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PMM

Franklin Managed Municipal Income Trust

93 hedge funds and large institutions have $47.1M invested in Franklin Managed Municipal Income Trust in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

1.47% more ownership

Funds ownership: 15.53%17% (+1.5%)

1% more funds holding

Funds holding: 9293 (+1)

1% more capital invested

Capital invested by funds: $46.5M → $47.1M (+$648K)

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
25
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$4.76M +$933K +148,493 +23%
Morgan Stanley
2
Morgan Stanley
New York
$4.31M +$768K +122,233 +20%
Wells Fargo
3
Wells Fargo
California
$4.25M +$274K +43,540 +7%
GC
4
Guggenheim Capital
Illinois
$4.25M +$760K +120,948 +20%
Raymond James Financial
5
Raymond James Financial
Florida
$2.72M +$2.86M +455,686 New
VanEck Associates
6
VanEck Associates
New York
$2.04M +$74.4K +11,828 +4%
RCM
7
Robinson Capital Management
Michigan
$1.89M -$454K -72,269 -19%
Ameriprise
8
Ameriprise
Minnesota
$1.55M -$351K -55,871 -18%
RIL
9
Rothschild Investment LLC
Illinois
$1.47M -$37.7K -6,000 -2%
KIG
10
Kennedy Investment Group
New Jersey
$1.42M -$108K -17,140 -7%
SIA
11
Sit Investment Associates
Minnesota
$1.33M +$316K +50,200 +29%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$1.32M +$1.02M +162,851 +279%
UBS Group
13
UBS Group
Switzerland
$1.01M +$48.8K +7,766 +5%
RCM
14
Rivernorth Capital Management
Florida
$785K +$826K +131,412 New
Bank of America
15
Bank of America
North Carolina
$656K -$130K -20,648 -16%
WAM
16
Wolverine Asset Management
Illinois
$597K -$174K -27,620 -22%
Invesco
17
Invesco
Georgia
$588K +$352K +56,041 +132%
MWM
18
Melfa Wealth Management
Massachusetts
$572K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$523K +$149K +23,695 +37%
LPL Financial
20
LPL Financial
California
$521K -$167K -26,596 -23%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$489K +$390 +62 +0.1%
BA
22
Bridgewater Advisors
New York
$457K
CIA
23
Capital Investment Advisors
Georgia
$452K -$32.1K -5,100 -6%
KMWM
24
Keudell/Morrison Wealth Management
Oregon
$428K -$154K -24,544 -26%
SBIA
25
Sheaff Brock Investment Advisors
Indiana
$419K +$9.43K +1,500 +2%

PMM Hedge Fund Activity: Q4 2024 in Review

93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Managed Municipal Income Trust (PMM) for Q4 2024, worth a combined $47.1M — up 1.4% from $46.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PMM positions and 10 closed out — a net gain of 4 holders — while 25 added to existing stakes and 22 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $1.02M. The largest seller was Robinson Capital Management, cutting an estimated $454K.

  • 93 institutional investors held Franklin Managed Municipal Income Trust (PMM) as of Q4 2024, up from 92 in Q3 2024.
  • Funds reported $47.1M of Franklin Managed Municipal Income Trust stock for Q4 2024, up 1.4% quarter-over-quarter.
  • 14 funds opened new Franklin Managed Municipal Income Trust positions in Q4 2024 and 10 closed out, a net change of +4 holders.
  • The largest Franklin Managed Municipal Income Trust buyer in Q4 2024 was Pathstone Holdings, an estimated $1.02M added.
  • The largest Franklin Managed Municipal Income Trust seller in Q4 2024 was Robinson Capital Management, an estimated $454K sold.

Based on aggregated 13F filings for Q4 2024.