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PMM

Franklin Managed Municipal Income Trust

78 hedge funds and large institutions have $42.2M invested in Franklin Managed Municipal Income Trust in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

11% more funds holding

Funds holding: 7078 (+8)

10% more capital invested

Capital invested by funds: $38.2M → $42.2M (+$3.95M)

0.43% more ownership

Funds ownership: 9.38%9.81% (+0.43%)

Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
15
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
$6M +$658K +77,231 +13%
RJA
2
Raymond James & Associates
Florida
$5.91M +$335K +39,290 +6%
Ameriprise
3
Ameriprise
Minnesota
$2.23M +$17.7K +2,074 +0.8%
Bank of America
4
Bank of America
North Carolina
$2.01M +$94.3K +11,078 +5%
JPLA
5
Joseph P. Lucia & Associates
New York
$1.98M +$355K +41,690 +23%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.68M +$67.8K +7,957 +4%
VanEck Associates
7
VanEck Associates
New York
$1.47M -$149K -17,525 -9%
BRWA
8
B. Riley Wealth Advisors
Florida
$1.32M +$35.1K +4,119 +3%
LPL Financial
9
LPL Financial
California
$1.17M +$13.9K +1,635 +1%
AAM
10
Advisors Asset Management
Colorado
$1.07M -$70.5K -8,276 -6%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.03M -$141K -16,580 -12%
CIA
12
Capital Investment Advisors
Georgia
$1.01M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$953K +$555K +65,181 +150%
SBIA
14
Sheaff Brock Investment Advisors
Indiana
$932K -$1.17K -137 -0.1%
Invesco
15
Invesco
Georgia
$831K -$13.2K -1,547 -2%
DLG
16
Daniel L. Goodwin
$781K
UBS Group
17
UBS Group
Switzerland
$753K -$8.03K -943 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$716K -$3.01K -353 -0.4%
PFT
19
Providence First Trust
Arizona
$712K -$21.3K -2,500 -3%
Wells Fargo
20
Wells Fargo
California
$661K +$18.1K +2,127 +3%
CAN
21
Cetera Advisor Networks
California
$625K +$86.9K +10,207 +17%
GCP
22
Gill Capital Partners
Colorado
$566K -$270K -31,668 -33%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$559K
WS
24
Wedbush Securities
California
$543K -$5.07K -595 -1%
TFCP
25
Twin Focus Capital Partners
Massachusetts
$543K

PMM Hedge Fund Activity: Q4 2021 in Review

78 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Franklin Managed Municipal Income Trust (PMM) for Q4 2021, worth a combined $42.2M — up 10% from $38.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PMM positions and 2 closed out — a net gain of 8 holders — while 24 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $658K. The largest seller was Segall Bryant & Hamill, exiting entirely with an estimated $284K sold.

  • 78 institutional investors held Franklin Managed Municipal Income Trust (PMM) as of Q4 2021, up from 70 in Q3 2021.
  • Funds reported $42.2M of Franklin Managed Municipal Income Trust stock for Q4 2021, up 10% quarter-over-quarter.
  • 10 funds opened new Franklin Managed Municipal Income Trust positions in Q4 2021 and 2 closed out, a net change of +8 holders.
  • The largest Franklin Managed Municipal Income Trust buyer in Q4 2021 was Morgan Stanley, an estimated $658K added.
  • The largest Franklin Managed Municipal Income Trust seller in Q4 2021 was Segall Bryant & Hamill, an estimated $284K sold.

Based on aggregated 13F filings for Q4 2021.