PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

75 hedge funds and large institutions have $33.8M invested in Putnam Managed Municipal Income in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-11
Holders Change %
-12.79%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$1.65M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$561K
3
Invesco
3
Invesco
Georgia
$1.06M
4
DLG
4
Daniel L. Goodwin
$747K
5
CAN
5
Cetera Advisor Networks
California
$655K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.63M
2
PFT
2
Providence First Trust
Arizona
$0
3
Bank of America
3
Bank of America
North Carolina
$322K
4
KIG
4
Kennedy Investment Group
New Jersey
$2M
5
Cohen & Steers
5
Cohen & Steers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$316K -$4.96K -810 -2%
MC
27
Moors & Cabot
Massachusetts
$245K -$30.7K -5,000 -11%
UBS Group
28
UBS Group
Switzerland
$222K -$75.1K -12,256 -25%
IWM
29
IHT Wealth Management
Illinois
$201K +$2.23K +363 +1%
AA
30
Ancora Advisors
Ohio
$157K – – –
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$126K +$98 +16 +0.1%
JWM
32
Jupiter Wealth Management
Colorado
$123K – – –
GSC
33
Grey Street Capital
Illinois
$122K +$122K +19,884 New
RJT
34
Raymond James Trust
Florida
$121K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$115K +$27.5K +4,492 +31%
FAIM
36
Financial Advocates Investment Management
Washington
$112K +$3.15K +514 +3%
UCFA
37
United Capital Financial Advisors
Texas
$110K – – –
PAG
38
Private Advisor Group
New Jersey
$105K +$5.9K +963 +6%
AA
39
AlphaCentric Advisors
Puerto Rico
$101K -$6.74K -1,100 -6%
AWM
40
AE Wealth Management
Kansas
$93.5K – – –
UBG
41
United Bank (Georgia)
Georgia
$88.3K – – –
HWM
42
Hohimer Wealth Management
Washington
$88.2K – – –
FAG
43
Fortitude Advisory Group
Washington
$85.8K +$13K +2,127 +18%
PA
44
Procyon Advisors
Connecticut
$78.5K – – –
DAS
45
Dynamic Advisor Solutions
Arizona
$77.5K – – –
QCIG
46
Quad-Cities Investment Group
Iowa
$77K +$1.1K +180 +1%
SWIM
47
Smallwood Wealth Investment Management
New Jersey
$72.4K – – –
WS
48
Wedbush Securities
California
$72K – – –
Jane Street
49
Jane Street
New York
$69.6K +$3.32K +541 +5%
DBT
50
Dubuque Bank & Trust
Iowa
$68.7K – – –
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