PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

69 hedge funds and large institutions have $39.1M invested in Putnam Managed Municipal Income in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NCM
1
Newgate Capital Management
Connecticut
$1.18M
2
MIG
2
Mariner Investment Group
New York
$907K
3
Morgan Stanley
3
Morgan Stanley
New York
$7.38M
4
SG Americas Securities
4
SG Americas Securities
New York
$371K
5
PPA
5
Parametric Portfolio Associates
Washington
$4.95M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$20K
2
AAM
2
Advisors Asset Management
Colorado
$4M
3
DA
3
Doliver Advisors
Texas
$0
4
Invesco
4
Invesco
Georgia
$753K
5
SCA
5
Strategic Capital Alternatives
United States
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
51
National Planning Corporation
California
$73.4K – – –
US Bancorp
52
US Bancorp
Minnesota
$52K – – –
WA
53
WFG Advisors
Texas
$45K – – –
PSI
54
Pinnacle Summer Investments
Virginia
$41K – – –
WAM
55
Wolverine Asset Management
Illinois
$20K -$566K -80,980 -97%
OIA
56
Optimum Investment Advisors
Illinois
$20K – – –
BAM
57
Brave Asset Management
New Jersey
$18K – – –
WEC
58
Winslow Evans & Crocker
Massachusetts
$14.9K – – –
DADC
59
D.A. Davidson & Co
Montana
$14K – – –
NES
60
New England Securities
New York
$13K -$13.7K -1,951 -51%
MFS
61
MSI Financial Services
Massachusetts
$11K +$42 +6 +0.4%
BIM
62
BlackRock Investment Management
Delaware
$11K +$11K +1,455 New
KA
63
Klingman & Associates
New York
$11K +$11K +1,521 New
CFA
64
Carroll Financial Associates
North Carolina
$7K – – –
FAM
65
Formidable Asset Management
Ohio
$7K – – –
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$7K – – –
Citigroup
67
Citigroup
New York
$5K – – –
BRWA
68
B. Riley Wealth Advisors
Florida
$4.15K +$1.95K +45,182 +89%
MA
69
MUFG Americas
New York
$3K – – –
DA
70
Doliver Advisors
Texas
– -$179K -25,306 Closed
SCA
71
Strategic Capital Alternatives
United States
– -$135K -19,055 Closed
HK
72
Horizon Kinetics
New York
– -$120K -16,910 Closed
Bank of New York Mellon
73
Bank of New York Mellon
New York
– -$116K -16,288 Closed
EWM
74
Evercore Wealth Management
New York
– -$24K -3,363 Closed
MPWT
75
MassMutual Private Wealth & Trust
Connecticut
– -$11.7K -1,647 Closed
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