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PIM

Franklin Master Intermediate Income Trust
PIM

43 hedge funds and large institutions have $65.3M invested in Franklin 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.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

1.57% more ownership

Funds ownership: 33.65% → 35.22% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $68.9M → $65.3M (-$3.56M)

10% less funds holding

Funds holding: 48 → 43 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

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
1607 Capital Partners
Virginia
+$2.29M
2
KIM
Karpus Investment Management
New York
+$436K
3
Invesco
Invesco
Georgia
+$422K
4
VIA
Vident Investment Advisory
Georgia
+$293K
5
LCM
Landscape Capital Management
New Jersey
+$179K

Top Sellers

1
CBA
Coastal Bridge Advisors
Connecticut
-$327K
2
LP
Lloyd Park
Illinois
-$283K
3
SIA
Sit Investment Associates
Minnesota
-$140K
4
Truist Financial
Truist Financial
North Carolina
-$122K
5
Citadel Advisors
Citadel Advisors
Florida
-$75.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$50.8M -$140K -38,610 -0.3%
Invesco
2
Invesco
Georgia
$2.29M +$422K +116,347 +22%
1CP
3
1607 Capital Partners
Virginia
$2.26M +$2.29M +630,749 New
SFS
4
Shaker Financial Services
Virginia
$1.67M +$45.6K +12,553 +3%
VIA
5
Vident Investment Advisory
Georgia
$1.52M +$293K +80,820 +23%
PM
6
Penbrook Management
New York
$691K -$15.4K -4,250 -2%
HIP
7
HUB Investment Partners
Texas
$690K – – –
GCP
8
Gill Capital Partners
Colorado
$623K +$5.5K +1,516 +0.9%
PPA
9
Parametric Portfolio Associates
Washington
$539K +$24.5K +6,743 +5%
Morgan Stanley
10
Morgan Stanley
New York
$505K +$100K +27,536 +24%
NA
11
NewEdge Advisors
Louisiana
$444K -$14.5K -4,000 -3%
KIM
12
Karpus Investment Management
New York
$430K +$436K +120,000 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$304K +$44.4K +12,235 +17%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$262K -$13.9K -3,823 -5%
UBS Group
15
UBS Group
Switzerland
$247K -$42.9K -11,826 -15%
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$237K – – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$182K +$44.2K +12,165 +32%
LCM
18
Landscape Capital Management
New Jersey
$177K +$179K +49,360 New
LPL Financial
19
LPL Financial
California
$172K +$25.6K +7,065 +17%
TCA
20
Transcend Capital Advisors
New Jersey
$167K – – –
RJA
21
Raymond James & Associates
Florida
$148K +$7.42K +2,043 +5%
FAG
22
Fortitude Advisory Group
Washington
$124K +$280 +77 +0.2%
Bank of America
23
Bank of America
North Carolina
$113K +$99K +27,278 +655%
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$105K +$102K +28,000 +2,121%
LWM
25
Laidlaw Wealth Management
New York
$102K – – –
1
2 3

PIM Hedge Fund Activity: Q1 2022 in Review

43 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q1 2022, worth a combined $65.3M — down 5.2% from $68.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PIM and 4 opened new positions — a net loss of 5 holders — while 8 trimmed existing stakes and 14 added.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $2.29M. The largest seller was Coastal Bridge Advisors, exiting entirely with an estimated $327K sold.

  • 43 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q1 2022, down from 48 in Q4 2021.
  • Funds reported $65.3M of Franklin Master Intermediate Income Trust stock for Q1 2022, down 5.2% quarter-over-quarter.
  • 4 funds opened new Franklin Master Intermediate Income Trust positions in Q1 2022 and 9 closed out, a net change of -5 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q1 2022 was 1607 Capital Partners, an estimated $2.29M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q1 2022 was Coastal Bridge Advisors, an estimated $327K sold.

Based on aggregated 13F filings for Q1 2022.