PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

93 hedge funds and large institutions have $47.1M invested in Putnam Managed Municipal Income in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$1.32M
2
AAM
2
Advisors Asset Management
Colorado
$4.76M
3
RCM
3
Rivernorth Capital Management
Florida
$785K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.31M
5
GC
5
Guggenheim Capital
Illinois
$4.25M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$1.89M
2
Ameriprise
2
Ameriprise
Minnesota
$1.55M
3
IWM
3
IHT Wealth Management
Illinois
$0
4
LCM
4
Landscape Capital Management
New Jersey
$82K
5
EAM
5
Everstar Asset Management
North Carolina
$272K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$135K +$3.58K +600 +3%
BRWA
52
B. Riley Wealth Advisors
Florida
$122K -$10.6K -1,774 -8%
FAG
53
Fortitude Advisory Group
Washington
$109K – – –
NWMP
54
Noble Wealth Management PBC
Colorado
$104K +$104K +17,350 New
XT
55
XTX Topco
Cayman Islands
$103K +$103K +17,220 New
FAIM
56
Financial Advocates Investment Management
Washington
$103K -$4.97K -833 -5%
Citadel Advisors
57
Citadel Advisors
Florida
$98.4K +$6.4K +1,072 +7%
UBG
58
United Bank (Georgia)
Georgia
$86K – – –
HWM
59
Hohimer Wealth Management
Washington
$85.9K – – –
WS
60
Wedbush Securities
California
$84K +$22.8K +3,800 +37%
Mariner
61
Mariner
Kansas
$83.8K +$54 +9 +0.1%
LCM
62
Landscape Capital Management
New Jersey
$82K -$200K -33,434 -71%
RIA
63
Regal Investment Advisors
Michigan
$81.2K – – –
PA
64
Procyon Advisors
Connecticut
$76.4K – – –
SWM
65
Spire Wealth Management
Virginia
$74.4K -$29.9K -5,000 -29%
KPWS
66
Kestra Private Wealth Services
Texas
$73.1K – – –
IWC
67
Integrated Wealth Concepts
Massachusetts
$71.7K – – –
GJWM
68
Gilliland Jeter Wealth Management
Arkansas
$71.7K +$525 +88 +0.7%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$71.6K -$5.97K -1,000 -8%
AWM
70
AE Wealth Management
Kansas
$70.1K – – –
PFT
71
Providence First Trust
Arizona
$68.3K – – –
HB
72
HTLF Bank
Colorado
$66.9K – – –
VF
73
Virtu Financial
New York
$66K +$66K +11,108 New
TH
74
TCTC Holdings
Texas
$59.8K – – –
US Bancorp
75
US Bancorp
Minnesota
$42.7K – – –
1 2
3
4 5