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 %
XF
26
XML Financial
Maryland
$344K 57,600 +34,500 +149%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$338K 56,514 +1,577 +3%
BBHC
28
Brown Brothers Harriman & Co
New York
$332K 55,583 +55,583 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$322K 53,856 -422 -0.8%
Osaic Holdings
30
Osaic Holdings
Arizona
$306K 51,296 +1,212 +2%
GCP
31
Gill Capital Partners
Colorado
$248K 41,537 – –
KAS
32
Kestra Advisory Services
Texas
$243K 40,635 +6,970 +21%
TWP
33
Tyche Wealth Partners
Texas
$238K 39,722 – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$228K 38,065 +2,605 +7%
NA
35
NewEdge Advisors
Louisiana
$206K 34,393 +12 +0%
CCFM
36
Clear Creek Financial Management
Washington
$191K 31,870 -480 -1%
WCM
37
WealthBridge Capital Management
Ohio
$186K 31,050 -5,000 -14%
JPLA
38
Joseph P. Lucia & Associates
New York
$184K 30,832 -850 -3%
BI
39
Ballast Inc
Kentucky
$184K 30,832 +30,832 New
USCWA
40
U.S. Capital Wealth Advisors
Texas
$183K 30,606 +30,606 New
EAM
41
Everstar Asset Management
North Carolina
$178K 29,812 -15,100 -34%
CIA
42
Concurrent Investment Advisors
Florida
$174K 29,014 – –
WB
43
WesBanco Bank
West Virginia
$166K 27,700 – –
BB
44
Burford Brothers
Texas
$155K 25,850 – –
TFCP
45
Twin Focus Capital Partners
Massachusetts
$143K 23,993 – –
FAIM
46
Financial Advocates Investment Management
Washington
$122K 20,391 – –
BRWA
47
B. Riley Wealth Advisors
Florida
$110K 18,473 +18,473 New
FAG
48
Fortitude Advisory Group
Washington
$109K 18,285 – –
ATPW
49
Ashton Thomas Private Wealth
Arizona
$104K 17,327 +17,327 New
WS
50
Wedbush Securities
California
$92K 15,372 +2,960 +24%
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