PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

72 hedge funds and large institutions have $45.6M invested in Putnam Managed Municipal Income in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 14 closing their positions.

Holders
72
Holders Change
-8
Holders Change %
-10%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
13
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WS
1
Wedbush Securities
California
$815K
2
UBS Group
2
UBS Group
Switzerland
$2.15M
3
UCFA
3
United Capital Financial Advisors
Texas
$2.21M
4
RJA
4
Raymond James & Associates
Florida
$3.27M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.22M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$146K
2
WAM
2
Wakefield Asset Management
Colorado
$5K
3
RCM
3
Robinson Capital Management
Michigan
$4.44M
4
Cohen & Steers
4
Cohen & Steers
New York
$2.07M
5
GI
5
Glovista Investments
New Jersey
$337K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
26
Glovista Investments
New Jersey
$337K -$454K -59,581 -57%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$336K +$1.24K +162 +0.4%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$334K +$7.51K +984 +2%
QCIG
29
Quad-Cities Investment Group
Iowa
$305K +$38.2K +4,997 +14%
CAN
30
Cetera Advisor Networks
California
$260K +$86.4K +11,400 +50%
MWPCG
31
Measured Wealth Private Client Group
New Hampshire
$219K +$219K +28,750 New
AA
32
Ancora Advisors
Ohio
$195K – – –
Creative Planning
33
Creative Planning
Kansas
$186K +$2.36K +309 +1%
Stifel Financial
34
Stifel Financial
Missouri
$163K -$2.16K -283 -1%
JWM
35
Jupiter Wealth Management
Colorado
$162K – – –
GHAM
36
Gilman Hill Asset Management
Connecticut
$153K – – –
SWP
37
Stratos Wealth Partners
Ohio
$153K – – –
JPLA
38
Joseph P. Lucia & Associates
New York
$146K -$995K -130,639 -87%
Citigroup
39
Citigroup
New York
$136K +$88.9K +11,630 +189%
HR
40
Hayden Royal
North Carolina
$127K +$127K +16,358 New
SBH
41
Segall Bryant & Hamill
Illinois
$118K – – –
RJT
42
Raymond James Trust
Florida
$110K – – –
CA
43
Calton & Associates
Florida
$104K – – –
AWM
44
AE Wealth Management
Kansas
$93K +$1K +132 +1%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$92K – – –
SW
46
SVB Wealth
Massachusetts
$88K +$88K +11,500 New
BCI
47
Brinker Capital Investments
Pennsylvania
$86K +$86K +11,297 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$85K – – –
PAG
49
Private Advisor Group
New Jersey
$82K – – –
WEC
50
Winslow Evans & Crocker
Massachusetts
$80K – – –
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