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PMM

Franklin Managed Municipal Income Trust

73 hedge funds and large institutions have $30.3M invested in Franklin Managed Municipal Income Trust in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1% more funds holding

Funds holding: 7273 (+1)

0.26% more ownership

Funds ownership: 10.67%10.93% (+0.26%)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

13% less capital invested

Capital invested by funds: $34.8M → $30.3M (-$4.47M)

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
19
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
51
Wealthcare Advisory Partners
Pennsylvania
$68K
WS
52
Wedbush Securities
California
$67K -$14.9K -2,241 -16%
SWIM
53
Smallwood Wealth Investment Management
New Jersey
$67K
DBT
54
Dubuque Bank & Trust
Iowa
$63K
ACP
55
Aveo Capital Partners
Colorado
$60K
LCM
56
Landscape Capital Management
New Jersey
$60K +$71.3K +10,683 New
BCA
57
Bay Colony Advisors
Massachusetts
$58K -$129K -19,361 -65%
TH
58
TCTC Holdings
Texas
$57K
US Bancorp
59
US Bancorp
Minnesota
$40K -$6.67K -1,000 -12%
APA
60
American Portfolios Advisors
New York
$34.1K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$30K -$5.35K -802 -13%
BEI
62
Benjamin Edwards Inc
Missouri
$30K
AA
63
AlphaCentric Advisors
Puerto Rico
$25K +$30K +4,500 New
BWA
64
BDO Wealth Advisors
Florida
$20K
AF
65
Advisornet Financial
Minnesota
$12K
CHC
66
City Holding Co
West Virginia
$11K
HCM
67
Highlander Capital Management
New Jersey
$11K +$13.3K +2,000 New
TFS
68
TrustCore Financial Services
Tennessee
$7K
MWM
69
Mascoma Wealth Management
New Hampshire
$4K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.06K +459 +221%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$4K +$4.34K +650 New
FIA
72
FNY Investment Advisers
New York
$3K
MIM
73
Macroview Investment Management
Maryland
$2K
Truist Financial
74
Truist Financial
North Carolina
-$116K -17,458 Closed
HighTower Advisors
75
HighTower Advisors
Illinois
-$73K -10,965 Closed

PMM Hedge Fund Activity: Q3 2022 in Review

73 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Franklin Managed Municipal Income Trust (PMM) for Q3 2022, worth a combined $30.3M — down 13% from $34.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PMM positions and 7 closed out — a net gain of 1 holder — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $807K. The largest seller was Invesco, cutting an estimated $512K.

  • 73 institutional investors held Franklin Managed Municipal Income Trust (PMM) as of Q3 2022, up from 72 in Q2 2022.
  • Funds reported $30.3M of Franklin Managed Municipal Income Trust stock for Q3 2022, down 13% quarter-over-quarter.
  • 8 funds opened new Franklin Managed Municipal Income Trust positions in Q3 2022 and 7 closed out, a net change of +1 holder.
  • The largest Franklin Managed Municipal Income Trust buyer in Q3 2022 was Raymond James Financial Services Advisors, an estimated $807K added.
  • The largest Franklin Managed Municipal Income Trust seller in Q3 2022 was Invesco, an estimated $512K sold.

Based on aggregated 13F filings for Q3 2022.