PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

46 hedge funds and large institutions have $83.9M invested in Putnam Master Intermediate Income Trust in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 11 closing their positions.

Holders
46
Holders Change
-8
Holders Change %
-14.81%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
15
Reduced
9
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$70.1M
2
PI
2
PFG Investments
New York
$769K
3
FSI
3
Flow State Investments
Illinois
$224K
4
SFS
4
Shaker Financial Services
Virginia
$149K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$318K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$2.05M
2
TW
2
Transform Wealth
Colorado
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$599K
4
Invesco
4
Invesco
Georgia
$211K
5
CCP
5
Clough Capital Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$70.1M +$3.7M +1,154,840 +6%
KIM
2
Karpus Investment Management
New York
$2.65M -$9.89K -3,090 -0.4%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$2.38M – – –
1CP
4
1607 Capital Partners
Virginia
$2.05M -$2.14M -667,334 -51%
CPRC
5
Consolidated Portfolio Review Corp
New York
$769K -$10.8K -3,371 -1%
PI
6
PFG Investments
New York
$769K +$769K +240,159 New
Morgan Stanley
7
Morgan Stanley
New York
$599K -$602K -188,188 -50%
GCP
8
Gill Capital Partners
Colorado
$551K +$7.62K +2,459 +1%
PM
9
Penbrook Management
New York
$480K – – –
NA
10
NewEdge Advisors
Louisiana
$400K +$11.2K +3,500 +3%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$318K +$41.1K +12,823 +15%
HIP
12
HUB Investment Partners
Texas
$253K – – –
MWM
13
Melfa Wealth Management
Massachusetts
$237K +$752 +235 +0.3%
FSI
14
Flow State Investments
Illinois
$224K +$224K +70,008 New
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$212K – – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$211K +$733 +229 +0.3%
Invesco
17
Invesco
Georgia
$211K -$400K -125,021 -66%
LCM
18
Landscape Capital Management
New Jersey
$157K +$10.4K +3,246 +7%
LPL Financial
19
LPL Financial
California
$155K +$432 +135 +0.3%
TCA
20
Transcend Capital Advisors
New Jersey
$151K +$1.92K +600 +1%
SFS
21
Shaker Financial Services
Virginia
$149K +$71.1K +22,069 +91%
UBS Group
22
UBS Group
Switzerland
$123K +$9.46K +2,955 +8%
FAG
23
Fortitude Advisory Group
Washington
$112K – – –
BFS
24
Bard Financial Services
Connecticut
$68.9K – – –
CCM
25
Coldstream Capital Management
Washington
$64K – – –
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