PMM

Putnam Managed Municipal Income
PMM

Overview Fund Activity

95 hedge funds and large institutions have $42.8M invested in Putnam Managed Municipal Income in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 17 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
95
Holders Change
+13
Holders Change %
+15.85%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
17
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$3.85M
2
RIL
2
Rothschild Investment LLC
Illinois
$1.54M
3
SIA
3
Sit Investment Associates
Minnesota
$1.47M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.72M
5
AAM
5
Advisors Asset Management
Colorado
$2.47M

Top Sellers

1
KMWM
1
Keudell/Morrison Wealth Management
Oregon
$1.05M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$522K
3
Ameriprise
3
Ameriprise
Minnesota
$2.28M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
MC
5
Moors & Cabot
Massachusetts
$122K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.72M 940,728 +138,256 +17%
Wells Fargo
2
Wells Fargo
California
$3.85M 632,419 +371,909 +143%
RJA
3
Raymond James & Associates
Florida
$2.6M 427,727 -25,949 -6%
AAM
4
Advisors Asset Management
Colorado
$2.47M 406,629 +137,305 +51%
RCM
5
Robinson Capital Management
Michigan
$2.47M 404,437 +119,424 +42%
Ameriprise
6
Ameriprise
Minnesota
$2.28M 375,770 -81,395 -18%
VanEck Associates
7
VanEck Associates
New York
$2.04M 335,394 +38,916 +13%
KIG
8
Kennedy Investment Group
New Jersey
$1.78M 293,532 -12,336 -4%
RIL
9
Rothschild Investment LLC
Illinois
$1.54M 253,067 +253,067 New
SIA
10
Sit Investment Associates
Minnesota
$1.47M 241,331 +241,331 New
UBS Group
11
UBS Group
Switzerland
$1.12M 184,389 -858 -0.5%
KMWM
12
Keudell/Morrison Wealth Management
Oregon
$1.05M 172,358 -133,625 -44%
Invesco
13
Invesco
Georgia
$917K 150,855 -11,672 -7%
LPL Financial
14
LPL Financial
California
$877K 144,200 -15,972 -10%
Osaic Holdings
15
Osaic Holdings
Arizona
$725K 119,319 -12,221 -9%
LCM
16
Landscape Capital Management
New Jersey
$635K 104,517 +64,141 +159%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$609K 100,086 +3,873 +4%
MWM
18
Melfa Wealth Management
Massachusetts
$583K 95,933 +97 +0.1%
CAN
19
Cetera Advisor Networks
California
$562K 92,417 -16,038 -15%
CIA
20
Capital Investment Advisors
Georgia
$547K 90,016 -2,879 -3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$522K 85,915 -81,496 -49%
SBIA
22
Sheaff Brock Investment Advisors
Indiana
$418K 68,670 +9,147 +15%
TFCP
23
Twin Focus Capital Partners
Massachusetts
$376K 61,893 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$359K 59,028 -16,651 -22%
JPLA
25
Joseph P. Lucia & Associates
New York
$336K 55,260 -4,826 -8%
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