Franklin Master Intermediate Income Trust
PIM
44 hedge funds and large institutions have $66.4M invested in Franklin Master Intermediate Income Trust in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 5 closing their positions.
2.58% more ownership
Funds ownership: 36.87% → 39.46% (+2.6%)
2% more capital invested
Capital invested by funds: $65.2M → $66.4M (+$1.26M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 48 → 44 (-4)
31% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 13
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$6.68M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$398K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$67.1K |
| 4 |
LP
Lloyd Park
Wilmette,
Illinois
|
+$13.5K |
| 5 |
GCP
Gill Capital Partners
Denver,
Colorado
|
+$8.43K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VIA
Vident Investment Advisory
Alpharetta,
Georgia
|
-$1.45M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$457K |
| 3 |
Morgan Stanley
New York
|
-$192K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$177K |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$102K |
PIM Hedge Fund Activity: Q3 2022 in Review
44 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q3 2022, worth a combined $66.4M — up 1.9% from $65.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PIM and 1 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 9 added.
The largest buyer was Sit Investment Associates, adding an estimated $6.68M. The largest seller was Vident Investment Advisory, exiting entirely with an estimated $1.45M sold.
- 44 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q3 2022, down from 48 in Q2 2022.
- Funds reported $66.4M of Franklin Master Intermediate Income Trust stock for Q3 2022, up 1.9% quarter-over-quarter.
- 1 fund opened new Franklin Master Intermediate Income Trust positions in Q3 2022 and 5 closed out, a net change of -4 holders.
- The largest Franklin Master Intermediate Income Trust buyer in Q3 2022 was Sit Investment Associates, an estimated $6.68M added.
- The largest Franklin Master Intermediate Income Trust seller in Q3 2022 was Vident Investment Advisory, an estimated $1.45M sold.
Based on aggregated 13F filings for Q3 2022.