PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

73 hedge funds and large institutions have $37.7M invested in Putnam Managed Municipal Income in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.99M
2
Bank of America
2
Bank of America
North Carolina
$2.33M
3
RJA
3
Raymond James & Associates
Florida
$4.89M
4
IAIM
4
International Assets Investment Management
Florida
$380K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.4M

Top Sellers

1
Invesco
1
Invesco
Georgia
$347K
2
KAS
2
Kestra Advisory Services
Texas
$102K
3
UBS Group
3
UBS Group
Switzerland
$1.1M
4
SWP
4
Stratos Wealth Partners
Ohio
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
26
International Assets Investment Management
Florida
$380K +$183K +22,580 +93%
Invesco
27
Invesco
Georgia
$347K -$880K -107,872 -72%
QCIG
28
Quad-Cities Investment Group
Iowa
$336K +$12.3K +1,514 +4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$298K +$24.7K +3,040 +9%
AA
30
Ancora Advisors
Ohio
$209K – – –
HR
31
Hayden Royal
North Carolina
$192K – – –
SBH
32
Segall Bryant & Hamill
Illinois
$175K – – –
LC
33
LCNB Corp
Ohio
$168K – – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$142K +$46.1K +5,648 +48%
VCWA
35
Vanguard Capital Wealth Advisors
Colorado
$142K +$142K +17,120 New
SPIA
36
Steward Partners Investment Advisory
New York
$142K +$196 +24 +0.1%
FAIM
37
Financial Advocates Investment Management
Washington
$126K – – –
IWM
38
IHT Wealth Management
Illinois
$125K +$33K +4,046 +36%
Truist Financial
39
Truist Financial
North Carolina
$125K +$125K +15,336 New
AWM
40
AE Wealth Management
Kansas
$124K +$14.7K +1,800 +13%
JWM
41
Jupiter Wealth Management
Colorado
$123K – – –
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$122K +$23.9K +2,925 +24%
HWM
43
Hohimer Wealth Management
Washington
$117K – – –
CA
44
Calton & Associates
Florida
$112K – – –
Cohen & Steers
45
Cohen & Steers
New York
$110K -$17.9K -2,194 -14%
DAS
46
Dynamic Advisor Solutions
Arizona
$103K +$103K +12,636 New
KAS
47
Kestra Advisory Services
Texas
$102K -$877K -107,114 -90%
SFS
48
Sowell Financial Services
Arkansas
$95K – – –
DBT
49
Dubuque Bank & Trust
Iowa
$91K – – –
PAG
50
Private Advisor Group
New Jersey
$88K – – –
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