We are live on ! Find out more
PIM

Franklin Master Intermediate Income Trust
PIM

56 hedge funds and large institutions have $135M invested in Franklin Master Intermediate Income Trust in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

52% more capital invested

Capital invested by funds: $88.5M → $135M (+$46.2M)

22% more funds holding

Funds holding: 46 → 56 (+10)

2.5% more ownership

Funds ownership: 53.98% → 56.48% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
56
Holders Change
+10
Holders Change %
+21.74%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
17
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$1.6M
2
SIA
Sit Investment Associates
Minnesota
+$735K
3
EP
Essential Planning
New Hampshire
+$676K
4
TW
Transform Wealth
Colorado
+$558K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$239K

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$519K
2
TCA
Transcend Capital Advisors
New Jersey
-$69.2K
3
LCM
Landscape Capital Management
New Jersey
-$64.8K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$60.5K
5
PWM
Perigon Wealth Management
California
-$49.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$74.9M +$735K +223,036 +1%
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$45.6M -$4.35K -1,320 -9%
1CP
3
1607 Capital Partners
Virginia
$3.47M +$1.6M +486,262 +84%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.33M -$37.1K -11,258 -2%
CPRC
5
Consolidated Portfolio Review Corp
New York
$954K +$85.7K +26,024 +10%
EP
6
Essential Planning
New Hampshire
$676K +$676K +205,205 New
Morgan Stanley
7
Morgan Stanley
New York
$626K -$15.1K -4,593 -2%
GCP
8
Gill Capital Partners
Colorado
$570K -$15.5K -4,712 -3%
TW
9
Transform Wealth
Colorado
$555K +$558K +169,225 New
PM
10
Penbrook Management
New York
$485K – – –
SFS
11
Shaker Financial Services
Virginia
$445K +$794 +241 +0.2%
NA
12
NewEdge Advisors
Louisiana
$351K -$26.7K -8,117 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$272K -$7.32K -2,223 -3%
MWM
14
Melfa Wealth Management
Massachusetts
$266K +$24.7K +7,500 +10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$236K +$239K +72,461 New
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$216K – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$203K +$751 +228 +0.4%
MA
18
Mezzasalma Advisors
New Jersey
$193K +$195K +59,134 New
Osaic Holdings
19
Osaic Holdings
Arizona
$190K +$165K +50,163 +628%
FAG
20
Fortitude Advisory Group
Washington
$172K +$14.7K +4,464 +9%
LPL Financial
21
LPL Financial
California
$166K +$13K +3,948 +8%
PAM
22
PVG Asset Management
Colorado
$150K +$152K +46,087 New
Stifel Financial
23
Stifel Financial
Missouri
$142K +$1.18K +357 +0.8%
HIP
24
HUB Investment Partners
Texas
$134K +$497 +151 +0.4%
UBS Group
25
UBS Group
Switzerland
$132K +$25.4K +7,700 +23%
1
2 3

PIM Hedge Fund Activity: Q4 2024 in Review

56 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q4 2024, worth a combined $135M — up 52% from $88.5M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PIM positions and 5 closed out — a net gain of 10 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $1.6M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $519K sold.

  • 56 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q4 2024, up from 46 in Q3 2024.
  • Funds reported $135M of Franklin Master Intermediate Income Trust stock for Q4 2024, up 52% quarter-over-quarter.
  • 15 funds opened new Franklin Master Intermediate Income Trust positions in Q4 2024 and 5 closed out, a net change of +10 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q4 2024 was 1607 Capital Partners, an estimated $1.6M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q4 2024 was Janney Montgomery Scott, an estimated $519K sold.

Based on aggregated 13F filings for Q4 2024.