Who Owns PIM?
Putnam Master Intermediate Income Trust — Institutional Ownership & 13F Holdings
$3.20
-0.02 (-0.62%)
Market Cap
$158.8M
Shares Outstanding
48,184,341
Institutional Holders
58
Total Inst. Value
$90.7M
% of Float Held
—
QoQ Holder Change
+25
Institutional data as of Q1 2025
New Positions
14
Closed Positions
4
Increased
18
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | $76.6M | 23,075,285 |
| 2 | 1607 Capital Partners, LLC | $3.4M | 1,029,067 |
| 3 | Allspring Global Investments Holdings, LLC | $2.3M | 692,346 |
| 4 | Consolidated Portfolio Review Corp | $1.1M | 329,319 |
| 5 | MORGAN STANLEY | $638K | 192,444 |
| 6 | Transform Wealth, LLC | $561K | 169,225 |
| 7 | GILL CAPITAL PARTNERS, LLCNew | $557K | 167,882 |
| 8 | Penbrook Management LLCNew | $492K | 148,163 |
| 9 | Janney Montgomery Scott LLCNew | $448K | 134,822 |
| 10 | Shaker Financial Services, LLC | $400K | 120,489 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +91K | $76.6M |
| Consolidated Portfolio Review Corp | +37K | $1.1M |
| MORGAN STANLEY | +299 | $638K |
| GILL CAPITAL PARTNERS, LLCNew | +168K | $557K |
| Penbrook Management LLCNew | +148K | $492K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| 1607 Capital Partners, LLC | -37K | $3.4M |
| NewEdge Advisors, LLC | -24K | $279K |
| Allspring Global Investments Holdings, LLC | -23K | $2.3M |
| UBS Group AG | -15K | $84K |
| Shaker Financial Services, LLC | -15K | $400K |
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Frequently Asked Questions
How many institutional investors hold PIM?
As of Q1 2025, 58 institutional investors report holding PIM (Putnam Master Intermediate Income Trust) in their 13F filings.
Which hedge fund owns the most PIM?
The largest institutional holder of PIM is SIT INVESTMENT ASSOCIATES INC with $76.6M in shares.
Are institutions buying or selling PIM?
This quarter, 14 institutions opened new positions in PIM and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.