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PMM

Franklin Managed Municipal Income Trust

69 hedge funds and large institutions have $34.4M invested in Franklin Managed Municipal Income Trust in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

8% more funds holding

Funds holding: 6469 (+5)

4% more capital invested

Capital invested by funds: $33.2M → $34.4M (+$1.17M)

0.07% less ownership

Funds ownership: 9.19%9.12% (-0.07%)

Holders
69
Holders Change
+5
Holders Change %
+7.81%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
21
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.29M +$40.5K +5,223 +0.9%
RJA
2
Raymond James & Associates
Florida
$3.87M +$323K +41,647 +9%
UBS Group
3
UBS Group
Switzerland
$2.21M +$6.93K +893 +0.3%
Invesco
4
Invesco
Georgia
$1.85M -$994K -128,209 -35%
Ameriprise
5
Ameriprise
Minnesota
$1.77M +$171K +21,981 +10%
Bank of America
6
Bank of America
North Carolina
$1.36M -$86.1K -11,101 -6%
VanEck Associates
7
VanEck Associates
New York
$1.24M -$55.3K -7,127 -4%
LPL Financial
8
LPL Financial
California
$1.12M +$42.2K +5,442 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.03M +$27.6K +3,561 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$999K -$220K -28,404 -18%
CIA
11
Capital Investment Advisors
Georgia
$888K -$11.2K -1,450 -1%
AAM
12
Advisors Asset Management
Colorado
$874K +$676K +87,094 +322%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$868K +$13.9K +1,790 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$834K +$5.43K +700 +0.6%
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$819K +$853 +110 +0.1%
GCP
16
Gill Capital Partners
Colorado
$800K -$23.1K -2,973 -3%
BRWA
17
B. Riley Wealth Advisors
Florida
$794K -$24.6K -3,166 -3%
JPLA
18
Joseph P. Lucia & Associates
New York
$706K -$57.2K -7,380 -7%
DLG
19
Daniel L. Goodwin
$683K
WS
20
Wedbush Securities
California
$620K -$7.76K -1,000 -1%
PFT
21
Providence First Trust
Arizona
$562K +$318K +41,000 +127%
UCFA
22
United Capital Financial Advisors
Texas
$483K
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$481K +$251K +32,410 +107%
TFCP
24
Twin Focus Capital Partners
Massachusetts
$474K
Wells Fargo
25
Wells Fargo
California
$434K -$5.22K -673 -1%

PMM Hedge Fund Activity: Q3 2020 in Review

69 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Franklin Managed Municipal Income Trust (PMM) for Q3 2020, worth a combined $34.4M — up 3.5% from $33.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PMM positions and 2 closed out — a net gain of 5 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $676K. The largest seller was Invesco, cutting an estimated $994K.

  • 69 institutional investors held Franklin Managed Municipal Income Trust (PMM) as of Q3 2020, up from 64 in Q2 2020.
  • Funds reported $34.4M of Franklin Managed Municipal Income Trust stock for Q3 2020, up 3.5% quarter-over-quarter.
  • 7 funds opened new Franklin Managed Municipal Income Trust positions in Q3 2020 and 2 closed out, a net change of +5 holders.
  • The largest Franklin Managed Municipal Income Trust buyer in Q3 2020 was Advisors Asset Management, an estimated $676K added.
  • The largest Franklin Managed Municipal Income Trust seller in Q3 2020 was Invesco, an estimated $994K sold.

Based on aggregated 13F filings for Q3 2020.