PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

72 hedge funds and large institutions have $30M invested in Putnam Managed Municipal Income in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$3.11M
2
KMWM
2
Keudell/Morrison Wealth Management
Oregon
$1.37M
3
AAS
3
Avantax Advisory Services
Texas
$1.11M
4
RWM
4
Ritholtz Wealth Management
New York
$139K
5
KAS
5
Kestra Advisory Services
Texas
$125K

Top Sellers

1
Invesco
1
Invesco
Georgia
$422K
2
Cohen & Steers
2
Cohen & Steers
New York
$347K
3
Truist Financial
3
Truist Financial
North Carolina
$0
4
BCA
4
Bay Colony Advisors
Massachusetts
$58K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$119K
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
51
Wedbush Securities
California
$67K -$12.7K -2,241 -16%
SWIM
52
Smallwood Wealth Investment Management
New Jersey
$67K – – –
DBT
53
Dubuque Bank & Trust
Iowa
$63K – – –
ACP
54
Aveo Capital Partners
Colorado
$60K – – –
LCM
55
Landscape Capital Management
New Jersey
$60K +$60K +10,683 New
BCA
56
Bay Colony Advisors
Massachusetts
$58K -$109K -19,361 -65%
TH
57
TCTC Holdings
Texas
$57K – – –
US Bancorp
58
US Bancorp
Minnesota
$40K -$5.6K -1,000 -12%
APA
59
American Portfolios Advisors
New York
$34.1K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$30K -$4.52K -802 -13%
BEI
61
Benjamin Edwards Inc
Missouri
$30K – – –
AA
62
AlphaCentric Advisors
Puerto Rico
$25K +$25K +4,500 New
BWA
63
BDO Wealth Advisors
Florida
$20K – – –
AF
64
Advisornet Financial
Minnesota
$12K – – –
CHC
65
City Holding Co
West Virginia
$11K – – –
HCM
66
Highlander Capital Management
New Jersey
$11K +$11K +2,000 New
TFS
67
TrustCore Financial Services
Tennessee
$7K – – –
MWM
68
Mascoma Wealth Management
New Hampshire
$4K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.75K +459 +221%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$4K +$4K +650 New
FIA
71
FNY Investment Advisers
New York
$3K – – –
MIM
72
Macroview Investment Management
Maryland
$2K – – –
Truist Financial
73
Truist Financial
North Carolina
– -$116K -17,458 Closed
HighTower Advisors
74
HighTower Advisors
Illinois
– -$73K -10,965 Closed
COCM
75
Charter Oak Capital Management
New Hampshire
– -$17K -2,500 Closed
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3
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