PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

43 hedge funds and large institutions have $65.3M invested in Putnam Master Intermediate Income Trust in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 9 closing their positions.

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
14
Reduced
8
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$2.26M
2
KIM
2
Karpus Investment Management
New York
$430K
3
Invesco
3
Invesco
Georgia
$2.29M
4
VIA
4
Vident Investment Advisory
Georgia
$1.52M
5
LCM
5
Landscape Capital Management
New Jersey
$177K

Top Sellers

1
CBA
1
Coastal Bridge Advisors
Connecticut
$0
2
LP
2
Lloyd Park
Illinois
$0
3
SIA
3
Sit Investment Associates
Minnesota
$50.8M
4
Truist Financial
4
Truist Financial
North Carolina
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$37K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$50.8M 14,184,869 -38,610 -0.3%
Invesco
2
Invesco
Georgia
$2.29M 639,874 +116,347 +22%
1CP
3
1607 Capital Partners
Virginia
$2.26M 630,749 +630,749 New
SFS
4
Shaker Financial Services
Virginia
$1.67M 466,342 +12,553 +3%
VIA
5
Vident Investment Advisory
Georgia
$1.52M 425,456 +80,820 +23%
PM
6
Penbrook Management
New York
$691K 192,902 -4,250 -2%
HIP
7
HUB Investment Partners
Texas
$690K 192,632 – –
GCP
8
Gill Capital Partners
Colorado
$623K 173,884 +1,516 +0.9%
PPA
9
Parametric Portfolio Associates
Washington
$539K 150,427 +6,743 +5%
Morgan Stanley
10
Morgan Stanley
New York
$505K 141,160 +27,536 +24%
NA
11
NewEdge Advisors
Louisiana
$444K 123,877 -4,000 -3%
KIM
12
Karpus Investment Management
New York
$430K 120,000 +120,000 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$304K 84,941 +12,235 +17%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$262K 73,273 -3,823 -5%
UBS Group
15
UBS Group
Switzerland
$247K 69,008 -11,826 -15%
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$237K 66,272 – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$182K 50,701 +12,165 +32%
LCM
18
Landscape Capital Management
New Jersey
$177K 49,360 +49,360 New
LPL Financial
19
LPL Financial
California
$172K 48,016 +7,065 +17%
TCA
20
Transcend Capital Advisors
New Jersey
$167K 46,600 – –
RJA
21
Raymond James & Associates
Florida
$148K 41,214 +2,043 +5%
FAG
22
Fortitude Advisory Group
Washington
$124K 34,737 +77 +0.2%
Bank of America
23
Bank of America
North Carolina
$113K 31,444 +27,278 +655%
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$105K 29,320 +28,000 +2,121%
LWM
25
Laidlaw Wealth Management
New York
$102K 28,400 – –
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