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PMM

Franklin Managed Municipal Income Trust

80 hedge funds and large institutions have $36.7M invested in Franklin Managed Municipal Income Trust in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

3% more funds holding

Funds holding: 7880 (+2)

0.79% more ownership

Funds ownership: 9.81%10.6% (+0.79%)

13% less capital invested

Capital invested by funds: $42.2M → $36.7M (-$5.46M)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$5.1M +$358K +47,760 +7%
Morgan Stanley
2
Morgan Stanley
New York
$4.69M -$160K -21,267 -3%
Bank of America
3
Bank of America
North Carolina
$2.22M +$633K +84,327 +37%
Ameriprise
4
Ameriprise
Minnesota
$2.03M +$254K +33,832 +13%
Wells Fargo
5
Wells Fargo
California
$1.78M +$1.33M +176,835 +235%
VanEck Associates
6
VanEck Associates
New York
$1.48M +$316K +42,085 +25%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.38M +$27.2K +3,621 +2%
RCM
8
Rivernorth Capital Management
Florida
$1.29M +$1.37M +182,040 New
Osaic Holdings
9
Osaic Holdings
Arizona
$883K +$53.1K +7,072 +6%
BRWA
10
B. Riley Wealth Advisors
Florida
$871K -$201K -26,804 -18%
LPL Financial
11
LPL Financial
California
$845K -$101K -13,485 -10%
AAM
12
Advisors Asset Management
Colorado
$844K -$24.2K -3,227 -3%
CIA
13
Capital Investment Advisors
Georgia
$794K -$21.1K -2,815 -2%
JPLA
14
Joseph P. Lucia & Associates
New York
$773K -$870K -115,928 -51%
SBIA
15
Sheaff Brock Investment Advisors
Indiana
$685K -$71K -9,465 -9%
Invesco
16
Invesco
Georgia
$665K -$5.46K -727 -0.8%
DLG
17
Daniel L. Goodwin
$637K +$7.5K +1,000 +1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$617K +$42.6K +5,683 +7%
PFT
19
Providence First Trust
Arizona
$574K
UBS Group
20
UBS Group
Switzerland
$561K -$48.4K -6,447 -8%
CAN
21
Cetera Advisor Networks
California
$462K -$43.7K -5,819 -8%
GCP
22
Gill Capital Partners
Colorado
$456K
TFCP
23
Twin Focus Capital Partners
Massachusetts
$438K
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$427K -$25.5K -3,400 -5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$381K -$411K -54,789 -50%

PMM Hedge Fund Activity: Q1 2022 in Review

80 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin Managed Municipal Income Trust (PMM) for Q1 2022, worth a combined $36.7M — down 13% from $42.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PMM positions and 8 closed out — a net gain of 3 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $1.37M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $870K.

  • 80 institutional investors held Franklin Managed Municipal Income Trust (PMM) as of Q1 2022, up from 78 in Q4 2021.
  • Funds reported $36.7M of Franklin Managed Municipal Income Trust stock for Q1 2022, down 13% quarter-over-quarter.
  • 11 funds opened new Franklin Managed Municipal Income Trust positions in Q1 2022 and 8 closed out, a net change of +3 holders.
  • The largest Franklin Managed Municipal Income Trust buyer in Q1 2022 was Rivernorth Capital Management, an estimated $1.37M added.
  • The largest Franklin Managed Municipal Income Trust seller in Q1 2022 was Joseph P. Lucia & Associates, an estimated $870K sold.

Based on aggregated 13F filings for Q1 2022.