PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

49 hedge funds and large institutions have $70M invested in Putnam Master Intermediate Income Trust in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 7 closing their positions.

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$57M
2
TW
2
Transform Wealth
Colorado
$1.16M
3
SFS
3
Shaker Financial Services
Virginia
$866K
4
Invesco
4
Invesco
Georgia
$1.2M
5
HIP
5
HUB Investment Partners
Texas
$249K

Top Sellers

1
HF
1
HRT Financial
New York
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
1CP
3
1607 Capital Partners
Virginia
$3.03M
4
RJA
4
Raymond James & Associates
Florida
$56.8K
5
UBS Group
5
UBS Group
Switzerland
$161K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$57M +$2.15M +677,134 +4%
1CP
2
1607 Capital Partners
Virginia
$3.03M -$94.6K -29,754 -3%
KIM
3
Karpus Investment Management
New York
$2.09M +$15.8K +4,969 +0.8%
Invesco
4
Invesco
Georgia
$1.2M +$415K +130,446 +53%
TW
5
Transform Wealth
Colorado
$1.16M +$1.16M +363,250 New
SFS
6
Shaker Financial Services
Virginia
$866K +$512K +159,799 +144%
GCP
7
Gill Capital Partners
Colorado
$553K -$3.36K -1,055 -0.6%
PM
8
Penbrook Management
New York
$531K – – –
Morgan Stanley
9
Morgan Stanley
New York
$473K -$43.6K -13,725 -8%
NA
10
NewEdge Advisors
Louisiana
$380K -$18.9K -6,073 -5%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$277K +$13.9K +4,390 +5%
HIP
12
HUB Investment Partners
Texas
$249K +$249K +78,209 New
SBIA
13
Sheaff Brock Investment Advisors
Indiana
$211K – – –
LPL Financial
14
LPL Financial
California
$167K +$913 +287 +0.6%
UBS Group
15
UBS Group
Switzerland
$161K -$48.7K -15,309 -23%
TCA
16
Transcend Capital Advisors
New Jersey
$148K – – –
CPRC
17
Consolidated Portfolio Review Corp
New York
$127K +$127K +40,078 New
MC
18
Moors & Cabot
Massachusetts
$127K +$127K +40,000 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$121K +$121K +38,048 New
FAG
20
Fortitude Advisory Group
Washington
$111K – – –
Koshinski Asset Management
21
Koshinski Asset Management
Illinois
$93.2K – – –
HighTower Advisors
22
HighTower Advisors
Illinois
$91K +$7.98K +2,500 +10%
BFS
23
Bard Financial Services
Connecticut
$68.5K – – –
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$66K +$66K +20,906 New
DWM
25
Dakota Wealth Management
Florida
$58.9K – – –
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