PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

86 hedge funds and large institutions have $36.3M invested in Putnam Managed Municipal Income in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+14
Holders Change %
+19.44%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
15
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIG
1
Kennedy Investment Group
New Jersey
$2.38M
2
AAM
2
Advisors Asset Management
Colorado
$1.03M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.19M
4
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$2.1M
5
MWM
5
Melfa Wealth Management
Massachusetts
$567K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.45M
2
Bank of America
2
Bank of America
North Carolina
$816K
3
Wells Fargo
3
Wells Fargo
California
$2.23M
4
AAS
4
Avantax Advisory Services
Texas
$1M
5
RJA
5
Raymond James & Associates
Florida
$4.07M
Name Market Value Shares Shares
Change 		Shares
Change %
QCIG
51
Quad-Cities Investment Group
Iowa
$77.8K 12,381 -4,207 -25%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$75.5K 12,018 – –
FAG
53
Fortitude Advisory Group
Washington
$74.6K 11,873 +11,873 New
SWIM
54
Smallwood Wealth Investment Management
New Jersey
$74.1K 11,806 – –
WS
55
Wedbush Securities
California
$74K 11,822 – –
DBT
56
Dubuque Bank & Trust
Iowa
$70K 11,200 – –
Jane Street
57
Jane Street
New York
$67.9K 10,808 +10,808 New
ACP
58
Aveo Capital Partners
Colorado
$67K 10,665 – –
GVAG
59
Great Valley Advisor Group
Delaware
$66.1K 10,523 +10,523 New
FAM
60
Family Asset Management
South Carolina
$65.3K 10,400 +10,400 New
HighTower Advisors
61
HighTower Advisors
Illinois
$64K 10,188 +10,188 New
TH
62
TCTC Holdings
Texas
$62.9K 10,020 – –
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$51K 8,250 -15,000 -65%
RWM
64
Ruedi Wealth Management
Illinois
$45K 7,164 +7,164 New
US Bancorp
65
US Bancorp
Minnesota
$44.9K 7,149 – –
BEI
66
Benjamin Edwards Inc
Missouri
$34K 5,400 – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$33.4K 5,322 – –
TWM
68
Tradition Wealth Management
Minnesota
$26K 4,111 +4,111 New
AF
69
Advisornet Financial
Minnesota
$13.3K 2,116 – –
HCM
70
Highlander Capital Management
New Jersey
$13K 2,000 – –
CHC
71
City Holding Co
West Virginia
$12.6K 2,000 – –
RBC
72
Romano Brothers & Co
Illinois
$9.78K 1,557 +1,557 New
CWP
73
Concord Wealth Partners
Virginia
$9.76K 1,554 +1,554 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$9K 1,423 +756 +113%
GWS
75
Glassman Wealth Services
Virginia
$8.87K 1,413 +1,413 New
1 2
3
4