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PMM

Putnam Managed Municipal Income

80 hedge funds and large institutions have $46.3M invested in Putnam Managed Municipal Income in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

7% more funds holding

Funds holding: 7580 (+5)

1% more capital invested

Capital invested by funds: $45.8M → $46.3M (+$451K)

0.22% more ownership

Funds ownership: 12.68%12.89% (+0.22%)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
17
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
51
Simplicity Solutions
Minnesota
$91K
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$90K
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$85K +$70.3K +9,725 New
PAG
54
Private Advisor Group
New Jersey
$80K
AA
55
AQR Arbitrage
Connecticut
$79K -$540K -74,672 -88%
WEC
56
Winslow Evans & Crocker
Massachusetts
$78K -$18.1K -2,500 -20%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$53K
US Bancorp
58
US Bancorp
Minnesota
$53K
Citigroup
59
Citigroup
New York
$46K +$39.7K +5,495 +825%
BFC
60
Bedel Financial Consulting
Indiana
$37K
CIAS
61
Capital Investment Advisory Services
North Carolina
$31K
MIM
62
Macroview Investment Management
Maryland
$30K
TJHA
63
Thomas J. Herzfeld Advisors
Florida
$28K -$51.4K -7,100 -66%
AIC
64
Ameritas Investment Company
Nebraska
$28K +$27.5K +3,798 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$23K -$5.49K -759 -20%
RCAG
66
Rehmann Capital Advisory Group
Michigan
$22.3K
JPLA
67
Joseph P. Lucia & Associates
New York
$20.2K +$1.08M +149,801 New
SWM
68
SeaCrest Wealth Management
New York
$20K
BEI
69
Benjamin Edwards Inc
Missouri
$18K +$17K +2,350 New
RIA
70
Realta Investment Advisors
Delaware
$18K +$17.4K +2,400 New
APA
71
American Portfolios Advisors
New York
$17.9K
GWM
72
Geneos Wealth Management
Colorado
$16K
CHC
73
City Holding Co
West Virginia
$15K
AF
74
Advisornet Financial
Minnesota
$15K +$14.5K +2,000 New
FCA
75
FinTrust Capital Advisors
South Carolina
$13K