We are live on ! Find out more
PIM

Franklin Master Intermediate Income Trust

48 hedge funds and large institutions have $65.2M invested in Franklin Master Intermediate Income Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

12% more funds holding

Funds holding: 4348 (+5)

1.65% more ownership

Funds ownership: 35.22%36.87% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $65.3M → $65.2M (-$155K)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
12
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$51.4M +$3.11M +895,970 +6%
1CP
2
1607 Capital Partners
Virginia
$3.19M +$1.05M +303,423 +48%
Invesco
3
Invesco
Georgia
$2.25M +$67K +19,320 +3%
VIA
4
Vident Investment Advisory
Georgia
$1.45M
Morgan Stanley
5
Morgan Stanley
New York
$709K +$231K +66,542 +47%
PM
6
Penbrook Management
New York
$638K -$20.3K -5,850 -3%
SFS
7
Shaker Financial Services
Virginia
$632K -$974K -281,019 -60%
GCP
8
Gill Capital Partners
Colorado
$623K
NA
9
NewEdge Advisors
Louisiana
$460K +$38.1K +10,996 +9%
KIM
10
Karpus Investment Management
New York
$361K -$49.2K -14,200 -12%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$337K +$167K +48,233 +95%
LP
12
Lloyd Park
Illinois
$285K +$288K +83,161 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$279K -$9.51K -2,743 -3%
HIP
14
HUB Investment Partners
Texas
$267K -$397K -114,423 -59%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$250K +$669 +193 +0.3%
UBS Group
16
UBS Group
Switzerland
$236K +$319 +92 +0.1%
SBIA
17
Sheaff Brock Investment Advisors
Indiana
$226K
LPL Financial
18
LPL Financial
California
$175K +$11.1K +3,201 +7%
TCA
19
Transcend Capital Advisors
New Jersey
$159K
RJA
20
Raymond James & Associates
Florida
$147K +$6.74K +1,946 +5%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$143K +$146K +42,000 New
FAG
22
Fortitude Advisory Group
Washington
$119K +$291 +84 +0.2%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$100K
LWM
24
Laidlaw Wealth Management
New York
$97K
BFS
25
Bard Financial Services
Connecticut
$73K

PIM Hedge Fund Activity: Q2 2022 in Review

48 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q2 2022, worth a combined $65.2M — down 0.24% from $65.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PIM positions and 1 closed out — a net gain of 7 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.11M. The largest seller was Shaker Financial Services, cutting an estimated $974K.

  • 48 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q2 2022, up from 43 in Q1 2022.
  • Funds reported $65.2M of Franklin Master Intermediate Income Trust stock for Q2 2022, down 0.24% quarter-over-quarter.
  • 8 funds opened new Franklin Master Intermediate Income Trust positions in Q2 2022 and 1 closed out, a net change of +7 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q2 2022 was Sit Investment Associates, an estimated $3.11M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q2 2022 was Shaker Financial Services, an estimated $974K sold.

Based on aggregated 13F filings for Q2 2022.