Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PUTNAM MASTER INTER INCOME T (PIM)

60 + Investors. Track Smart Money conviction in PIM. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — PIM

Based on 60 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PIM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
60 hedge funds hold PIM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

25 buying22 selling
Last quarter: 25 funds bought or added vs 22 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 8 → 10 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 13% medium 33% new
32 out of 60 hedge funds have held PIM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -1%, value -31%

Value
-30%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -31%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

15 → 7 → 8 → 10 → 11 new funds/Q
New funds entering each quarter: 7 → 8 → 10 → 11. A growing number of institutions are discovering PIM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

55% veterans 3% 1-2yr 42% new
Of 60 current holders: 33 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
7 of 60 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PIM

How many hedge funds hold PIM — quarterly history vs. share price
Quarterly hedge fund ownership of PIM vs. share price

Market Analysis: PIM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PIM

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: PIM
2026 Q1 Stats Unlock in 15 days 60 + Investors

Track Smart Money conviction in PIM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 60 57 5.26%
13F Shares 27M 27M -0.87%
Total Value $89M $129M -30.72%
New Positions 11 10 +1
Increased Positions 14 19 -5
Closed Positions 8 9 -1
Reduced Positions 14 12 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PIM

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Financial Highlights

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Institutional Holders (2026 Q1)

60 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PIM. Verified SEC 13F-HR filings.

Top 24 institutional holders of PIM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Penbrook Management LLC 0.36% 147,063 $481K
2 MELFA WEALTH MANAGEMENT, INC. 0.15% 80,925 $265K
3 GILL CAPITAL PARTNERS, LLC 0.13% 139,689 $457K
4 SHEETS SMITH WEALTH MANAGEMENT 0.09% 238,084 $779K
5 Fortitude Advisory Group L.L.C. 0.08% 52,819 $173K
6 Mezzasalma Advisors, LLC 0.05% 54,708 $179K
7 ECLECTIC ASSOCIATES INC /ADV 0.03% 72,101 $236K
8 Global Wealth Strategies & Associates 0.01% 9,220 $30K
9 Key FInancial Inc 0.01% 9,500 $31K
10 Graves Light Lenhart Wealth, Inc. 0.00% 14,300 $47K
11 WealthShield Partners, LLC 0.00% 13,000 $43K
12 ELEVATION POINT WEALTH PARTNERS, LLC 0.00% 27,700 $91K
13 Janney Montgomery Scott LLC 0.00% 132,145
14 Blue Trust, Inc. 0.00% 25,260 $83K
15 Stratos Wealth Partners, LTD. 0.00% 25,309 $83K
16 HIGHLINE WEALTH PARTNERS LLC 0.00% 600 $2K
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 63,315 $207K
18 ENVESTNET ASSET MANAGEMENT INC 0.00% 255,094 $834K
19 FIFTH THIRD BANCORP 0.00% 36,600 $120K
20 MOTCO 0.00% 547 $2K
21 Cambridge Investment Research Advisors, Inc. 0.00% 17,008
22 FINANCIAL CONSULATE, INC 0.00% 200
23 CoreCap Advisors, LLC 0.00% 130
24 Hilton Head Capital Partners, LLC 0.00% 2
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PUTNAM MASTER INTER INCOME T (PIM)

What does the Smart Money Trend signal show for PIM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PIM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PIM?

Slight buying edge — 53% buying: Last quarter: 25 funds bought or added vs 22 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PIM holders?

Smaller funds dominant — 2% AUM from top-100: 7 of 60 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held PIM?

53% of holders stayed for 2+ years: 32 out of 60 hedge funds have held PIM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.