PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

73 hedge funds and large institutions have $37.5M invested in Putnam Managed Municipal Income in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$1.99M
2
AWM
2
Altium Wealth Management
New York
$338K
3
PFT
3
Providence First Trust
Arizona
$258K
4
Invesco
4
Invesco
Georgia
$3.16M
5
Bank of America
5
Bank of America
North Carolina
$1.36M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
UCFA
3
United Capital Financial Advisors
Texas
$725K
4
GC
4
Guggenheim Capital
Illinois
$1.02M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$329K -$15.8K -2,014 -5%
QCIG
27
Quad-Cities Investment Group
Iowa
$315K +$3.52K +452 +1%
CAN
28
Cetera Advisor Networks
California
$268K – – –
JPLA
29
Joseph P. Lucia & Associates
New York
$263K +$113K +14,415 +75%
PFT
30
Providence First Trust
Arizona
$258K +$258K +32,906 New
GI
31
Glovista Investments
New Jersey
$231K -$115K -14,662 -33%
MWPCG
32
Measured Wealth Private Client Group
New Hampshire
$225K – – –
MWM
33
Merriman Wealth Management
Washington
$204K – – –
SWP
34
Stratos Wealth Partners
Ohio
$204K +$47.1K +6,000 +30%
AA
35
Ancora Advisors
Ohio
$200K – – –
Creative Planning
36
Creative Planning
Kansas
$192K +$1.61K +206 +0.8%
Stifel Financial
37
Stifel Financial
Missouri
$167K – – –
JWM
38
Jupiter Wealth Management
Colorado
$161K – – –
GHAM
39
Gilman Hill Asset Management
Connecticut
$157K – – –
IDA
40
Intelligence Driven Advisers
California
$138K +$138K +17,674 New
PAS
41
Partnervest Advisory Services
California
$120K +$120K +15,352 New
RJT
42
Raymond James Trust
Florida
$113K – – –
CA
43
Calton & Associates
Florida
$107K – – –
AWM
44
AE Wealth Management
Kansas
$95K -$1.04K -132 -1%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$94K – – –
Citigroup
46
Citigroup
New York
$90K -$49.8K -6,339 -36%
SW
47
SVB Wealth
Massachusetts
$90K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$85K – – –
PAG
49
Private Advisor Group
New Jersey
$84K – – –
SBH
50
Segall Bryant & Hamill
Illinois
$83K -$39.5K -5,000 -32%
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