PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

80 hedge funds and large institutions have $36.3M invested in Putnam Managed Municipal Income in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.54M
3
VanEck Associates
3
VanEck Associates
New York
$1.54M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$306K
5
LCM
5
Landscape Capital Management
New Jersey
$231K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.29M
2
AAS
2
Avantax Advisory Services
Texas
$632K
3
RJA
3
Raymond James & Associates
Florida
$3.7M
4
GSC
4
Grey Street Capital
Illinois
$0
5
AA
5
AlphaCentric Advisors
Puerto Rico
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
$82.9K 13,606 +13,606 New
QCIG
52
Quad-Cities Investment Group
Iowa
$78K 12,811 +250 +2%
PA
53
Procyon Advisors
Connecticut
$78K 12,803 – –
DAS
54
Dynamic Advisor Solutions
Arizona
$77K 12,636 – –
IWC
55
Integrated Wealth Concepts
Massachusetts
$73.2K 12,018 +12,018 New
AWM
56
AE Wealth Management
Kansas
$72.7K 11,935 -3,325 -22%
WS
57
Wedbush Securities
California
$72K 11,822 – –
SWIM
58
Smallwood Wealth Investment Management
New Jersey
$71.9K 11,806 – –
DBT
59
Dubuque Bank & Trust
Iowa
$68.2K 11,200 – –
ACP
60
Aveo Capital Partners
Colorado
$65K 10,665 – –
FAM
61
Family Asset Management
South Carolina
$63.3K 10,400 – –
TH
62
TCTC Holdings
Texas
$61K 10,020 – –
KAS
63
Kestra Advisory Services
Texas
$61K 10,020 +10,020 New
QL
64
Quarry LP
New York
$49.3K 8,100 +8,100 New
RWM
65
Ruedi Wealth Management
Illinois
$43.6K 7,164 – –
US Bancorp
66
US Bancorp
Minnesota
$43.5K 7,149 – –
FFA
67
Farther Finance Advisors
California
$37.9K 6,218 +6,218 New
BEI
68
Benjamin Edwards Inc
Missouri
$33K 5,400 – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$32.4K 5,322 – –
TWM
70
Tradition Wealth Management
Minnesota
$25K 4,111 – –
GWM
71
Geneos Wealth Management
Colorado
$13.1K 2,144 – –
AF
72
Advisornet Financial
Minnesota
$12.9K 2,124 +8 +0.4%
CHC
73
City Holding Co
West Virginia
$12.2K 2,000 – –
HCM
74
Highlander Capital Management
New Jersey
$12K 2,000 – –
CWP
75
Concord Wealth Partners
Virginia
$9.46K 1,554 – –
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3
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