PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

80 hedge funds and large institutions have $46.3M invested in Putnam Managed Municipal Income in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$632K
2
Morgan Stanley
Morgan Stanley
New York
+$438K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$409K
4
UCFA
United Capital Financial Advisors
Texas
+$405K
5
BRWA
B. Riley Wealth Advisors
Florida
+$351K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
-$2.19M
2
PPA
Parametric Portfolio Associates
Washington
-$1.85M
3
LCM
Landscape Capital Management
New Jersey
-$721K
4
AA
AQR Arbitrage
Connecticut
-$559K
5
AAM
Advisors Asset Management
Colorado
-$486K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$448K -$721K -96,478 -62%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$404K +$21.8K +2,920 +6%
WS
28
Wedbush Securities
California
$377K – – –
TCM
29
Tradewinds Capital Management
Washington
$374K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$328K -$3.18K -425 -1%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$320K -$11.7K -1,560 -4%
QCIG
32
Quad-Cities Investment Group
Iowa
$261K +$18K +2,413 +7%
PAS
33
Park Avenue Securities
New York
$258K +$258K +34,684 New
MWM
34
Merriman Wealth Management
Washington
$195K +$195K +26,017 New
AA
35
Ancora Advisors
Ohio
$191K – – –
Creative Planning
36
Creative Planning
Kansas
$180K -$3.21K -428 -2%
CAN
37
Cetera Advisor Networks
California
$172K – – –
Stifel Financial
38
Stifel Financial
Missouri
$161K -$69.9K -9,372 -30%
JWM
39
Jupiter Wealth Management
Colorado
$152K +$152K +20,500 New
GHAM
40
Gilman Hill Asset Management
Connecticut
$150K – – –
SWP
41
Stratos Wealth Partners
Ohio
$150K – – –
SBH
42
Segall Bryant & Hamill
Illinois
$116K – – –
ICA
43
Infrastructure Capital Advisors
New York
$108K -$17.6K -2,354 -14%
RJT
44
Raymond James Trust
Florida
$108K – – –
CAM
45
Columbia Asset Management
Michigan
$103K +$103K +20,000 New
CFG
46
CKW Financial Group
Hawaii
$102K – – –
CA
47
Calton & Associates
Florida
$102K – – –
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$96K +$96K +12,898 New
PPA
49
Parametric Portfolio Associates
Washington
$92K -$1.85M -248,133 -95%
SS
50
Simplicity Solutions
Minnesota
$91K – – –
1
2
3 4