PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

71 hedge funds and large institutions have $40.5M invested in Putnam Managed Municipal Income in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
23
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$3.01M
2
IAA
2
Independent Advisor Alliance
North Carolina
$376K
3
RJA
3
Raymond James & Associates
Florida
$3.88M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.57M
5
JPLA
5
Joseph P. Lucia & Associates
New York
$483K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$2.7M
2
Cohen & Steers
2
Cohen & Steers
New York
$403K
3
COLIM
3
City of London Investment Management
United Kingdom
$0
4
GC
4
Guggenheim Capital
Illinois
$684K
5
MWPCG
5
Measured Wealth Private Client Group
New Hampshire
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$365K +$15.7K +1,964 +4%
AWM
27
Altium Wealth Management
New York
$345K – – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$336K +$503 +63 +0.1%
QCIG
29
Quad-Cities Investment Group
Iowa
$328K +$3.65K +455 +1%
GI
30
Glovista Investments
New Jersey
$304K +$67.6K +8,452 +29%
CAN
31
Cetera Advisor Networks
California
$274K – – –
PFT
32
Providence First Trust
Arizona
$263K – – –
JWM
33
Jupiter Wealth Management
Colorado
$228K +$61.8K +7,620 +37%
MWM
34
Merriman Wealth Management
Washington
$208K – – –
SWP
35
Stratos Wealth Partners
Ohio
$208K – – –
AA
36
Ancora Advisors
Ohio
$204K – – –
Creative Planning
37
Creative Planning
Kansas
$198K +$1.65K +206 +0.8%
Stifel Financial
38
Stifel Financial
Missouri
$170K – – –
GHAM
39
Gilman Hill Asset Management
Connecticut
$160K – – –
HR
40
Hayden Royal
North Carolina
$135K +$135K +16,358 New
Baird Financial Group
41
Baird Financial Group
Wisconsin
$133K +$133K +16,675 New
RJT
42
Raymond James Trust
Florida
$115K – – –
HWM
43
Hohimer Wealth Management
Washington
$115K +$115K +14,395 New
CA
44
Calton & Associates
Florida
$109K – – –
AWM
45
AE Wealth Management
Kansas
$101K +$4.38K +549 +5%
WAP
46
Wealthcare Advisory Partners
Pennsylvania
$96K – – –
SW
47
SVB Wealth
Massachusetts
$92K – – –
Citigroup
48
Citigroup
New York
$92K – – –
PAG
49
Private Advisor Group
New Jersey
$86K – – –
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$85K – – –
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2
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