We are live on ! Find out more
PMM

Franklin Managed Municipal Income Trust

66 hedge funds and large institutions have $29.8M invested in Franklin Managed Municipal Income Trust in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

12% more funds holding

Funds holding: 5966 (+7)

9% more capital invested

Capital invested by funds: $27.3M → $29.8M (+$2.56M)

0.91% more ownership

Funds ownership: 6.95%7.85% (+0.91%)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
18
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.32M +$1.16M +173,924 +28%
Invesco
2
Invesco
Georgia
$2.69M -$1.77M -265,749 -40%
AAM
3
Advisors Asset Management
Colorado
$2.01M +$1.11M +166,186 +122%
Wells Fargo
4
Wells Fargo
California
$1.41M -$13.3K -1,994 -0.9%
GC
5
Guggenheim Capital
Illinois
$1.15M -$270K -40,638 -19%
MIG
6
Mariner Investment Group
New York
$1.08M +$1.09M +163,200 New
PPA
7
Parametric Portfolio Associates
Washington
$1.07M +$398K +59,747 +59%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$995K +$40.2K +6,048 +4%
CIA
9
Capital Investment Advisors
Georgia
$951K +$954K +143,289 New
GEM
10
Global Endowment Management
North Carolina
$850K +$494K +74,300 +138%
TC
11
TFS Capital
Pennsylvania
$828K +$830K +124,697 New
DLG
12
Daniel L. Goodwin
$804K +$13.3K +2,000 +2%
GF
13
Gerstein Fisher
New York
$706K +$708K +106,336 New
ACM
14
Akanthos Capital Management
California
$664K
Bank of America
15
Bank of America
North Carolina
$579K -$115K -17,340 -17%
LPL Financial
16
LPL Financial
California
$576K -$21.6K -3,242 -4%
U
17
UBS
Switzerland
$553K +$235K +35,242 +73%
PRCM
18
Pine River Capital Management
Minnesota
$521K
KIM
19
Karpus Investment Management
New York
$517K +$252K +37,800 +95%
TCM
20
Tradewinds Capital Management
Washington
$492K +$493K +74,076 New
AQR Capital Management
21
AQR Capital Management
Connecticut
$485K +$210K +31,630 +76%
Barclays
22
Barclays
United Kingdom
$353K +$210K +31,504 +115%
BRWA
23
B. Riley Wealth Advisors
Florida
$343K +$5.38K +809 +2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$307K +$23.3K +3,500 +8%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$306K +$306K +46,000 New

PMM Hedge Fund Activity: Q4 2013 in Review

66 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Franklin Managed Municipal Income Trust (PMM) for Q4 2013, worth a combined $29.8M — up 9.4% from $27.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PMM positions and 9 closed out — a net gain of 7 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.16M. The largest seller was Fir Tree Capital Management, exiting entirely with an estimated $2.16M sold.

  • 66 institutional investors held Franklin Managed Municipal Income Trust (PMM) as of Q4 2013, up from 59 in Q3 2013.
  • Funds reported $29.8M of Franklin Managed Municipal Income Trust stock for Q4 2013, up 9.4% quarter-over-quarter.
  • 16 funds opened new Franklin Managed Municipal Income Trust positions in Q4 2013 and 9 closed out, a net change of +7 holders.
  • The largest Franklin Managed Municipal Income Trust buyer in Q4 2013 was Morgan Stanley, an estimated $1.16M added.
  • The largest Franklin Managed Municipal Income Trust seller in Q4 2013 was Fir Tree Capital Management, an estimated $2.16M sold.

Based on aggregated 13F filings for Q4 2013.