We are live on ! Find out more
PMM

Franklin Managed Municipal Income Trust

80 hedge funds and large institutions have $49.9M invested in Franklin Managed Municipal Income Trust in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

0.4% less ownership

Funds ownership: 18.2%17.8% (-0.4%)

1% less capital invested

Capital invested by funds: $50.5M → $49.9M (-$613K)

5% less funds holding

Funds holding: 8480 (-4)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
80
Holders Change
-4
Holders Change %
-4.76%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
16
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6.62M +$600K +101,051 +10%
GC
2
Guggenheim Capital
Illinois
$5.88M -$141K -23,708 -2%
Morgan Stanley
3
Morgan Stanley
New York
$4.7M -$156K -26,359 -3%
AAM
4
Advisors Asset Management
Colorado
$4.03M -$1.16M -195,395 -23%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$3.41M +$345K +58,216 +11%
Raymond James Financial
6
Raymond James Financial
Florida
$3.31M +$128K +21,509 +4%
SIA
7
Sit Investment Associates
Minnesota
$3.04M
Invesco
8
Invesco
Georgia
$2.05M +$463K +77,955 +30%
Ameriprise
9
Ameriprise
Minnesota
$1.84M +$488K +82,224 +36%
VanEck Associates
10
VanEck Associates
New York
$1.7M +$25.4K +4,283 +2%
KIG
11
Kennedy Investment Group
New Jersey
$1.06M -$128K -21,563 -11%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$813K +$463K +78,078 +138%
Bank of America
13
Bank of America
North Carolina
$793K +$35.4K +5,971 +5%
LPL Financial
14
LPL Financial
California
$717K -$30.3K -5,099 -4%
XF
15
XML Financial
Maryland
$671K +$318K +53,565 +93%
MWM
16
Melfa Wealth Management
Massachusetts
$579K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$574K +$77.9K +13,125 +16%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$481K -$6.06K -1,021 -1%
BA
19
Bridgewater Advisors
New York
$463K
UBS Group
20
UBS Group
Switzerland
$435K -$88.1K -14,850 -17%
CIA
21
Capital Investment Advisors
Georgia
$419K +$2.31K +389 +0.6%
Osaic Holdings
22
Osaic Holdings
Arizona
$369K +$5.29K +892 +1%
OC
23
Oppenheimer & Co
New York
$364K +$4.77K +804 +1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$322K -$48.7K -8,214 -13%
AF
25
Allworth Financial
California
$273K -$345K -58,113 -56%

PMM Hedge Fund Activity: Q3 2025 in Review

80 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Franklin Managed Municipal Income Trust (PMM) for Q3 2025, worth a combined $49.9M — down 1.2% from $50.5M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PMM and 9 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 19 added.

The largest buyer was Wells Fargo, adding an estimated $600K. The largest seller was Advisors Asset Management, cutting an estimated $1.16M.

  • 80 institutional investors held Franklin Managed Municipal Income Trust (PMM) as of Q3 2025, down from 84 in Q2 2025.
  • Funds reported $49.9M of Franklin Managed Municipal Income Trust stock for Q3 2025, down 1.2% quarter-over-quarter.
  • 9 funds opened new Franklin Managed Municipal Income Trust positions in Q3 2025 and 11 closed out, a net change of -2 holders.
  • The largest Franklin Managed Municipal Income Trust buyer in Q3 2025 was Wells Fargo, an estimated $600K added.
  • The largest Franklin Managed Municipal Income Trust seller in Q3 2025 was Advisors Asset Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q3 2025.