PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

44 hedge funds and large institutions have $66.4M invested in Putnam 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.

Holders
44
Holders Change
-4
Holders Change %
-8.33%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
9
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$55.3M
2
Invesco
2
Invesco
Georgia
$2.52M
3
UBS Group
3
UBS Group
Switzerland
$288K
4
LP
4
Lloyd Park
Illinois
$285K
5
KFI
5
Key Financial Inc
Pennsylvania
$8K

Top Sellers

1
VIA
1
Vident Investment Advisory
Georgia
$0
2
SFS
2
Shaker Financial Services
Virginia
$169K
3
Morgan Stanley
3
Morgan Stanley
New York
$493K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$154K
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$40K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$55.3M 17,028,881 +1,948,042 +13%
1CP
2
1607 Capital Partners
Virginia
$3.01M 926,372 -7,800 -0.8%
Invesco
3
Invesco
Georgia
$2.52M 775,205 +116,011 +18%
PM
4
Penbrook Management
New York
$590K 181,377 -5,675 -3%
GCP
5
Gill Capital Partners
Colorado
$573K 176,341 +2,457 +1%
Morgan Stanley
6
Morgan Stanley
New York
$493K 151,656 -56,046 -27%
NA
7
NewEdge Advisors
Louisiana
$425K 130,773 -4,100 -3%
KIM
8
Karpus Investment Management
New York
$344K 105,800 – –
UBS Group
9
UBS Group
Switzerland
$288K 88,670 +19,570 +28%
LP
10
Lloyd Park
Illinois
$285K 87,091 +3,930 +5%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$273K 84,026 +1,828 +2%
HIP
12
HUB Investment Partners
Texas
$254K 78,209 – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$216K 66,703 -6,763 -9%
SBIA
14
Sheaff Brock Investment Advisors
Indiana
$215K 66,272 – –
LPL Financial
15
LPL Financial
California
$170K 52,259 +1,042 +2%
SFS
16
Shaker Financial Services
Virginia
$169K 51,978 -133,345 -72%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$154K 47,279 -51,655 -52%
TCA
18
Transcend Capital Advisors
New Jersey
$151K 46,600 – –
RJA
19
Raymond James & Associates
Florida
$132K 40,677 -2,483 -6%
FAG
20
Fortitude Advisory Group
Washington
$113K 34,880 +59 +0.2%
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$95K 29,320 – –
LWM
22
Laidlaw Wealth Management
New York
$92K 28,400 – –
BFS
23
Bard Financial Services
Connecticut
$70K 21,540 – –
WA
24
WealthTrust Axiom
Pennsylvania
$62K 19,089 -1,500 -7%
RCM
25
RB Capital Management
Nevada
$49K 15,045 -4,700 -24%
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