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PIM

Putnam Master Intermediate Income Trust

59 hedge funds and large institutions have $88.2M invested in Putnam 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: 11 (0)

1% less capital invested

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

2% less funds holding

Funds holding: 6059 (-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
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%