PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

63 hedge funds and large institutions have $32.9M invested in Putnam Managed Municipal Income in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-9
Holders Change %
-12.5%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.11M
2
JPLA
2
Joseph P. Lucia & Associates
New York
$730K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.06M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$222K
5
AAM
5
Advisors Asset Management
Colorado
$198K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$0
2
Ameriprise
2
Ameriprise
Minnesota
$1.54M
3
GI
3
Glovista Investments
New Jersey
$0
4
Invesco
4
Invesco
Georgia
$2.71M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
26
Quad-Cities Investment Group
Iowa
$256K -$46.6K -6,365 -15%
PFT
27
Providence First Trust
Arizona
$237K – – –
SWP
28
Stratos Wealth Partners
Ohio
$226K +$470 +64 +0.2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$222K +$222K +30,336 New
JWM
30
Jupiter Wealth Management
Colorado
$219K – – –
CAN
31
Cetera Advisor Networks
California
$215K +$344 +47 +0.2%
AAM
32
Advisors Asset Management
Colorado
$198K +$198K +27,022 New
AA
33
Ancora Advisors
Ohio
$188K – – –
HR
34
Hayden Royal
North Carolina
$173K – – –
Stifel Financial
35
Stifel Financial
Missouri
$137K -$19.3K -2,636 -12%
FAIM
36
Financial Advocates Investment Management
Washington
$113K +$113K +15,464 New
HWM
37
Hohimer Wealth Management
Washington
$106K – – –
RJT
38
Raymond James Trust
Florida
$106K – – –
AWM
39
AE Wealth Management
Kansas
$100K – – –
CA
40
Calton & Associates
Florida
$100K – – –
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$88K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$85K – – –
Citigroup
43
Citigroup
New York
$85K +$940 +128 +1%
SFS
44
Sowell Financial Services
Arkansas
$82K +$12.9K +1,747 +19%
PAG
45
Private Advisor Group
New Jersey
$79K – – –
SBH
46
Segall Bryant & Hamill
Illinois
$77K – – –
WEC
47
Winslow Evans & Crocker
Massachusetts
$76K – – –
TH
48
TCTC Holdings
Texas
$73K +$73K +10,000 New
SPIA
49
Steward Partners Investment Advisory
New York
$71K +$176 +24 +0.2%
US Bancorp
50
US Bancorp
Minnesota
$54K +$2.04K +281 +4%
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