Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Putnam Master Inter Income T (PIM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
44%

Smart Money Signals — PIM

Based on 60 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (98% of max)

98% 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 — +5% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

25 buying32 selling
Last quarter: 32 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new PIM position: 10 → 11 → 7 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 30% medium ■ 17% 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.
💰

Value +20% but shares only +3% — price-driven

Value
+19%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~14 new funds/quarter

9 → 10 → 11 → 7 → 14 new funds/Q
New funds entering each quarter: 10 → 11 → 7 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 60% veterans vs 32% newcomers

■ 60% veterans ■ 8% 1-2yr ■ 32% new
Entry-cohort mix of 60 holders: 36 (60%) are 2+ year veterans, 5 entered 1–2 years ago, and 19 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
9 of 60 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — PIM

In 2026 Q2, 25 hedge funds were net buyers of PIM (14 opened a new position, 11 added to an existing one), while 32 reduced or exited (19 trimmed, 13 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 60.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: PIM
59 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 59 59 -
13F Shares 28M 27M 2.35%
Total Value $16M $13M 16.12%
New Positions 14 7 +7
Increased Positions 10 21 -11
Closed Positions 14 9 +5
Reduced Positions 19 6 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PIM

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Institutional Holders (2026 Q2)

59 + investors

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

QUARTER:
Top 25 PIM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pvg Asset Management Corp 2.30% 1,235,001 $4.0M
2 Penbrook Management LLC 0.30% 147,063 $475K
3 Shaker Financial Services, LLC 0.22% 219,756 $710K
4 Melfa Wealth Management, INC. 0.14% 80,925 $261K
5 Gill Capital Partners, LLC 0.12% 141,560 $457K
6 WealthTrust Axiom LLC 0.10% 136,500 $441K
7 Fortitude Advisory Group L.L.C. 0.08% 62,135 $201K
8 Sheets Smith Wealth Management 0.07% 224,014 $724K
9 1607 Capital Partners, LLC 0.06% 221,893 $717K
10 Closed-End Fund Advisors, Inc. 0.04% 11,649 $38K
11 Mezzasalma Advisors, LLC 0.04% 55,840 $180K
12 Summit Financial, LLC 0.03% 879,729 $2.8M
13 Northstar Financial Companies, Inc. 0.03% 11,811 $38K
14 Eclectic Associates Inc /Adv 0.02% 67,441 $218K
15 Weaver Consulting Group 0.02% 32,000 $103K
16 Balefire, LLC 0.01% 23,783 $77K
17 Ethos Financial Group, LLC 0.01% 44,826 $145K
18 Graves Light Lenhart Wealth, Inc. 0.00% 14,300 $46K
19 Oakmont Advisory Group, LLC 0.00% 1,101 $4K
20 HUB Investment Partners, LLC 0.00% 39,580 $128K
21 Shufro Rose & Co LLC 0.00% 11,000 $36K
22 Measured Wealth Private Client Group, LLC 0.00% 2,500 $8K
23 Tounjian Advisory Partners, LLC 0.00% 1,162 $4K
24 Elevation Point Wealth Partners, LLC 0.00% 16,700 $54K
25 IFG Advisory, LLC 0.00% 8,500 $27K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 44% buying: Last quarter: 32 funds reduced or exited vs 25 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PIM holders?

Smaller funds dominant — 10% AUM from top-100: 9 of 60 holders rank in the top 100 by AUM, but together hold only 10% 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.

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