Franklin Master Intermediate Income Trust
PIM
48 hedge funds and large institutions have $68.9M invested in Franklin 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.
206% more capital inflows, than outflows
Capital inflows: $5.97M | Capital outflows: $1.96M
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
17% more funds holding
Funds holding: 41 → 48 (+7)
1.7% more ownership
Funds ownership: 31.96% → 33.65% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.86M |
| 2 |
Vident Investment Advisory
Alpharetta,
Georgia
|
+$1.37M |
| 3 |
NewEdge Advisors
New Orleans,
Louisiana
|
+$508K |
| 4 |
Coastal Bridge Advisors
Westport,
Connecticut
|
+$307K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$124K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Shaker Financial Services
Arlington,
Virginia
|
-$869K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$411K |
| 3 |
Morgan Stanley
New York
|
-$352K |
| 4 |
Oppenheimer & Co
New York
|
-$117K |
| 5 |
Gill Capital Partners
Denver,
Colorado
|
-$51.3K |
PIM Hedge Fund Activity: Q4 2021 in Review
48 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q4 2021, worth a combined $68.9M — up 2.2% from $67.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PIM positions and 4 closed out — a net gain of 8 holders — while 7 added to existing stakes and 12 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2.86M. The largest seller was Shaker Financial Services, cutting an estimated $869K.
- 48 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q4 2021, up from 41 in Q3 2021.
- Funds reported $68.9M of Franklin Master Intermediate Income Trust stock for Q4 2021, up 2.2% quarter-over-quarter.
- 12 funds opened new Franklin Master Intermediate Income Trust positions in Q4 2021 and 4 closed out, a net change of +8 holders.
- The largest Franklin Master Intermediate Income Trust buyer in Q4 2021 was Sit Investment Associates, an estimated $2.86M added.
- The largest Franklin Master Intermediate Income Trust seller in Q4 2021 was Shaker Financial Services, an estimated $869K sold.
Based on aggregated 13F filings for Q4 2021.