PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

63 hedge funds and large institutions have $86.3M invested in Putnam Municipal Opportunities Trust in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$4M
2
PPA
2
Parametric Portfolio Associates
Washington
$9.56M
3
DA
3
Doliver Advisors
Texas
$664K
4
KIM
4
Karpus Investment Management
New York
$15.5M
5
AAM
5
Advisors Asset Management
Colorado
$6.58M

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.91M
2
TC
2
TFS Capital
Pennsylvania
$0
3
GC
3
Guggenheim Capital
Illinois
$1.94M
4
1SB
4
1ST Source Bank
Indiana
$2.42M
5
HK
5
Horizon Kinetics
New York
$679K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$575K -$167K -14,205 -23%
VanEck Associates
27
VanEck Associates
New York
$516K +$93.3K +7,937 +22%
RCM
28
Robinson Capital Management
Michigan
$510K -$1.11K -96 -0.2%
RVP
29
Relative Value Partners
Illinois
$482K – – –
SCA
30
STALEY CAPITAL ADVISERS
Pennsylvania
$443K – – –
Stifel Financial
31
Stifel Financial
Missouri
$435K +$2.5K +213 +0.6%
BAM
32
Brave Asset Management
New Jersey
$434K +$353K +30,000 +433%
FAAS
33
First Allied Advisory Services
California
$390K +$142K +12,146 +58%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$387K -$14.7K -1,252 -4%
DI
35
Dalton Investments
Nevada
$386K +$5.91K +503 +2%
TFCP
36
Twin Focus Capital Partners
Massachusetts
$368K – – –
WAM
37
Wolverine Asset Management
Illinois
$336K +$323K +27,540 +2,470%
CNB
38
City National Bank
California
$227K -$81.2K -6,920 -26%
YP
39
Yellowstone Partners
Idaho
$173K – – –
Deutsche Bank
40
Deutsche Bank
Germany
$157K – – –
NL
41
NWAM LLC
Washington
$155K – – –
VKH
42
Virtu KCG Holdings
New York
$154K +$154K +13,089 New
FNFDCM
43
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$144K – – –
BA
44
Bridgewater Advisors
New York
$132K – – –
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$124K +$124K +10,520 New
HighTower Advisors
46
HighTower Advisors
Illinois
$123K – – –
PAG
47
Private Advisor Group
New Jersey
$118K – – –
SIA
48
Sit Investment Associates
Minnesota
$77K – – –
US Bancorp
49
US Bancorp
Minnesota
$53K – – –
NES
50
New England Securities
New York
$46K +$26.1K +2,200 +132%
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2
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