PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

80 hedge funds and large institutions have $36.3M invested in Putnam Managed Municipal Income in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
+5
Holders Change %
+6.67%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
21
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.18M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.54M
3
VanEck Associates
3
VanEck Associates
New York
$1.54M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$306K
5
LCM
5
Landscape Capital Management
New Jersey
$231K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.29M
2
AAS
2
Avantax Advisory Services
Texas
$632K
3
RJA
3
Raymond James & Associates
Florida
$3.7M
4
GSC
4
Grey Street Capital
Illinois
$0
5
AA
5
AlphaCentric Advisors
Puerto Rico
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.54M 745,886 +108,930 +17%
RJA
2
Raymond James & Associates
Florida
$3.7M 607,084 -32,265 -5%
Ameriprise
3
Ameriprise
Minnesota
$3.06M 503,939 +17,980 +4%
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$1.95M 320,483 -14,400 -4%
KIG
5
Kennedy Investment Group
New Jersey
$1.94M 319,288 -6,555 -2%
AAM
6
Advisors Asset Management
Colorado
$1.64M 269,355 -249 -0.1%
VanEck Associates
7
VanEck Associates
New York
$1.54M 252,517 +77,748 +44%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.43M 235,110 -3,136 -1%
Wells Fargo
9
Wells Fargo
California
$1.29M 212,257 -52,916 -20%
UBS Group
10
UBS Group
Switzerland
$1.18M 193,360 +157,221 +435%
Invesco
11
Invesco
Georgia
$1.01M 165,653 -7,751 -4%
LPL Financial
12
LPL Financial
California
$990K 162,585 -8,563 -5%
DLG
13
Daniel L. Goodwin
$767K 125,912 +4,000 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$732K 120,159 +4,157 +4%
CAN
15
Cetera Advisor Networks
California
$650K 106,785 – –
AAS
16
Avantax Advisory Services
Texas
$632K 103,833 -36,476 -26%
CIA
17
Capital Investment Advisors
Georgia
$624K 102,493 -666 -0.6%
MWM
18
Melfa Wealth Management
Massachusetts
$595K 97,755 +177 +0.2%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$589K 96,718 +5,065 +6%
JPLA
20
Joseph P. Lucia & Associates
New York
$381K 62,498 -3,803 -6%
SBIA
21
Sheaff Brock Investment Advisors
Indiana
$377K 61,900 +8,000 +15%
TFCP
22
Twin Focus Capital Partners
Massachusetts
$377K 61,893 – –
GCP
23
Gill Capital Partners
Colorado
$374K 61,451 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$340K 55,786 +1,373 +3%
Bank of America
25
Bank of America
North Carolina
$336K 55,199 +2,719 +5%
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