Franklin Master Intermediate Income Trust
PIM
56 hedge funds and large institutions have $89M 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.
445% more capital inflows, than outflows
Capital inflows: $4.85M | Capital outflows: $890K
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
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1607 Capital Partners
Richmond,
Virginia
|
+$1.6M |
| 2 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$735K |
| 3 |
Essential Planning
Portsmouth,
New Hampshire
|
+$676K |
| 4 |
Transform Wealth
Greenwood Village,
Colorado
|
+$558K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$519K |
| 2 |
Transcend Capital Advisors
Madison,
New Jersey
|
-$69.2K |
| 3 |
Landscape Capital Management
Englewood,
New Jersey
|
-$64.8K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$60.5K |
| 5 |
Perigon Wealth Management
San Francisco,
California
|
-$49.2K |
PIM Hedge Fund Activity: Q4 2024 in Review
56 of the 7,616 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q4 2024, worth a combined $89M — up 0.64% 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 $89M of Franklin Master Intermediate Income Trust stock for Q4 2024, up 0.64% 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.