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PMM

Franklin Managed Municipal Income Trust

67 hedge funds and large institutions have $35.1M invested in Franklin Managed Municipal Income Trust in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

12% more capital invested

Capital invested by funds: $31.3M → $35.1M (+$3.75M)

10% more funds holding

Funds holding: 6167 (+6)

0.94% more ownership

Funds ownership: 7.75%8.68% (+0.94%)

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.64M +$521K +74,073 +9%
PPA
2
Parametric Portfolio Associates
Washington
$4.58M +$818K +116,362 +22%
AAM
3
Advisors Asset Management
Colorado
$4.11M +$547K +77,885 +15%
MIM
4
Macroview Investment Management
Maryland
$1.78M -$12.7K -1,800 -0.7%
Wells Fargo
5
Wells Fargo
California
$1.37M +$101K +14,430 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1M -$33.9K -4,818 -3%
CIA
7
Capital Investment Advisors
Georgia
$994K -$7.03K -1,000 -0.7%
GC
8
Guggenheim Capital
Illinois
$967K -$64.8K -9,220 -6%
LPL Financial
9
LPL Financial
California
$912K +$6.67K +949 +0.7%
Invesco
10
Invesco
Georgia
$908K -$105K -14,984 -10%
AQR Capital Management
11
AQR Capital Management
Connecticut
$867K +$347K +49,308 +67%
DLG
12
Daniel L. Goodwin
$858K +$851K +121,112 New
ACM
13
Akanthos Capital Management
California
$708K
Bank of America
14
Bank of America
North Carolina
$629K -$1.1K -156 -0.2%
WAM
15
Wolverine Asset Management
Illinois
$593K +$589K +83,844 New
GEM
16
Global Endowment Management
North Carolina
$566K -$337K -48,000 -38%
TCM
17
Tradewinds Capital Management
Washington
$525K
U
18
UBS
Switzerland
$514K -$36.5K -5,197 -7%
FAAS
19
First Allied Advisory Services
California
$437K +$10.7K +1,522 +3%
VanEck Associates
20
VanEck Associates
New York
$426K +$51.7K +7,357 +14%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$389K +$24.7K +3,515 +7%
BRWA
22
B. Riley Wealth Advisors
Florida
$360K -$367K -52,184 -51%
COLIM
23
City of London Investment Management
United Kingdom
$353K
RJA
24
Raymond James & Associates
Florida
$337K +$334K +47,529 New
Ameriprise
25
Ameriprise
Minnesota
$309K +$59.5K +8,460 +24%

PMM Hedge Fund Activity: Q3 2014 in Review

67 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Franklin Managed Municipal Income Trust (PMM) for Q3 2014, worth a combined $35.1M — up 12% from $31.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PMM positions and 4 closed out — a net gain of 8 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Daniel L. Goodwin, opening a new position worth an estimated $851K. The largest seller was B. Riley Wealth Advisors, cutting an estimated $367K.

  • 67 institutional investors held Franklin Managed Municipal Income Trust (PMM) as of Q3 2014, up from 61 in Q2 2014.
  • Funds reported $35.1M of Franklin Managed Municipal Income Trust stock for Q3 2014, up 12% quarter-over-quarter.
  • 12 funds opened new Franklin Managed Municipal Income Trust positions in Q3 2014 and 4 closed out, a net change of +8 holders.
  • The largest Franklin Managed Municipal Income Trust buyer in Q3 2014 was Daniel L. Goodwin, an estimated $851K added.
  • The largest Franklin Managed Municipal Income Trust seller in Q3 2014 was B. Riley Wealth Advisors, an estimated $367K sold.

Based on aggregated 13F filings for Q3 2014.