PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

67 hedge funds and large institutions have $35.1M invested in Putnam Managed Municipal Income in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DLG
1
Daniel L. Goodwin
$858K
2
PPA
2
Parametric Portfolio Associates
Washington
$4.58M
3
WAM
3
Wolverine Asset Management
Illinois
$593K
4
AAM
4
Advisors Asset Management
Colorado
$4.11M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.64M

Top Sellers

1
BRWA
1
B. Riley Wealth Advisors
Florida
$360K
2
GEM
2
Global Endowment Management
North Carolina
$566K
3
NL
3
NWAM LLC
Washington
$0
4
Invesco
4
Invesco
Georgia
$908K
5
TC
5
TFS Capital
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFMS
26
Trust & Fiduciary Management Services
Massachusetts
$285K – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$284K +$1.1K +155 +0.4%
WFI
28
West Family Investments
California
$232K – – –
LCM
29
Landscape Capital Management
New Jersey
$224K +$96.9K +13,673 +76%
UCFA
30
United Capital Financial Advisors
Texas
$217K +$217K +30,710 New
WS
31
Wedbush Securities
California
$213K +$3.33K +469 +2%
DA
32
Doliver Advisors
Texas
$179K +$179K +25,306 New
TFCP
33
Twin Focus Capital Partners
Massachusetts
$170K – – –
GHAM
34
Gilman Hill Asset Management
Connecticut
$159K – – –
MAM
35
Marquette Asset Management
Minnesota
$148K -$1.28K -180 -0.9%
NCM
36
Newgate Capital Management
Connecticut
$137K +$137K +19,417 New
Creative Planning
37
Creative Planning
Kansas
$136K +$6.85K +971 +5%
SCA
38
Strategic Capital Alternatives
United States
$135K +$135K +19,055 New
HK
39
Horizon Kinetics
New York
$120K -$1.42K -200 -1%
Deutsche Bank
40
Deutsche Bank
Germany
$117K – – –
VKH
41
Virtu KCG Holdings
New York
$117K +$117K +16,586 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$116K -$54K -7,588 -32%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$111K -$47.6K -6,698 -30%
UR
44
USCA RIA
Texas
$102K – – –
RAM
45
Riggs Asset Management
Pennsylvania
$95K +$95K +13,368 New
CCB
46
Cutter & Co Brokerage
Missouri
$93K – – –
RJT
47
Raymond James Trust
Florida
$74K – – –
NPC
48
National Planning Corporation
California
$71K +$71K +10,075 New
US Bancorp
49
US Bancorp
Minnesota
$51K – – –
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$45K +$13K +1,829 +40%
1
2
3