PIM

Putnam Master Intermediate Income Trust
PIM

Overview Fund Activity

48 hedge funds and large institutions have $83.7M invested in Putnam Master Intermediate Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
15
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$772K
2
Wells Fargo
2
Wells Fargo
California
$443K
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$2.62M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$509K
5
FSI
5
Flow State Investments
Illinois
$387K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$68.9M
2
PI
2
PFG Investments
New York
$0
3
Invesco
3
Invesco
Georgia
$0
4
KIM
4
Karpus Investment Management
New York
$2.52M
5
1CP
5
1607 Capital Partners
Virginia
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$68.9M 21,361,682 -545,305 -2%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.62M 812,604 +69,175 +9%
KIM
3
Karpus Investment Management
New York
$2.52M 780,209 -46,702 -6%
1CP
4
1607 Capital Partners
Virginia
$1.92M 594,316 -45,736 -7%
CPRC
5
Consolidated Portfolio Review Corp
New York
$813K 252,041 +11,882 +5%
SFS
6
Shaker Financial Services
Virginia
$772K 237,727 +191,369 +413%
Morgan Stanley
7
Morgan Stanley
New York
$633K 196,222 +9,072 +5%
GCP
8
Gill Capital Partners
Colorado
$578K 179,171 +1,326 +0.7%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$509K 157,707 +58,460 +59%
PM
10
Penbrook Management
New York
$484K 149,963 – –
Wells Fargo
11
Wells Fargo
California
$443K 137,389 +129,453 +1,631%
FSI
12
Flow State Investments
Illinois
$387K 120,008 +50,000 +71%
NA
13
NewEdge Advisors
Louisiana
$386K 119,684 -5,216 -4%
HIP
14
HUB Investment Partners
Texas
$256K 79,275 +351 +0.4%
MWM
15
Melfa Wealth Management
Massachusetts
$239K 74,113 +79 +0.1%
LCM
16
Landscape Capital Management
New Jersey
$222K 68,756 +19,849 +41%
SBIA
17
Sheaff Brock Investment Advisors
Indiana
$214K 66,272 – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$207K 64,199 -1,749 -3%
LPL Financial
19
LPL Financial
California
$153K 47,579 -735 -2%
TCA
20
Transcend Capital Advisors
New Jersey
$152K 47,200 – –
UBS Group
21
UBS Group
Switzerland
$116K 35,982 -2,600 -7%
FAG
22
Fortitude Advisory Group
Washington
$112K 34,880 – –
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$101K 31,392 +31,392 New
FA
24
FDx Advisors
Illinois
$77K 24,000 +24,000 New
BFS
25
Bard Financial Services
Connecticut
$69.5K 21,540 – –
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