PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

77 hedge funds and large institutions have $41.7M invested in Putnam Managed Municipal Income in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$953K
3
JPLA
3
Joseph P. Lucia & Associates
New York
$1.98M
4
RJA
4
Raymond James & Associates
Florida
$5.91M
5
Bank of America
5
Bank of America
North Carolina
$2.01M

Top Sellers

1
SBH
1
Segall Bryant & Hamill
Illinois
$0
2
GCP
2
Gill Capital Partners
Colorado
$566K
3
VanEck Associates
3
VanEck Associates
New York
$1.47M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.03M
5
AA
5
AlphaCentric Advisors
Puerto Rico
$193K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$437K +$587 +67 +0.1%
UCFA
27
United Capital Financial Advisors
Texas
$418K -$80.4K -9,169 -16%
QCIG
28
Quad-Cities Investment Group
Iowa
$366K +$3.01K +343 +0.8%
IWM
29
IHT Wealth Management
Illinois
$308K +$2.35K +268 +0.8%
LP
30
Lloyd Park
Illinois
$270K +$270K +30,730 New
AA
31
Ancora Advisors
Ohio
$224K – – –
AA
32
AlphaCentric Advisors
Puerto Rico
$193K -$114K -13,000 -37%
LC
33
LCNB Corp
Ohio
$180K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$180K +$14.5K +1,660 +9%
JWM
35
Jupiter Wealth Management
Colorado
$175K – – –
IAIM
36
International Assets Investment Management
Florida
$159K -$25.6K -2,925 -14%
Truist Financial
37
Truist Financial
North Carolina
$153K +$10.6K +1,204 +7%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$146K -$7.45K -849 -5%
FAIM
39
Financial Advocates Investment Management
Washington
$143K +$87 +10 +0.1%
VCWA
40
Vanguard Capital Wealth Advisors
Colorado
$127K +$1.43K +163 +1%
HWM
41
Hohimer Wealth Management
Washington
$126K – – –
CA
42
Calton & Associates
Florida
$120K – – –
AWM
43
AE Wealth Management
Kansas
$118K – – –
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$118K +$10.6K +1,204 +10%
RJT
45
Raymond James Trust
Florida
$117K +$25.8K +2,950 +28%
PA
46
Procyon Advisors
Connecticut
$112K – – –
DAS
47
Dynamic Advisor Solutions
Arizona
$111K – – –
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$105K – – –
DBT
49
Dubuque Bank & Trust
Iowa
$98K – – –
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$98K +$4.36K +500 +5%
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