PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

79 hedge funds and large institutions have $36.4M invested in Putnam Managed Municipal Income in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$1.29M
2
Wells Fargo
2
Wells Fargo
California
$1.78M
3
Bank of America
3
Bank of America
North Carolina
$2.22M
4
LSC
4
Logan Stone Capital
Illinois
$375K
5
RJA
5
Raymond James & Associates
Florida
$5.1M

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$773K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$381K
3
LP
3
Lloyd Park
Illinois
$0
4
WS
4
Wedbush Securities
California
$169K
5
BRWA
5
B. Riley Wealth Advisors
Florida
$871K
Name Holding Trade Value Shares
Change 		Shares
Change %
LSC
26
Logan Stone Capital
Illinois
$375K +$375K +53,005 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$365K +$12.7K +1,794 +4%
UCFA
28
United Capital Financial Advisors
Texas
$305K -$32.2K -4,550 -10%
QCIG
29
Quad-Cities Investment Group
Iowa
$298K +$2.7K +382 +0.9%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$292K +$174K +24,672 +148%
LCM
31
Landscape Capital Management
New Jersey
$260K +$260K +36,832 New
IWM
32
IHT Wealth Management
Illinois
$240K -$8.1K -1,147 -3%
Truist Financial
33
Truist Financial
North Carolina
$187K +$63.7K +9,000 +52%
AA
34
Ancora Advisors
Ohio
$181K – – –
WS
35
Wedbush Securities
California
$169K -$268K -38,000 -61%
BCA
36
Bay Colony Advisors
Massachusetts
$164K +$164K +23,197 New
SPIA
37
Steward Partners Investment Advisory
New York
$146K +$312 +44 +0.2%
LC
38
LCNB Corp
Ohio
$145K – – –
JWM
39
Jupiter Wealth Management
Colorado
$141K – – –
FAIM
40
Financial Advocates Investment Management
Washington
$116K +$50 +7 +0%
Comerica Bank
41
Comerica Bank
Texas
$115K +$115K +17,000 New
PPA
42
Parametric Portfolio Associates
Washington
$106K +$106K +14,941 New
HWM
43
Hohimer Wealth Management
Washington
$102K – – –
VCWA
44
Vanguard Capital Wealth Advisors
Colorado
$96K -$5.76K -822 -6%
CA
45
Calton & Associates
Florida
$96K – – –
AWM
46
AE Wealth Management
Kansas
$95K – – –
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$95K – – –
RJT
48
Raymond James Trust
Florida
$94K – – –
PA
49
Procyon Advisors
Connecticut
$91K – – –
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$90K +$10.6K +1,500 +13%
1
2
3 4