PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

82 hedge funds and large institutions have $33.6M invested in Putnam Managed Municipal Income in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$1.5M
2
WAM
2
Wolverine Asset Management
Illinois
$409K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.39M
4
Wells Fargo
4
Wells Fargo
California
$1.42M
5
VanEck Associates
5
VanEck Associates
New York
$1.62M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$2.48M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$916K
3
Ameriprise
3
Ameriprise
Minnesota
$2.5M
4
AAS
4
Avantax Advisory Services
Texas
$320K
5
Walleye Capital
5
Walleye Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.39M 802,472 +56,586 +8%
Ameriprise
2
Ameriprise
Minnesota
$2.5M 457,165 -46,774 -9%
RJA
3
Raymond James & Associates
Florida
$2.48M 453,676 -153,408 -25%
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$1.67M 305,983 -14,500 -5%
KIG
5
Kennedy Investment Group
New Jersey
$1.67M 305,868 -13,420 -4%
VanEck Associates
6
VanEck Associates
New York
$1.62M 296,478 +43,961 +17%
RCM
7
Robinson Capital Management
Michigan
$1.5M 285,013 +285,013 New
AAM
8
Advisors Asset Management
Colorado
$1.47M 269,324 -31 -0%
Wells Fargo
9
Wells Fargo
California
$1.42M 260,510 +48,253 +23%
UBS Group
10
UBS Group
Switzerland
$1.01M 185,247 -8,113 -4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$916K 167,411 -67,699 -29%
Invesco
12
Invesco
Georgia
$889K 162,527 -3,126 -2%
LPL Financial
13
LPL Financial
California
$876K 160,172 -2,413 -1%
DLG
14
Daniel L. Goodwin
$727K 132,912 +7,000 +6%
Osaic Holdings
15
Osaic Holdings
Arizona
$720K 131,540 +11,381 +9%
CAN
16
Cetera Advisor Networks
California
$593K 108,455 +1,670 +2%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$526K 96,213 -505 -0.5%
MWM
18
Melfa Wealth Management
Massachusetts
$524K 95,836 -1,919 -2%
CIA
19
Capital Investment Advisors
Georgia
$508K 92,895 -9,598 -9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$414K 75,679 +23,145 +44%
WAM
21
Wolverine Asset Management
Illinois
$409K 74,763 +58,381 +356%
Bank of America
22
Bank of America
North Carolina
$366K 66,867 +11,668 +21%
TFCP
23
Twin Focus Capital Partners
Massachusetts
$339K 61,893 – –
GCP
24
Gill Capital Partners
Colorado
$336K 61,451 – –
JPLA
25
Joseph P. Lucia & Associates
New York
$329K 60,086 -2,412 -4%
1
2 3 4