PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

67 hedge funds and large institutions have $46.9M invested in Putnam Managed Municipal Income in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
26
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$1.32M
2
PPA
2
Parametric Portfolio Associates
Washington
$9.27M
3
GC
3
Guggenheim Capital
Illinois
$2.41M
4
LPL Financial
4
LPL Financial
California
$1.42M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.81M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$501K
2
LSA
2
Liberty Street Advisors
New York
$0
3
MIM
3
Macroview Investment Management
Maryland
$854K
4
AA
4
AQR Arbitrage
Connecticut
$343K
5
KIM
5
Karpus Investment Management
New York
$339K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$365K +$1.53K +208 +0.4%
AA
27
AQR Arbitrage
Connecticut
$343K -$404K -54,820 -54%
KIM
28
Karpus Investment Management
New York
$339K -$377K -51,242 -53%
CAN
29
Cetera Advisor Networks
California
$302K +$147K +19,960 +95%
TFMS
30
Trust & Fiduciary Management Services
Massachusetts
$257K -$33.1K -4,500 -11%
FAAS
31
First Allied Advisory Services
California
$250K +$536 +73 +0.2%
CRC
32
Curi RMB Capital
Illinois
$248K +$248K +33,710 New
WFI
33
West Family Investments
California
$241K – – –
PAM
34
Peak Asset Management
Colorado
$241K – – –
WS
35
Wedbush Securities
California
$238K +$3.54K +482 +2%
BRWA
36
B. Riley Wealth Advisors
Florida
$223K +$2.07K +281 +0.9%
TFCP
37
Twin Focus Capital Partners
Massachusetts
$177K – – –
ICOA
38
Investment Centers of America
North Dakota
$159K – – –
MAM
39
Marquette Asset Management
Minnesota
$154K – – –
GHAM
40
Gilman Hill Asset Management
Connecticut
$147K – – –
CWM
41
Concert Wealth Management
California
$143K – – –
SWP
42
Stratos Wealth Partners
Ohio
$137K +$30.3K +4,135 +28%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$134K -$43.1K -5,860 -24%
ACI
44
Alpha Cubed Investments
California
$121K – – –
IA
45
IFP Advisors
Florida
$121K +$121K +16,463 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$121K +$121K +16,489 New
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$111K +$3.62K +492 +3%
RAM
48
Riggs Asset Management
Pennsylvania
$98K – – –
CCB
49
Cutter & Co Brokerage
Missouri
$97K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$95K +$4.32K +590 +5%
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2
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