PIM

Putnam Master Intermediate Income Trust

58 hedge funds and large institutions have $90.8M invested in Putnam Master Intermediate Income Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$76.6M
1CP
2
1607 Capital Partners
Virginia
$3.42M
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$2.3M
CPRC
4
Consolidated Portfolio Review Corp
New York
$1.09M
Morgan Stanley
5
Morgan Stanley
New York
$639K
TW
6
Transform Wealth
Colorado
$562K
GCP
7
Gill Capital Partners
Colorado
$557K
PM
8
Penbrook Management
New York
$492K
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$448K
SFS
10
Shaker Financial Services
Virginia
$400K
NA
11
NewEdge Advisors
Louisiana
$279K
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$271K
MWM
13
Melfa Wealth Management
Massachusetts
$271K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$236K
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$220K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$208K
MA
17
Mezzasalma Advisors
New Jersey
$194K
FAG
18
Fortitude Advisory Group
Washington
$172K
EFG
19
Ethos Financial Group
Pennsylvania
$169K
LPL Financial
20
LPL Financial
California
$167K
PAM
21
PVG Asset Management
Colorado
$156K
Stifel Financial
22
Stifel Financial
Missouri
$145K
HIP
23
HUB Investment Partners
Texas
$137K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$134K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$124K