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PMM

Franklin Managed Municipal Income Trust

59 hedge funds and large institutions have $27.3M invested in Franklin Managed Municipal Income Trust in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $25.2M → $27.3M (+$2.06M)

5% more funds holding

Funds holding: 5659 (+3)

0.9% more ownership

Funds ownership: 6.05%6.95% (+0.9%)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
26
Macroview Investment Management
Maryland
$266K +$263K +38,875 New
TFMS
27
Trust & Fiduciary Management Services
Massachusetts
$247K
TCM
28
Texan Capital Management
Texas
$220K
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$202K -$5.64K -833 -3%
WS
30
Wedbush Securities
California
$192K +$3.2K +473 +2%
TFCP
31
Twin Focus Capital Partners
Massachusetts
$164K
Barclays
32
Barclays
United Kingdom
$164K +$144K +21,281 +347%
NL
33
NWAM LLC
Washington
$162K +$6.74K +996 +4%
PP
34
Paloma Partners
Connecticut
$145K +$48.7K +7,200 +51%
MAM
35
Marquette Asset Management
Minnesota
$144K
Creative Planning
36
Creative Planning
Kansas
$138K -$26K -3,845 -16%
CCB
37
Cutter & Co Brokerage
Missouri
$118K +$28K +4,136 +31%
SBH
38
Segall Bryant & Hamill
Illinois
$92K
RJT
39
Raymond James Trust
Florida
$71K
PMFA
40
Plante Moran Financial Advisors
Michigan
$58K
Ameriprise
41
Ameriprise
Minnesota
$52K +$51.1K +7,550 New
US Bancorp
42
US Bancorp
Minnesota
$49K
AIG
43
American International Group
New York
$43.1K -$76.5K -11,298 -64%
DADC
44
D.A. Davidson & Co
Montana
$34K -$176K -26,000 -84%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$34K
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$30K +$13.2K +1,951 +79%
WA
47
WFG Advisors
Texas
$15K -$9.61K -1,419 -40%
NES
48
New England Securities
New York
$13K
FHA
49
First Horizon Advisors
Tennessee
$13K +$12.9K +1,900 New
TJHA
50
Thomas J. Herzfeld Advisors
Florida
$10K

PMM Hedge Fund Activity: Q3 2013 in Review

59 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Franklin Managed Municipal Income Trust (PMM) for Q3 2013, worth a combined $27.3M — up 8.2% from $25.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PMM positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 17 trimmed.

The largest buyer was Fir Tree Capital Management, opening a new position worth an estimated $2.14M. The largest seller was Invesco, cutting an estimated $1.87M.

  • 59 institutional investors held Franklin Managed Municipal Income Trust (PMM) as of Q3 2013, up from 56 in Q2 2013.
  • Funds reported $27.3M of Franklin Managed Municipal Income Trust stock for Q3 2013, up 8.2% quarter-over-quarter.
  • 9 funds opened new Franklin Managed Municipal Income Trust positions in Q3 2013 and 5 closed out, a net change of +4 holders.
  • The largest Franklin Managed Municipal Income Trust buyer in Q3 2013 was Fir Tree Capital Management, an estimated $2.14M added.
  • The largest Franklin Managed Municipal Income Trust seller in Q3 2013 was Invesco, an estimated $1.87M sold.

Based on aggregated 13F filings for Q3 2013.