PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

48 hedge funds and large institutions have $65.2M invested in Putnam 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.

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
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$51.4M
2
1CP
2
1607 Capital Partners
Virginia
$3.19M
3
LP
3
Lloyd Park
Illinois
$285K
4
Morgan Stanley
4
Morgan Stanley
New York
$709K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$337K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$632K
2
HIP
2
HUB Investment Partners
Texas
$267K
3
LCM
3
Landscape Capital Management
New Jersey
$65K
4
Bank of America
4
Bank of America
North Carolina
$8K
5
KIM
5
Karpus Investment Management
New York
$361K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$51.4M 15,080,839 +895,970 +6%
1CP
2
1607 Capital Partners
Virginia
$3.19M 934,172 +303,423 +48%
Invesco
3
Invesco
Georgia
$2.25M 659,194 +19,320 +3%
VIA
4
Vident Investment Advisory
Georgia
$1.45M 425,456 – –
Morgan Stanley
5
Morgan Stanley
New York
$709K 207,702 +66,542 +47%
PM
6
Penbrook Management
New York
$638K 187,052 -5,850 -3%
SFS
7
Shaker Financial Services
Virginia
$632K 185,323 -281,019 -60%
GCP
8
Gill Capital Partners
Colorado
$623K 173,884 – –
NA
9
NewEdge Advisors
Louisiana
$460K 134,873 +10,996 +9%
KIM
10
Karpus Investment Management
New York
$361K 105,800 -14,200 -12%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$337K 98,934 +48,233 +95%
LP
12
Lloyd Park
Illinois
$285K 83,161 +83,161 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$279K 82,198 -2,743 -3%
HIP
14
HUB Investment Partners
Texas
$267K 78,209 -114,423 -59%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$250K 73,466 +193 +0.3%
UBS Group
16
UBS Group
Switzerland
$236K 69,100 +92 +0.1%
SBIA
17
Sheaff Brock Investment Advisors
Indiana
$226K 66,272 – –
LPL Financial
18
LPL Financial
California
$175K 51,217 +3,201 +7%
TCA
19
Transcend Capital Advisors
New Jersey
$159K 46,600 – –
RJA
20
Raymond James & Associates
Florida
$147K 43,160 +1,946 +5%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$143K 42,000 +42,000 New
FAG
22
Fortitude Advisory Group
Washington
$119K 34,821 +84 +0.2%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$100K 29,320 – –
LWM
24
Laidlaw Wealth Management
New York
$97K 28,400 – –
BFS
25
Bard Financial Services
Connecticut
$73K 21,540 – –
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