PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

92 hedge funds and large institutions have $46.5M invested in Putnam Managed Municipal Income in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 4 closing their positions.

Holders
92
Holders Change
+9
Holders Change %
+10.84%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$3.85M
2
SIA
2
Sit Investment Associates
Minnesota
$1.13M
3
WAM
3
Wolverine Asset Management
Illinois
$831K
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$380K
5
Wells Fargo
5
Wells Fargo
California
$4.36M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$2.53M
2
LCM
2
Landscape Capital Management
New Jersey
$307K
3
AAM
3
Advisors Asset Management
Colorado
$4.22M
4
Nomura Holdings
4
Nomura Holdings
Japan
$95.7K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$380K 58,312 +58,312 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$367K 56,422 -449 -0.8%
Osaic Holdings
28
Osaic Holdings
Arizona
$358K 54,946 +3,053 +6%
WCM
29
WealthBridge Capital Management
Ohio
$340K 52,250 +4,950 +10%
LCM
30
Landscape Capital Management
New Jersey
$307K 47,165 -46,932 -50%
Invesco
31
Invesco
Georgia
$276K 42,454 -19,700 -32%
GCP
32
Gill Capital Partners
Colorado
$270K 41,537 – –
AAS
33
Avantax Advisory Services
Texas
$267K 40,938 +1,113 +3%
TWP
34
Tyche Wealth Partners
Texas
$259K 39,722 – –
AGA
35
Arkos Global Advisors
Texas
$241K 37,000 – –
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$233K 35,798 +35,798 New
JPLA
37
Joseph P. Lucia & Associates
New York
$229K 35,189 -13,262 -27%
CCFM
38
Clear Creek Financial Management
Washington
$224K 34,350 +6,000 +21%
IWM
39
IHT Wealth Management
Illinois
$220K 33,748 – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$212K 32,576 +58 +0.2%
CIA
41
Concurrent Investment Advisors
Florida
$186K 28,647 +1,728 +6%
WB
42
WesBanco Bank
West Virginia
$180K 27,700 – –
BB
43
Burford Brothers
Texas
$168K 25,850 – –
NA
44
NewEdge Advisors
Louisiana
$159K 24,356 +10 +0%
TFCP
45
Twin Focus Capital Partners
Massachusetts
$156K 23,993 +23,993 New
BRWA
46
B. Riley Wealth Advisors
Florida
$145K 22,163 -12,533 -36%
SPIA
47
Steward Partners Investment Advisory
New York
$143K 22,000 – –
FAG
48
Fortitude Advisory Group
Washington
$119K 18,285 – –
FAIM
49
Financial Advocates Investment Management
Washington
$117K 18,039 – –
KAS
50
Kestra Advisory Services
Texas
$117K 18,021 -6,196 -26%
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