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PIM

Franklin Master Intermediate Income Trust
PIM

58 hedge funds and large institutions have $90.8M invested in Franklin 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

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

4% more funds holding

Funds holding: 56 → 58 (+2)

0.28% more ownership

Funds ownership: 56.48% → 56.76% (+0.28%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

33% less capital invested

Capital invested by funds: $135M → $90.8M (-$43.8M)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
17
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$445K
2
SIA
Sit Investment Associates
Minnesota
+$300K
3
EFG
Ethos Financial Group
Pennsylvania
+$168K
4
CPRC
Consolidated Portfolio Review Corp
New York
+$120K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$66.6K

Top Sellers

1
EP
Essential Planning
New Hampshire
-$676K
2
1CP
1607 Capital Partners
Virginia
-$121K
3
Osaic Holdings
Osaic Holdings
Arizona
-$117K
4
NA
NewEdge Advisors
Louisiana
-$77.8K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$75.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$76.6M +$300K +90,977 +0.4%
1CP
2
1607 Capital Partners
Virginia
$3.42M -$121K -36,711 -3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$2.3M -$75.8K -23,000 -3%
CPRC
4
Consolidated Portfolio Review Corp
New York
$1.09M +$120K +36,533 +12%
Morgan Stanley
5
Morgan Stanley
New York
$639K +$986 +299 +0.2%
TW
6
Transform Wealth
Colorado
$562K – – –
GCP
7
Gill Capital Partners
Colorado
$557K -$22.8K -6,905 -4%
PM
8
Penbrook Management
New York
$492K -$1.98K -600 -0.4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$448K +$445K +134,822 New
SFS
10
Shaker Financial Services
Virginia
$400K -$49.3K -14,948 -11%
NA
11
NewEdge Advisors
Louisiana
$279K -$77.8K -23,586 -22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$271K +$30.4K +9,226 +13%
MWM
13
Melfa Wealth Management
Massachusetts
$271K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$236K -$41.7K -12,656 -15%
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$220K – – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$208K +$1.03K +313 +0.5%
MA
17
Mezzasalma Advisors
New Jersey
$194K -$2.56K -777 -1%
FAG
18
Fortitude Advisory Group
Washington
$172K – – –
EFG
19
Ethos Financial Group
Pennsylvania
$169K +$168K +50,907 New
LPL Financial
20
LPL Financial
California
$167K -$1.15K -350 -0.7%
PAM
21
PVG Asset Management
Colorado
$156K +$3.25K +985 +2%
Stifel Financial
22
Stifel Financial
Missouri
$145K +$465 +141 +0.3%
HIP
23
HUB Investment Partners
Texas
$137K +$465 +141 +0.3%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$134K +$29K +8,796 +28%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$124K +$66.6K +20,196 +117%
1
2 3

PIM Hedge Fund Activity: Q1 2025 in Review

58 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q1 2025, worth a combined $90.8M — down 33% from $135M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PIM positions and 5 closed out — a net gain of 2 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $445K. The largest seller was Essential Planning, exiting entirely with an estimated $676K sold.

  • 58 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q1 2025, up from 56 in Q4 2024.
  • Funds reported $90.8M of Franklin Master Intermediate Income Trust stock for Q1 2025, down 33% quarter-over-quarter.
  • 7 funds opened new Franklin Master Intermediate Income Trust positions in Q1 2025 and 5 closed out, a net change of +2 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q1 2025 was Janney Montgomery Scott, an estimated $445K added.
  • The largest Franklin Master Intermediate Income Trust seller in Q1 2025 was Essential Planning, an estimated $676K sold.

Based on aggregated 13F filings for Q1 2025.