PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

74 hedge funds and large institutions have $37.5M invested in Putnam Managed Municipal Income in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
74
Holders Change
+7
Holders Change %
+10.45%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$946K
2
Bank of America
2
Bank of America
North Carolina
$1.89M
3
RJA
3
Raymond James & Associates
Florida
$4.52M
4
JPLA
4
Joseph P. Lucia & Associates
New York
$1.18M
5
PFT
5
Providence First Trust
Arizona
$825K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.35M
2
Invesco
2
Invesco
Georgia
$1.21M
3
Truist Financial
3
Truist Financial
North Carolina
$0
4
Citigroup
4
Citigroup
New York
$12K
5
Cohen & Steers
5
Cohen & Steers
New York
$127K
Name Market Value Shares Shares
Change 		Shares
Change %
MAFM
51
Mid Atlantic Financial Management
Pennsylvania
$85K 10,500 +200 +2%
WEC
52
Winslow Evans & Crocker
Massachusetts
$83K 10,310 – –
TH
53
TCTC Holdings
Texas
$81K 10,000 – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$81K 10,039 +2,150 +27%
AWG
55
Altus Wealth Group
Colorado
$59K 7,363 +7,363 New
US Bancorp
56
US Bancorp
Minnesota
$58K 7,149 – –
M
57
MOTCO
Texas
$48K 5,978 +5,978 New
BEI
58
Benjamin Edwards Inc
Missouri
$44K 5,400 – –
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$44K 5,500 +489 +10%
BFC
60
Bedel Financial Consulting
Indiana
$40K 5,000 – –
AF
61
Advisornet Financial
Minnesota
$32K 3,916 +2,116 +118%
CA
62
Crewe Advisors
Utah
$20K 2,500 +2,500 New
COCM
63
Charter Oak Capital Management
New Hampshire
$20K 2,500 +2,500 New
GWM
64
Geneos Wealth Management
Colorado
$17K 2,144 – –
CHC
65
City Holding Co
West Virginia
$16K 2,000 – –
NFSG
66
Newbridge Financial Services Group
Florida
$14K 1,784 – –
CWP
67
Concord Wealth Partners
Virginia
$13K 1,554 +1,554 New
Citigroup
68
Citigroup
New York
$12K 1,452 -10,000 -87%
TFS
69
TrustCore Financial Services
Tennessee
$10K 1,199 – –
MA
70
Montag & Associates
Georgia
$8K 935 +935 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$7K 814 – –
MIM
72
Macroview Investment Management
Maryland
$3K 400 – –
AWM
73
Avior Wealth Management
Nebraska
$2K 267 +267 New
Truist Financial
74
Truist Financial
North Carolina
– – -14,908 Closed
S
75
SignatureFD
Georgia
– – -4,450 Closed
1 2
3
4