PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

75 hedge funds and large institutions have $33.8M invested in Putnam Managed Municipal Income in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 14 closing their positions.

Holders
75
Holders Change
-11
Holders Change %
-12.79%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
20
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$1.65M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$561K
3
Invesco
3
Invesco
Georgia
$1.06M
4
DLG
4
Daniel L. Goodwin
$747K
5
CAN
5
Cetera Advisor Networks
California
$655K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.63M
2
PFT
2
Providence First Trust
Arizona
$0
3
Bank of America
3
Bank of America
North Carolina
$322K
4
KIG
4
Kennedy Investment Group
New Jersey
$2M
5
Cohen & Steers
5
Cohen & Steers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$3.92M 639,349 -9,105 -1%
Morgan Stanley
2
Morgan Stanley
New York
$3.9M 636,956 -30,694 -5%
Ameriprise
3
Ameriprise
Minnesota
$2.98M 485,959 -9,124 -2%
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$2.05M 334,883 -300 -0.1%
KIG
5
Kennedy Investment Group
New Jersey
$2M 325,843 -52,638 -14%
AAM
6
Advisors Asset Management
Colorado
$1.65M 269,604 +106,273 +65%
Wells Fargo
7
Wells Fargo
California
$1.63M 265,173 -89,358 -25%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.46M 238,246 +8,039 +3%
VanEck Associates
9
VanEck Associates
New York
$1.07M 174,769 -7,798 -4%
Invesco
10
Invesco
Georgia
$1.06M 173,404 +45,411 +35%
LPL Financial
11
LPL Financial
California
$1.05M 171,148 +14,532 +9%
AAS
12
Avantax Advisory Services
Texas
$860K 140,309 -19,484 -12%
DLG
13
Daniel L. Goodwin
$747K 121,912 +25,800 +27%
Osaic Holdings
14
Osaic Holdings
Arizona
$711K 116,002 +6,238 +6%
CAN
15
Cetera Advisor Networks
California
$655K 106,785 +24,205 +29%
CIA
16
Capital Investment Advisors
Georgia
$632K 103,159 – –
MWM
17
Melfa Wealth Management
Massachusetts
$598K 97,578 +7,226 +8%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$561K 91,653 +83,403 +1,011%
JPLA
19
Joseph P. Lucia & Associates
New York
$406K 66,301 -7,208 -10%
TFCP
20
Twin Focus Capital Partners
Massachusetts
$379K 61,893 – –
GCP
21
Gill Capital Partners
Colorado
$377K 61,451 – –
SBIA
22
Sheaff Brock Investment Advisors
Indiana
$330K 53,900 -11,232 -17%
Bank of America
23
Bank of America
North Carolina
$322K 52,480 -77,428 -60%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$318K 51,858 -1,377 -3%
BRWA
25
B. Riley Wealth Advisors
Florida
$317K 51,500 +240 +0.5%
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