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PIM

Franklin Master Intermediate Income Trust

60 hedge funds and large institutions have $96.7M invested in Franklin Master Intermediate Income Trust in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more funds holding

Funds holding: 5860 (+2)

1.01% more ownership

Funds ownership: 57.13%58.13% (+1%)

4% more capital invested

Capital invested by funds: $92.5M → $96.7M (+$4.16M)

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
21
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$80.8M -$496K -147,329 -0.6%
SSIM
2
Sheets Smith Investment Management
Texas
$3.79M +$3.71M +1,102,294 New
1CP
3
1607 Capital Partners
Virginia
$1.44M -$2.04M -604,315 -59%
CPRC
4
Consolidated Portfolio Review Corp
New York
$1.26M +$13.4K +3,990 +1%
SSWM
5
Sheets Smith Wealth Management
North Carolina
$830K +$813K +241,227 New
Morgan Stanley
6
Morgan Stanley
New York
$740K +$86.4K +25,638 +14%
SF
7
Summit Financial
New Jersey
$665K +$540K +160,100 +483%
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$653K +$69.1K +20,500 +12%
PM
9
Penbrook Management
New York
$506K -$501K -148,713 -50%
GCP
10
Gill Capital Partners
Colorado
$468K -$100K -29,757 -18%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$465K -$354 -105 -0.1%
WA
12
WealthTrust Axiom
Pennsylvania
$334K +$155K +46,000 +90%
Stifel Financial
13
Stifel Financial
Missouri
$301K +$149K +44,200 +102%
NA
14
NewEdge Advisors
Louisiana
$280K -$3.07K -912 -1%
MWM
15
Melfa Wealth Management
Massachusetts
$278K
IPW
16
Invictus Private Wealth
Colorado
$264K +$259K +76,870 New
LPL Financial
17
LPL Financial
California
$245K -$68.3K -20,259 -22%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$244K +$212 +63 +0.1%
AF
19
Allworth Financial
California
$228K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$214K -$1.89K -561 -0.9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$198K -$273 -81 -0.1%
MA
22
Mezzasalma Advisors
New Jersey
$193K -$11.7K -3,460 -6%
FAG
23
Fortitude Advisory Group
Washington
$182K
EFG
24
Ethos Financial Group
Pennsylvania
$181K +$9.68K +2,872 +6%
HIP
25
HUB Investment Partners
Texas
$142K -$1K -298 -0.7%

PIM Hedge Fund Activity: Q3 2025 in Review

60 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q3 2025, worth a combined $96.7M — up 4.5% from $92.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PIM positions and 8 closed out — a net gain of 3 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Sheets Smith Investment Management, opening a new position worth an estimated $3.71M. The largest seller was 1607 Capital Partners, cutting an estimated $2.04M.

  • 60 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q3 2025, up from 58 in Q2 2025.
  • Funds reported $96.7M of Franklin Master Intermediate Income Trust stock for Q3 2025, up 4.5% quarter-over-quarter.
  • 11 funds opened new Franklin Master Intermediate Income Trust positions in Q3 2025 and 8 closed out, a net change of +3 holders.
  • The largest Franklin Master Intermediate Income Trust buyer in Q3 2025 was Sheets Smith Investment Management, an estimated $3.71M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q3 2025 was 1607 Capital Partners, an estimated $2.04M sold.

Based on aggregated 13F filings for Q3 2025.