PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

75 hedge funds and large institutions have $33.8M invested in Putnam Managed Municipal Income in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
-11
Holders Change %
-12.79%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$1.65M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$561K
3
Invesco
3
Invesco
Georgia
$1.06M
4
DLG
4
Daniel L. Goodwin
$747K
5
CAN
5
Cetera Advisor Networks
California
$655K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.63M
2
PFT
2
Providence First Trust
Arizona
$0
3
Bank of America
3
Bank of America
North Carolina
$322K
4
KIG
4
Kennedy Investment Group
New Jersey
$2M
5
Cohen & Steers
5
Cohen & Steers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
51
Aveo Capital Partners
Colorado
$65.4K – – –
GVAG
52
Great Valley Advisor Group
Delaware
$64.5K – – –
FAM
53
Family Asset Management
South Carolina
$63.8K – – –
HighTower Advisors
54
HighTower Advisors
Illinois
$62K – – –
TH
55
TCTC Holdings
Texas
$61.4K – – –
Nomura Holdings
56
Nomura Holdings
Japan
$61.3K +$61.3K +10,000 New
M
57
MOTCO
Texas
$60.7K +$60.7K +9,900 New
RWM
58
Ruedi Wealth Management
Illinois
$43.9K – – –
US Bancorp
59
US Bancorp
Minnesota
$43.8K – – –
BEI
60
Benjamin Edwards Inc
Missouri
$33K – – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$32.6K – – –
TWM
62
Tradition Wealth Management
Minnesota
$25K – – –
IAIM
63
International Assets Investment Management
Florida
$24.2K +$24.2K +3,940 New
AAS
64
Ameritas Advisory Services
Nebraska
$17.8K +$17.8K +3,000 New
GWM
65
Geneos Wealth Management
Colorado
$13.1K +$13.1K +2,144 New
AF
66
Advisornet Financial
Minnesota
$13K – – –
CHC
67
City Holding Co
West Virginia
$12.3K – – –
HCM
68
Highlander Capital Management
New Jersey
$12K – – –
CWP
69
Concord Wealth Partners
Virginia
$9.53K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$9K +$125 +20 +1%
PFA
71
Pathway Financial Advisers
Indiana
$4.53K – – –
MWM
72
Mascoma Wealth Management
New Hampshire
$4.05K – – –
FIA
73
FNY Investment Advisers
New York
$3K – – –
MIM
74
Macroview Investment Management
Maryland
$2.45K – – –
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$333 +$15 +2,397 +5%
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3
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