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PMM

Franklin Managed Municipal Income Trust

72 hedge funds and large institutions have $51.4M invested in Franklin Managed Municipal Income Trust in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

14% more funds holding

Funds holding: 6372 (+9)

12% more capital invested

Capital invested by funds: $45.9M → $51.4M (+$5.5M)

1.61% more ownership

Funds ownership: 11.26%12.87% (+1.6%)

Holders
72
Holders Change
+9
Holders Change %
+14.29%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
23
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Robinson Capital Management
Michigan
$5.9M +$1.21M +161,235 +25%
Invesco
2
Invesco
Georgia
$4.58M +$764K +102,089 +20%
AAM
3
Advisors Asset Management
Colorado
$3.92M -$240K -32,097 -6%
GC
4
Guggenheim Capital
Illinois
$3.33M +$413K +55,158 +14%
Ameriprise
5
Ameriprise
Minnesota
$3.1M +$228K +30,398 +8%
Morgan Stanley
6
Morgan Stanley
New York
$2.65M -$158K -21,147 -6%
Cohen & Steers
7
Cohen & Steers
New York
$2.01M
PPA
8
Parametric Portfolio Associates
Washington
$1.96M -$9.56K -1,277 -0.5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.84M +$185K +24,687 +11%
RJA
10
Raymond James & Associates
Florida
$1.82M +$310K +41,393 +20%
UBS Group
11
UBS Group
Switzerland
$1.57M +$104K +13,864 +7%
LCM
12
Laurion Capital Management
New York
$1.49M +$1.51M +201,435 New
UCFA
13
United Capital Financial Advisors
Texas
$1.48M +$177K +23,630 +13%
VanEck Associates
14
VanEck Associates
New York
$1.21M +$168K +22,478 +16%
Bank of America
15
Bank of America
North Carolina
$1.13M +$74.6K +9,963 +7%
CIA
16
Capital Investment Advisors
Georgia
$955K
RJFSA
17
Raymond James Financial Services Advisors
Florida
$778K -$39.9K -5,337 -5%
DLG
18
Daniel L. Goodwin
$750K
Wells Fargo
19
Wells Fargo
California
$685K +$16.3K +2,180 +2%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$628K +$719 +96 +0.1%
SBIA
21
Sheaff Brock Investment Advisors
Indiana
$617K -$21K -2,800 -3%
XS
22
XML Securities
Maryland
$518K +$523K +69,939 New
AG
23
Advisor Group
Arizona
$506K +$276K +36,840 +117%
TFCP
24
Twin Focus Capital Partners
Massachusetts
$459K +$284K +37,900 +158%
ICA
25
Infrastructure Capital Advisors
New York
$445K

PMM Hedge Fund Activity: Q4 2017 in Review

72 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Franklin Managed Municipal Income Trust (PMM) for Q4 2017, worth a combined $51.4M — up 12% from $45.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PMM positions and 6 closed out — a net gain of 9 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.51M. The largest seller was National Planning Corporation, exiting entirely with an estimated $435K sold.

  • 72 institutional investors held Franklin Managed Municipal Income Trust (PMM) as of Q4 2017, up from 63 in Q3 2017.
  • Funds reported $51.4M of Franklin Managed Municipal Income Trust stock for Q4 2017, up 12% quarter-over-quarter.
  • 15 funds opened new Franklin Managed Municipal Income Trust positions in Q4 2017 and 6 closed out, a net change of +9 holders.
  • The largest Franklin Managed Municipal Income Trust buyer in Q4 2017 was Laurion Capital Management, an estimated $1.51M added.
  • The largest Franklin Managed Municipal Income Trust seller in Q4 2017 was National Planning Corporation, an estimated $435K sold.

Based on aggregated 13F filings for Q4 2017.