PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

86 hedge funds and large institutions have $36.3M invested in Putnam Managed Municipal Income in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+14
Holders Change %
+19.44%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
15
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIG
1
Kennedy Investment Group
New Jersey
$2.38M
2
AAM
2
Advisors Asset Management
Colorado
$1.03M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.19M
4
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$2.1M
5
MWM
5
Melfa Wealth Management
Massachusetts
$567K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.45M
2
Bank of America
2
Bank of America
North Carolina
$816K
3
Wells Fargo
3
Wells Fargo
California
$2.23M
4
AAS
4
Avantax Advisory Services
Texas
$1M
5
RJA
5
Raymond James & Associates
Florida
$4.07M
Name Market Value Shares Shares
Change 		Shares
Change %
MCC
76
Money Concepts Capital
Florida
$7.85K 1,250 +1,250 New
TFS
77
TrustCore Financial Services
Tennessee
$7.53K 1,199 – –
PFA
78
Pathway Financial Advisers
Indiana
$4.64K 739 +739 New
MWM
79
Mascoma Wealth Management
New Hampshire
$4.21K 670 – –
FIA
80
FNY Investment Advisers
New York
$3K 600 – –
USCWA
81
U.S. Capital Wealth Advisors
Texas
$3K 477 +477 New
GRP
82
Global Retirement Partners
California
$2.52K 401 +401 New
MIM
83
Macroview Investment Management
Maryland
$2.51K 400 – –
CA
84
CoreCap Advisors
Michigan
$628 100 +100 New
PAG
85
Private Advisor Group
New Jersey
$102 16,201 +601 +4%
HNB
86
Huntington National Bank
Ohio
– – – –
Fidelity Investments
87
Fidelity Investments
Massachusetts
$6 1 +1 New
RWM
88
Ritholtz Wealth Management
New York
– – -24,617 Closed
KAS
89
Kestra Advisory Services
Texas
– – -22,084 Closed
Mariner
90
Mariner
Kansas
– – -17,667 Closed
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
– – -13,485 Closed
LCM
92
Landscape Capital Management
New Jersey
– – -10,683 Closed
BCA
93
Bay Colony Advisors
Massachusetts
– – -10,290 Closed
BWA
94
BDO Wealth Advisors
Florida
– – -3,500 Closed
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
– – -650 Closed
CFGS
96
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4