PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

49 hedge funds and large institutions have $66.3M invested in Putnam Master Intermediate Income Trust in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
9
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$2.08M
2
SIA
2
Sit Investment Associates
Minnesota
$55.2M
3
HF
3
HRT Financial
New York
$196K
4
SFS
4
Shaker Financial Services
Virginia
$357K
5
1CP
5
1607 Capital Partners
Virginia
$3.14M

Top Sellers

1
Invesco
1
Invesco
Georgia
$793K
2
HIP
2
HUB Investment Partners
Texas
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
LWM
4
Laidlaw Wealth Management
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$211K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$55.2M 17,253,383 +224,502 +1%
1CP
2
1607 Capital Partners
Virginia
$3.14M 981,665 +55,293 +6%
KIM
3
Karpus Investment Management
New York
$2.08M 650,711 +544,911 +515%
Invesco
4
Invesco
Georgia
$793K 247,698 -527,507 -68%
GCP
5
Gill Capital Partners
Colorado
$560K 174,856 -1,485 -0.8%
PM
6
Penbrook Management
New York
$534K 166,963 -14,414 -8%
Morgan Stanley
7
Morgan Stanley
New York
$520K 162,619 +10,963 +7%
NA
8
NewEdge Advisors
Louisiana
$407K 128,373 -2,400 -2%
SFS
9
Shaker Financial Services
Virginia
$357K 110,766 +58,788 +113%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$265K 82,857 -1,169 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$213K 66,824 +121 +0.2%
SBIA
12
Sheaff Brock Investment Advisors
Indiana
$212K 66,272 – –
UBS Group
13
UBS Group
Switzerland
$211K 65,918 -22,752 -26%
HF
14
HRT Financial
New York
$196K 61,299 +61,299 New
LPL Financial
15
LPL Financial
California
$167K 52,120 -139 -0.3%
TCA
16
Transcend Capital Advisors
New Jersey
$149K 46,600 – –
RJA
17
Raymond James & Associates
Florida
$130K 40,677 – –
Millennium Management
18
Millennium Management
New York
$114K 35,767 +35,767 New
FAG
19
Fortitude Advisory Group
Washington
$112K 34,880 – –
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$93.8K 29,320 – –
HighTower Advisors
21
HighTower Advisors
Illinois
$84K 25,998 +25,998 New
BFS
22
Bard Financial Services
Connecticut
$69K 21,540 – –
DWM
23
Dakota Wealth Management
Florida
$59.3K 18,525 +18,525 New
WA
24
WealthTrust Axiom
Pennsylvania
$54.7K 17,088 -2,001 -10%
LCM
25
Landscape Capital Management
New Jersey
$50.7K 15,833 +15,833 New
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