PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

71 hedge funds and large institutions have $34.5M invested in Putnam Managed Municipal Income in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-8
Holders Change %
-10.13%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$2.85M
2
AAS
2
Avantax Advisory Services
Texas
$1.08M
3
KMWM
3
Keudell/Morrison Wealth Management
Oregon
$1.02M
4
Wells Fargo
4
Wells Fargo
California
$2.65M
5
Ameriprise
5
Ameriprise
Minnesota
$2.87M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
AAM
2
Advisors Asset Management
Colorado
$0
3
Bank of America
3
Bank of America
North Carolina
$1.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.64M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
51
Dubuque Bank & Trust
Iowa
$74K – – –
HighTower Advisors
52
HighTower Advisors
Illinois
$73K – – –
ACP
53
Aveo Capital Partners
Colorado
$71K – – –
TH
54
TCTC Holdings
Texas
$66K – – –
US Bancorp
55
US Bancorp
Minnesota
$54K +$6.63K +1,000 +14%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$41K -$4.49K -670 -10%
APA
57
American Portfolios Advisors
New York
$40K – – –
BEI
58
Benjamin Edwards Inc
Missouri
$36K – – –
BWA
59
BDO Wealth Advisors
Florida
$23K – – –
COCM
60
Charter Oak Capital Management
New Hampshire
$17K – – –
AF
61
Advisornet Financial
Minnesota
$14K – – –
GWM
62
Geneos Wealth Management
Colorado
$14K – – –
CHC
63
City Holding Co
West Virginia
$13K – – –
CWP
64
Concord Wealth Partners
Virginia
$10K – – –
TFS
65
TrustCore Financial Services
Tennessee
$8K – – –
TFP
66
Tilia Fiduciary Partners
North Carolina
$8K – – –
MWM
67
Mascoma Wealth Management
New Hampshire
$4K +$4K +670 New
MIM
68
Macroview Investment Management
Maryland
$3K – – –
FIA
69
FNY Investment Advisers
New York
$3K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1K -$45.8K -9,517 -98%
CA
71
CoreCap Advisors
Michigan
$1K +$1K +100 New
RCM
72
Rivernorth Capital Management
Florida
– -$1.29M -182,040 Closed
AAM
73
Advisors Asset Management
Colorado
– -$844K -119,356 Closed
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
– -$427K -60,361 Closed
LSC
75
Logan Stone Capital
Illinois
– -$375K -53,005 Closed
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