PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

58 hedge funds and large institutions have $86M invested in Putnam Municipal Opportunities Trust in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
58
Holders Change
-5
Holders Change %
-7.94%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$11.1M
2
KIM
2
Karpus Investment Management
New York
$16.2M
3
COLIM
3
City of London Investment Management
United Kingdom
$1.74M
4
NES
4
New England Securities
New York
$382K
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$1.7M

Top Sellers

1
Invesco
1
Invesco
Georgia
$3.22M
2
RCM
2
Robinson Capital Management
Michigan
$0
3
PIA
3
Peachtree Investment Advisors
Georgia
$1.61M
4
GEM
4
Global Endowment Management
North Carolina
$1.9M
5
DA
5
Doliver Advisors
Texas
$304K
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
26
VanEck Associates
New York
$530K +$16.4K +1,400 +3%
RVP
27
Relative Value Partners
Illinois
$480K – – –
BAM
28
Brave Asset Management
New Jersey
$455K +$23.4K +2,000 +5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$454K +$68.9K +5,891 +18%
SCA
30
STALEY CAPITAL ADVISERS
Pennsylvania
$441K – – –
Stifel Financial
31
Stifel Financial
Missouri
$434K +$1.17K +100 +0.3%
FAAS
32
First Allied Advisory Services
California
$409K +$19K +1,617 +5%
DI
33
Dalton Investments
Nevada
$390K +$5.79K +495 +2%
NES
34
New England Securities
New York
$382K +$337K +28,775 +743%
TFCP
35
Twin Focus Capital Partners
Massachusetts
$366K – – –
DA
36
Doliver Advisors
Texas
$304K -$358K -30,542 -54%
BA
37
BlackRock Advisors
Delaware
$291K +$291K +24,900 New
WAM
38
Wolverine Asset Management
Illinois
$277K -$57.1K -4,897 -17%
CNB
39
City National Bank
California
$226K – – –
YP
40
Yellowstone Partners
Idaho
$172K – – –
Deutsche Bank
41
Deutsche Bank
Germany
$156K – – –
NL
42
NWAM LLC
Washington
$154K – – –
FNFDCM
43
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$143K – – –
LCM
44
Landscape Capital Management
New Jersey
$138K +$138K +11,765 New
HighTower Advisors
45
HighTower Advisors
Illinois
$122K – – –
SIA
46
Sit Investment Associates
Minnesota
$76K – – –
US Bancorp
47
US Bancorp
Minnesota
$53K – – –
MA
48
MUFG Americas
New York
$45K +$1.08K +92 +2%
RAM
49
Riggs Asset Management
Pennsylvania
$35K +$35K +3,000 New
OIA
50
Optimum Investment Advisors
Illinois
$32K – – –
1
2
3