PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

94 hedge funds and large institutions have $38.5M invested in Putnam Managed Municipal Income in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
15
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$3.21M
2
BA
2
Bridgewater Advisors
New York
$456K
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$322K
4
WAM
4
Wolverine Asset Management
Illinois
$294K
5
WCM
5
WealthBridge Capital Management
Ohio
$250K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.5M
2
SIA
2
Sit Investment Associates
Minnesota
$74K
3
Invesco
3
Invesco
Georgia
$578K
4
ARC
4
Advisor Resource Council
Texas
$0
5
VanEck Associates
5
VanEck Associates
New York
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$108K – – –
SWM
52
Spire Wealth Management
Virginia
$105K – – –
VF
53
Virtu Financial
New York
$91K +$91K +15,180 New
CICC
54
Capital Investment Counsel (Colorado)
Colorado
$89.9K – – –
UBG
55
United Bank (Georgia)
Georgia
$86.3K – – –
HWM
56
Hohimer Wealth Management
Washington
$86.2K – – –
CCFM
57
Clear Creek Financial Management
Washington
$86K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$85.5K +$78 +13 +0.1%
RIA
59
Regal Investment Advisors
Michigan
$81.5K – – –
RJT
60
Raymond James Trust
Florida
$80.1K – – –
KPWS
61
Kestra Private Wealth Services
Texas
$79.4K +$72 +12 +0.1%
PA
62
Procyon Advisors
Connecticut
$76.7K – – –
NA
63
NewEdge Advisors
Louisiana
$75.6K +$5.39K +900 +8%
PAG
64
Private Advisor Group
New Jersey
$74.7K -$4.64K -774 -6%
SIA
65
Sit Investment Associates
Minnesota
$74K -$1.37M -228,931 -95%
IWC
66
Integrated Wealth Concepts
Massachusetts
$72K – – –
AWM
67
AE Wealth Management
Kansas
$71.5K – – –
GJWM
68
Gilliland Jeter Wealth Management
Arkansas
$70.3K +$527 +88 +0.8%
HB
69
HTLF Bank
Colorado
$67.1K – – –
QCIG
70
Quad-Cities Investment Group
Iowa
$64.4K -$491 -82 -0.8%
WS
71
Wedbush Securities
California
$64K – – –
FAM
72
Family Asset Management
South Carolina
$62.3K – – –
UCFA
73
United Capital Financial Advisors
Texas
$61.6K -$15.7K -2,616 -20%
TH
74
TCTC Holdings
Texas
$60K – – –
RWM
75
Ruedi Wealth Management
Illinois
$42.9K – – –
1 2
3
4 5