PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

82 hedge funds and large institutions have $50.2M invested in Putnam Managed Municipal Income in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
23
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$3.03M
2
AF
2
Allworth Financial
California
$617K
3
Invesco
3
Invesco
Georgia
$1.56M
4
GC
4
Guggenheim Capital
Illinois
$5.97M
5
Wells Fargo
5
Wells Fargo
California
$5.95M

Top Sellers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$699K
2
RIL
2
Rothschild Investment LLC
Illinois
$17.9K
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
UBS Group
4
UBS Group
Switzerland
$520K
5
ARC
5
Advisor Resource Council
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5.97M 997,567 +91,933 +10%
Wells Fargo
2
Wells Fargo
California
$5.95M 995,513 +69,900 +8%
AAM
3
Advisors Asset Management
Colorado
$5.16M 862,612 -13,219 -2%
Morgan Stanley
4
Morgan Stanley
New York
$4.81M 804,012 +4,271 +0.5%
Raymond James Financial
5
Raymond James Financial
Florida
$3.15M 526,601 +55,674 +12%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$3.03M 506,760 +247,811 +96%
SIA
7
Sit Investment Associates
Minnesota
$3.01M 502,949 -12,400 -2%
VanEck Associates
8
VanEck Associates
New York
$1.65M 276,297 +7,741 +3%
Invesco
9
Invesco
Georgia
$1.56M 261,413 +92,727 +55%
Ameriprise
10
Ameriprise
Minnesota
$1.35M 225,663 +271 +0.1%
KIG
11
Kennedy Investment Group
New Jersey
$1.18M 197,626 -25,995 -12%
Bank of America
12
Bank of America
North Carolina
$749K 125,252 +40,699 +48%
LPL Financial
13
LPL Financial
California
$740K 123,806 +8,321 +7%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$699K 116,957 -268,119 -70%
AF
15
Allworth Financial
California
$617K 103,242 +103,242 New
MWM
16
Melfa Wealth Management
Massachusetts
$573K 95,856 – –
UBS Group
17
UBS Group
Switzerland
$520K 86,910 -78,575 -47%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$490K 81,950 -778 -0.9%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$483K 80,721 +928 +1%
BA
20
Bridgewater Advisors
New York
$444K 76,102 – –
CIA
21
Capital Investment Advisors
Georgia
$413K 69,056 -4,000 -5%
KMWM
22
Keudell/Morrison Wealth Management
Oregon
$400K 66,964 -2,150 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$368K 61,458 +326 +0.5%
OC
24
Oppenheimer & Co
New York
$356K 59,470 +763 +1%
AAS
25
Avantax Advisory Services
Texas
$352K 58,938 +19,998 +51%
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