PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

58 hedge funds and large institutions have $91.1M invested in Putnam Municipal Opportunities Trust in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NVIM
New Vernon Investment Management
Illinois
+$3.72M
2
KIM
Karpus Investment Management
New York
+$2.81M
3
AAM
Advisors Asset Management
Colorado
+$845K
4
Deutsche Bank
Deutsche Bank
Germany
+$528K
5
BAM
Brave Asset Management
New Jersey
+$495K

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$3.99M
2
Invesco
Invesco
Georgia
-$1.83M
3
Wells Fargo
Wells Fargo
California
-$1.09M
4
DA
Doliver Advisors
Texas
-$304K
5
BA
BlackRock Advisors
Delaware
-$291K
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$689K +$528K +44,100 +328%
LPL Financial
27
LPL Financial
California
$582K -$15.1K -1,260 -3%
VanEck Associates
28
VanEck Associates
New York
$566K +$23.3K +1,943 +4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$531K +$65.3K +5,441 +14%
RVP
30
Relative Value Partners
Illinois
$492K – – –
Stifel Financial
31
Stifel Financial
Missouri
$479K +$33.6K +2,798 +8%
SCA
32
STALEY CAPITAL ADVISERS
Pennsylvania
$452K – – –
HK
33
Horizon Kinetics
New York
$378K -$208K -17,364 -36%
TFCP
34
Twin Focus Capital Partners
Massachusetts
$375K – – –
FAAS
35
First Allied Advisory Services
California
$329K -$89.5K -7,459 -21%
CNB
36
City National Bank
California
$235K +$3.16K +264 +1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$214K +$214K +17,807 New
SG Americas Securities
38
SG Americas Securities
New York
$204K +$204K +17,030 New
YP
39
Yellowstone Partners
Idaho
$200K +$24K +2,000 +14%
LCM
40
Landscape Capital Management
New Jersey
$176K +$34.7K +2,893 +25%
DI
41
Dalton Investments
Nevada
$174K -$226K -18,843 -57%
NL
42
NWAM LLC
Washington
$158K – – –
NES
43
New England Securities
New York
$147K -$244K -20,389 -62%
FNFDCM
44
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$147K – – –
HighTower Advisors
45
HighTower Advisors
Illinois
$125K – – –
SIA
46
Sit Investment Associates
Minnesota
$78K – – –
US Bancorp
47
US Bancorp
Minnesota
$54K – – –
NPC
48
National Planning Corporation
California
$51.9K +$51.9K +4,267 New
MA
49
MUFG Americas
New York
$46K – – –
OIA
50
Optimum Investment Advisors
Illinois
$32K – – –
1
2
3