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PMM

Franklin Managed Municipal Income Trust

80 hedge funds and large institutions have $52.1M invested in Franklin Managed Municipal Income Trust in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

10% more capital invested

Capital invested by funds: $47.1M → $52.1M (+$4.94M)

2.49% more ownership

Funds ownership: 17%19.48% (+2.5%)

14% less funds holding

Funds holding: 9380 (-13)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
80
Holders Change
-13
Holders Change %
-13.98%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
19
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$5.67M +$1.32M +212,954 +30%
GC
2
Guggenheim Capital
Illinois
$5.55M +$1.2M +193,083 +27%
AAM
3
Advisors Asset Management
Colorado
$5.37M +$486K +78,366 +10%
Morgan Stanley
4
Morgan Stanley
New York
$4.9M +$486K +78,426 +11%
SIA
5
Sit Investment Associates
Minnesota
$3.16M +$1.81M +292,037 +131%
Raymond James Financial
6
Raymond James Financial
Florida
$2.89M +$94.5K +15,241 +3%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$2.43M +$1.02M +163,913 +74%
VanEck Associates
8
VanEck Associates
New York
$1.65M -$452K -72,928 -21%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$1.59M +$1.6M +258,949 New
Ameriprise
10
Ameriprise
Minnesota
$1.38M -$212K -34,155 -13%
KIG
11
Kennedy Investment Group
New Jersey
$1.37M -$88.5K -14,287 -6%
RIL
12
Rothschild Investment LLC
Illinois
$1.34M -$180K -29,000 -12%
Invesco
13
Invesco
Georgia
$1.03M +$435K +70,191 +71%
UBS Group
14
UBS Group
Switzerland
$1.01M -$26.2K -4,235 -2%
RCM
15
Rivernorth Capital Management
Florida
$917K +$112K +18,132 +14%
LPL Financial
16
LPL Financial
California
$708K +$175K +28,165 +32%
MWM
17
Melfa Wealth Management
Massachusetts
$588K
Bank of America
18
Bank of America
North Carolina
$518K -$157K -25,289 -23%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$507K -$30.8K -4,972 -6%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$489K -$13.5K -2,179 -3%
BA
21
Bridgewater Advisors
New York
$451K
CIA
22
Capital Investment Advisors
Georgia
$448K -$16.7K -2,690 -4%
SBIA
23
Sheaff Brock Investment Advisors
Indiana
$430K
KMWM
24
Keudell/Morrison Wealth Management
Oregon
$424K -$15.5K -2,500 -3%
ARC
25
Advisor Resource Council
Texas
$406K +$411K +66,293 New

PMM Hedge Fund Activity: Q1 2025 in Review

80 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Franklin Managed Municipal Income Trust (PMM) for Q1 2025, worth a combined $52.1M — up 10% from $47.1M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PMM and 8 opened new positions — a net loss of 10 holders — while 19 trimmed existing stakes and 21 added.

The largest buyer was Sit Investment Associates, adding an estimated $1.81M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $1.89M sold.

  • 80 institutional investors held Franklin Managed Municipal Income Trust (PMM) as of Q1 2025, down from 93 in Q4 2024.
  • Funds reported $52.1M of Franklin Managed Municipal Income Trust stock for Q1 2025, up 10% quarter-over-quarter.
  • 8 funds opened new Franklin Managed Municipal Income Trust positions in Q1 2025 and 18 closed out, a net change of -10 holders.
  • The largest Franklin Managed Municipal Income Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $1.81M added.
  • The largest Franklin Managed Municipal Income Trust seller in Q1 2025 was Robinson Capital Management, an estimated $1.89M sold.

Based on aggregated 13F filings for Q1 2025.