PIM

Putnam Master Intermediate Income Trust

58 hedge funds and large institutions have $92.5M invested in Putnam Master Intermediate Income Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
$79.2M
1CP
2
1607 Capital Partners
Virginia
$3.43M
CPRC
3
Consolidated Portfolio Review Corp
New York
$1.22M
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$1.11M
PM
5
Penbrook Management
New York
$986K
Morgan Stanley
6
Morgan Stanley
New York
$634K
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$567K
GCP
8
Gill Capital Partners
Colorado
$556K
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$453K
LPL Financial
10
LPL Financial
California
$306K
NA
11
NewEdge Advisors
Louisiana
$276K
MWM
12
Melfa Wealth Management
Massachusetts
$271K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$238K
AF
14
Allworth Financial
California
$222K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$211K
SFS
16
Shaker Financial Services
Virginia
$204K
MA
17
Mezzasalma Advisors
New Jersey
$199K
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$193K
FAG
19
Fortitude Advisory Group
Washington
$177K
WA
20
WealthTrust Axiom
Pennsylvania
$171K
EFG
21
Ethos Financial Group
Pennsylvania
$167K
Stifel Financial
22
Stifel Financial
Missouri
$145K
HIP
23
HUB Investment Partners
Texas
$139K
SF
24
Summit Financial
New Jersey
$111K
WCG
25
Weaver Consulting Group
California
$109K