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 %
AWM
76
Activest Wealth Management
Florida
$39.4K -$47.8K -8,000 -55%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$31.8K – – –
AWM
78
Avior Wealth Management
Nebraska
$24.7K +$17.4K +2,909 +236%
OWP
79
ORG Wealth Partners
Texas
$16.4K – – –
FFA
80
Farther Finance Advisors
California
$14.9K -$13.2K -2,210 -47%
GWM
81
Geneos Wealth Management
Colorado
$12.8K – – –
AF
82
Advisornet Financial
Minnesota
$12.7K – – –
CHC
83
City Holding Co
West Virginia
$11.9K – – –
CWP
84
Concord Wealth Partners
Virginia
$9.28K – – –
HNB
85
Hilltop National Bank
Wyoming
$8.48K – – –
AG
86
AmeriFlex Group
Nevada
$7.46K +$7.46K +1,200 New
CAL
87
Capital Analysts LLC
Pennsylvania
$6K – – –
MWM
88
Mascoma Wealth Management
New Hampshire
$4K – – –
FIA
89
FNY Investment Advisers
New York
$3K – – –
EC
90
Elequin Capital
New York
$2.07K +$2.07K +347 New
CA
91
CoreCap Advisors
Michigan
$597 – – –
BBPWM
92
Blue Bell Private Wealth Management
Pennsylvania
$119 +$119 +20 New
HNB
93
Huntington National Bank
Ohio
$6 -$7 – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$6 +$6 +1 New
IAIM
95
International Assets Investment Management
Florida
– -$9.44K -61,446 Closed
IWM
96
IHT Wealth Management
Illinois
– -$220K -33,748 Closed
ATWA
97
Arbor Trust Wealth Advisors
Michigan
– -$80.9K -13,000 Closed
PAG
98
Private Advisor Group
New Jersey
– -$82.3K -12,648 Closed
SA
99
Sanctuary Advisors
Indiana
– -$69.6K -11,300 Closed
ACA
100
Ackerman Capital Advisors
Texas
– -$69.8K -10,726 Closed
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4
5