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PMM

Franklin Managed Municipal Income Trust

84 hedge funds and large institutions have $50.5M invested in Franklin Managed Municipal Income Trust in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

5% more funds holding

Funds holding: 8084 (+4)

3% less capital invested

Capital invested by funds: $52.1M → $50.5M (-$1.54M)

1.29% less ownership

Funds ownership: 19.48%18.2% (-1.3%)

Holders
84
Holders Change
+4
Holders Change %
+5%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
24
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$5.97M +$544K +91,933 +10%
Wells Fargo
2
Wells Fargo
California
$5.95M +$414K +69,900 +8%
AAM
3
Advisors Asset Management
Colorado
$5.16M -$78.2K -13,219 -2%
Morgan Stanley
4
Morgan Stanley
New York
$4.81M +$25.3K +4,271 +0.5%
Raymond James Financial
5
Raymond James Financial
Florida
$3.15M +$329K +55,674 +12%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$3.03M +$1.47M +247,811 +96%
SIA
7
Sit Investment Associates
Minnesota
$3.01M -$73.4K -12,400 -2%
VanEck Associates
8
VanEck Associates
New York
$1.65M +$45.8K +7,741 +3%
Invesco
9
Invesco
Georgia
$1.56M +$549K +92,727 +55%
Ameriprise
10
Ameriprise
Minnesota
$1.35M +$1.6K +271 +0.1%
KIG
11
Kennedy Investment Group
New Jersey
$1.18M -$154K -25,995 -12%
Bank of America
12
Bank of America
North Carolina
$749K +$241K +40,699 +48%
LPL Financial
13
LPL Financial
California
$740K +$49.2K +8,321 +7%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$699K -$1.59M -268,119 -70%
AF
15
Allworth Financial
California
$617K +$611K +103,242 New
MWM
16
Melfa Wealth Management
Massachusetts
$573K
UBS Group
17
UBS Group
Switzerland
$520K -$465K -78,575 -47%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$490K -$4.6K -778 -0.9%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$483K +$5.49K +928 +1%
BA
20
Bridgewater Advisors
New York
$444K
CIA
21
Capital Investment Advisors
Georgia
$413K -$23.7K -4,000 -5%
KMWM
22
Keudell/Morrison Wealth Management
Oregon
$400K -$12.7K -2,150 -3%
Osaic Holdings
23
Osaic Holdings
Arizona
$369K +$69K +11,659 +23%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$368K +$1.93K +326 +0.5%
OC
25
Oppenheimer & Co
New York
$356K +$4.52K +763 +1%

PMM Hedge Fund Activity: Q2 2025 in Review

84 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Franklin Managed Municipal Income Trust (PMM) for Q2 2025, worth a combined $50.5M — down 3% from $52.1M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PMM positions and 8 closed out — a net gain of 6 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.47M. The largest seller was Pathstone Holdings, cutting an estimated $1.59M.

  • 84 institutional investors held Franklin Managed Municipal Income Trust (PMM) as of Q2 2025, up from 80 in Q1 2025.
  • Funds reported $50.5M of Franklin Managed Municipal Income Trust stock for Q2 2025, down 3% quarter-over-quarter.
  • 14 funds opened new Franklin Managed Municipal Income Trust positions in Q2 2025 and 8 closed out, a net change of +6 holders.
  • The largest Franklin Managed Municipal Income Trust buyer in Q2 2025 was Hennion & Walsh Asset Management, an estimated $1.47M added.
  • The largest Franklin Managed Municipal Income Trust seller in Q2 2025 was Pathstone Holdings, an estimated $1.59M sold.

Based on aggregated 13F filings for Q2 2025.