PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

79 hedge funds and large institutions have $52M invested in Putnam Managed Municipal Income in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-14
Holders Change %
-15.05%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
19
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$3.16M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$1.59M
3
Wells Fargo
3
Wells Fargo
California
$5.67M
4
GC
4
Guggenheim Capital
Illinois
$5.55M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.43M

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
VanEck Associates
3
VanEck Associates
New York
$1.65M
4
Nomura Holdings
4
Nomura Holdings
Japan
$0
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBG
51
United Bank (Georgia)
Georgia
$88.3K – – –
HWM
52
Hohimer Wealth Management
Washington
$88.2K – – –
Mariner
53
Mariner
Kansas
$86K +$6 +1 +0%
RIA
54
Regal Investment Advisors
Michigan
$83.4K – – –
PA
55
Procyon Advisors
Connecticut
$78.5K – – –
SWM
56
Spire Wealth Management
Virginia
$76.4K – – –
WS
57
Wedbush Securities
California
$76K -$9.77K -1,595 -11%
KPWS
58
Kestra Private Wealth Services
Texas
$75.1K – – –
JWCA
59
J.W. Cole Advisors
Florida
$75K +$75K +12,238 New
GJWM
60
Gilliland Jeter Wealth Management
Arkansas
$74.4K +$760 +124 +1%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$73.6K – – –
AWM
62
AE Wealth Management
Kansas
$71.9K – – –
HF
63
HRT Financial
New York
$65K +$65K +10,677 New
AGA
64
Arkos Global Advisors
Texas
$62K -$136K -22,045 -69%
TH
65
TCTC Holdings
Texas
$61.4K – – –
SWIM
66
Smallwood Wealth Investment Management
New Jersey
$55.2K +$55.2K +9,000 New
US Bancorp
67
US Bancorp
Minnesota
$43.8K – – –
AWM
68
Activest Wealth Management
Florida
$40.5K – – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$32.6K – – –
GWM
70
Geneos Wealth Management
Colorado
$26.3K +$13.1K +2,144 +100%
OWP
71
ORG Wealth Partners
Texas
$17K – – –
AF
72
Advisornet Financial
Minnesota
$13K – – –
CHC
73
City Holding Co
West Virginia
$12.3K – – –
CWP
74
Concord Wealth Partners
Virginia
$9.53K – – –
AG
75
AmeriFlex Group
Nevada
$7.36K – – –
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3
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