PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

80 hedge funds and large institutions have $36.3M invested in Putnam Managed Municipal Income in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.54M
3
VanEck Associates
3
VanEck Associates
New York
$1.54M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$306K
5
LCM
5
Landscape Capital Management
New Jersey
$231K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.29M
2
AAS
2
Avantax Advisory Services
Texas
$632K
3
RJA
3
Raymond James & Associates
Florida
$3.7M
4
GSC
4
Grey Street Capital
Illinois
$0
5
AA
5
AlphaCentric Advisors
Puerto Rico
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$320K 52,534 +676 +1%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$306K 50,321 +50,321 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$283K 46,547 -5,077 -10%
BRWA
29
B. Riley Wealth Advisors
Florida
$264K 43,211 -8,289 -16%
MC
30
Moors & Cabot
Massachusetts
$259K 42,500 +2,500 +6%
LCM
31
Landscape Capital Management
New Jersey
$231K 37,857 +37,857 New
VF
32
Virtu Financial
New York
$204K 33,466 +33,466 New
IWM
33
IHT Wealth Management
Illinois
$202K 33,091 +338 +1%
AA
34
Ancora Advisors
Ohio
$156K 25,590 – –
GC
35
Guggenheim Capital
Illinois
$153K 25,188 +25,188 New
CCP
36
Clough Capital Partners
Massachusetts
$150K 24,679 +24,679 New
Walleye Capital
37
Walleye Capital
New York
$150K 24,559 +24,559 New
SPIA
38
Steward Partners Investment Advisory
New York
$122K 20,067 +1,307 +7%
JWM
39
Jupiter Wealth Management
Colorado
$122K 20,000 – –
RJT
40
Raymond James Trust
Florida
$120K 19,780 – –
FWM
41
Fairhaven Wealth Management
Illinois
$111K 18,300 +18,300 New
FAIM
42
Financial Advocates Investment Management
Washington
$106K 17,364 -944 -5%
PAG
43
Private Advisor Group
New Jersey
$105K 17,259 +95 +0.6%
UCFA
44
United Capital Financial Advisors
Texas
$101K 16,520 -1,454 -8%
HighTower Advisors
45
HighTower Advisors
Illinois
$100K 16,389 +6,201 +61%
WAM
46
Wolverine Asset Management
Illinois
$99.8K 16,382 +16,382 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$95.2K 15,635 -4,985 -24%
FAG
48
Fortitude Advisory Group
Washington
$91.3K 14,998 +998 +7%
UBG
49
United Bank (Georgia)
Georgia
$87.7K 14,400 – –
HWM
50
Hohimer Wealth Management
Washington
$87.7K 14,395 – –
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