We are live on ! Find out more
PIM

Franklin Master Intermediate Income Trust
PIM

59 hedge funds and large institutions have $88.2M invested in Franklin Master Intermediate Income Trust in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0.5% more ownership

Funds ownership: 55.32% → 55.81% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $89.3M → $88.2M (-$1.14M)

2% less funds holding

Funds holding: 60 → 59 (-1)

Holders
59
Holders Change
-1
Holders Change %
-1.67%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
21
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAM
PVG Asset Management
Colorado
+$2.45M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$120K
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$108K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$95.3K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$81.3K

Top Sellers

1
SF
Summit Financial
New Jersey
-$1.98M
2
NA
NewEdge Advisors
Louisiana
-$86.9K
3
SIA
Sit Investment Associates
Minnesota
-$59.1K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$46.8K
5
LCM
Landscape Capital Management
New Jersey
-$45.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$74.3M -$59.1K -18,028 -0.1%
PAM
2
PVG Asset Management
Colorado
$3.97M +$2.45M +749,132 +155%
1CP
3
1607 Capital Partners
Virginia
$1.12M – – –
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$834K +$95.3K +29,079 +13%
SSWM
5
Sheets Smith Wealth Management
North Carolina
$779K -$10.3K -3,143 -1%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$620K – – –
Morgan Stanley
7
Morgan Stanley
New York
$561K -$3.51K -1,071 -0.6%
PM
8
Penbrook Management
New York
$481K – – –
GCP
9
Gill Capital Partners
Colorado
$457K +$5.88K +1,793 +1%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$432K +$1.22K +372 +0.3%
WA
11
WealthTrust Axiom
Pennsylvania
$379K +$26.2K +8,000 +7%
MWM
12
Melfa Wealth Management
Massachusetts
$265K – – –
LPL Financial
13
LPL Financial
California
$241K +$10.6K +3,248 +5%
EA
14
Eclectic Associates
California
$236K +$60.7K +18,520 +35%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$225K +$98 +30 +0%
AF
16
Allworth Financial
California
$217K – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$207K +$2.57K +785 +1%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$204K +$108K +33,000 +112%
MA
19
Mezzasalma Advisors
New Jersey
$179K +$3.54K +1,079 +2%
NA
20
NewEdge Advisors
Louisiana
$173K -$86.9K -26,506 -33%
FAG
21
Fortitude Advisory Group
Washington
$173K – – –
EFG
22
Ethos Financial Group
Pennsylvania
$156K – – –
IPW
23
Invictus Private Wealth
Colorado
$140K +$2.77K +845 +2%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$133K +$2.8K +854 +2%
HIP
25
HUB Investment Partners
Texas
$130K -$4.6K -1,404 -3%
1
2 3

PIM Hedge Fund Activity: Q1 2026 in Review

59 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Franklin Master Intermediate Income Trust (PIM) for Q1 2026, worth a combined $88.2M — down 1.3% from $89.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PIM positions and 6 closed out — a net gain of 1 holder — while 21 added to existing stakes and 6 trimmed.

The largest buyer was PVG Asset Management, adding an estimated $2.45M. The largest seller was Summit Financial, exiting entirely with an estimated $1.98M sold.

  • 59 institutional investors held Franklin Master Intermediate Income Trust (PIM) as of Q1 2026, down from 60 in Q4 2025.
  • Funds reported $88.2M of Franklin Master Intermediate Income Trust stock for Q1 2026, down 1.3% quarter-over-quarter.
  • 7 funds opened new Franklin Master Intermediate Income Trust positions in Q1 2026 and 6 closed out, a net change of +1 holder.
  • The largest Franklin Master Intermediate Income Trust buyer in Q1 2026 was PVG Asset Management, an estimated $2.45M added.
  • The largest Franklin Master Intermediate Income Trust seller in Q1 2026 was Summit Financial, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2026.