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PMM

Franklin Managed Municipal Income Trust

70 hedge funds and large institutions have $38.2M invested in Franklin Managed Municipal Income Trust in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 8

0.35% more ownership

Funds ownership: 9.03%9.38% (+0.35%)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less capital invested

Capital invested by funds: $38.9M → $38.2M (-$685K)

1% less funds holding

Funds holding: 7170 (-1)

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$5.29M +$269K +31,290 +5%
Morgan Stanley
2
Morgan Stanley
New York
$5.06M +$47.8K +5,555 +0.9%
Ameriprise
3
Ameriprise
Minnesota
$2.1M +$42.1K +4,890 +2%
Bank of America
4
Bank of America
North Carolina
$1.82M -$35.4K -4,116 -2%
VanEck Associates
5
VanEck Associates
New York
$1.54M +$58.7K +6,818 +4%
JPLA
6
Joseph P. Lucia & Associates
New York
$1.53M +$230K +26,730 +17%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.53M +$97.4K +11,320 +7%
BRWA
8
B. Riley Wealth Advisors
Florida
$1.22M +$54.6K +6,351 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.12M -$2.85K -331 -0.2%
LPL Financial
10
LPL Financial
California
$1.09M +$16K +1,865 +1%
AAM
11
Advisors Asset Management
Colorado
$1.09M -$5.36K -623 -0.5%
CIA
12
Capital Investment Advisors
Georgia
$960K
SBIA
13
Sheaff Brock Investment Advisors
Indiana
$888K +$886 +103 +0.1%
Invesco
14
Invesco
Georgia
$803K +$43.7K +5,081 +6%
GCP
15
Gill Capital Partners
Colorado
$802K
DLG
16
Daniel L. Goodwin
$743K
UBS Group
17
UBS Group
Switzerland
$723K +$110K +12,730 +17%
PFT
18
Providence First Trust
Arizona
$698K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$684K -$37.3K -4,331 -5%
Wells Fargo
20
Wells Fargo
California
$611K +$144K +16,710 +30%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$532K
WS
22
Wedbush Securities
California
$522K -$158K -18,400 -23%
TFCP
23
Twin Focus Capital Partners
Massachusetts
$516K
CAN
24
Cetera Advisor Networks
California
$509K +$47.5K +5,522 +10%
UCFA
25
United Capital Financial Advisors
Texas
$474K +$9.46K +1,100 +2%

PMM Hedge Fund Activity: Q3 2021 in Review

70 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Franklin Managed Municipal Income Trust (PMM) for Q3 2021, worth a combined $38.2M — down 1.8% from $38.9M a quarter earlier.

Fund positioning in PMM was balanced in Q3 2021: 5 funds opened new positions, 5 closed out, 23 added to existing stakes and 8 trimmed.

The largest buyer was AlphaCentric Advisors, opening a new position worth an estimated $301K. The largest seller was Ramiah Investment Group, exiting entirely with an estimated $224K sold.

  • 70 institutional investors held Franklin Managed Municipal Income Trust (PMM) as of Q3 2021, down from 71 in Q2 2021.
  • Funds reported $38.2M of Franklin Managed Municipal Income Trust stock for Q3 2021, down 1.8% quarter-over-quarter.
  • 5 funds opened new Franklin Managed Municipal Income Trust positions in Q3 2021 and 5 closed out, a net change of 0 holders.
  • The largest Franklin Managed Municipal Income Trust buyer in Q3 2021 was AlphaCentric Advisors, an estimated $301K added.
  • The largest Franklin Managed Municipal Income Trust seller in Q3 2021 was Ramiah Investment Group, an estimated $224K sold.

Based on aggregated 13F filings for Q3 2021.