland
$319K 80,834 +9,988 +14%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$304K 77,096 -7,723 -9%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$287K 72,706 +13,519 +23%
LP
15
Lloyd Park
Illinois
$283K 71,716 +71,716 New
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$262K 66,272 – –
TCA
17
Transcend Capital Advisors
New Jersey
$184K 46,600 – –
LPL Financial
18
LPL Financial
California
$162K 40,951 -949 -2%
RJA
19
Raymond James & Associates
Florida
$155K 39,171 +39 +0.1%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$152K 38,536 +16,876 +78%
FAG
21
Fortitude Advisory Group
Washington
$137K 34,660 +34,660 New
Citadel Advisors
22
Citadel Advisors
Florida
$123K 31,246 +31,246 New
Truist Financial
23
Truist Financial
North Carolina
$122K 30,813 – –
LWM
24
Laidlaw Wealth Management
New York
$112K 28,400 +28,400 New
BFS
25
Bard Financial Services
Connecticut
$85K 21,540 – –
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