PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

83 hedge funds and large institutions have $40.7M invested in Putnam Managed Municipal Income in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
83
Holders Change
-11
Holders Change %
-11.7%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.52M
2
AAM
2
Advisors Asset Management
Colorado
$4.3M
3
Bank of America
3
Bank of America
North Carolina
$700K
4
RCM
4
Robinson Capital Management
Michigan
$2.94M
5
VanEck Associates
5
VanEck Associates
New York
$2.07M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$322K
2
HF
2
HRT Financial
New York
$0
3
Invesco
3
Invesco
Georgia
$385K
4
Franklin Resources
4
Franklin Resources
California
$0
5
Ameriprise
5
Ameriprise
Minnesota
$1.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$353K -$121K -19,564 -26%
Osaic Holdings
27
Osaic Holdings
Arizona
$322K -$427K -68,789 -57%
JPLA
28
Joseph P. Lucia & Associates
New York
$300K -$14.1K -2,275 -4%
Nomura Holdings
29
Nomura Holdings
Japan
$298K +$71.3K +11,500 +31%
WCM
30
WealthBridge Capital Management
Ohio
$293K +$34.4K +5,549 +13%
GCP
31
Gill Capital Partners
Colorado
$258K – – –
AAS
32
Avantax Advisory Services
Texas
$247K -$90.1K -14,540 -27%
TWP
33
Tyche Wealth Partners
Texas
$246K – – –
AGA
34
Arkos Global Advisors
Texas
$229K – – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$217K -$103K -16,685 -32%
BRWA
36
B. Riley Wealth Advisors
Florida
$216K -$66.1K -10,616 -23%
IWM
37
IHT Wealth Management
Illinois
$209K – – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$202K -$36.2K -5,835 -15%
CCFM
39
Clear Creek Financial Management
Washington
$176K +$86.8K +14,000 +98%
WB
40
WesBanco Bank
West Virginia
$172K +$172K +27,700 New
CIA
41
Concurrent Investment Advisors
Florida
$167K -$6.02K -971 -3%
BB
42
Burford Brothers
Texas
$160K – – –
NA
43
NewEdge Advisors
Louisiana
$151K +$72.7K +11,726 +93%
SPIA
44
Steward Partners Investment Advisory
New York
$136K +$6.2K +1,000 +5%
AWM
45
Activest Wealth Management
Florida
$133K +$133K +21,500 New
JWM
46
Jupiter Wealth Management
Colorado
$126K – – –
FAG
47
Fortitude Advisory Group
Washington
$113K -$2.97K -479 -3%
FAIM
48
Financial Advocates Investment Management
Washington
$112K – – –
KAS
49
Kestra Advisory Services
Texas
$111K +$111K +24,217 New
SWM
50
Spire Wealth Management
Virginia
$108K – – –
1
2
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