PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

53 hedge funds and large institutions have $93.6M invested in Putnam Municipal Opportunities Trust in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 9 closing their positions.

Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
13
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$21.8M
2
PPA
2
Parametric Portfolio Associates
Washington
$13.3M
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.38M
4
GC
4
Guggenheim Capital
Illinois
$2.02M
5
OC
5
Oppenheimer & Co
New York
$229K

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$0
2
PAM
2
PT Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$397K
4
AAM
4
Advisors Asset Management
Colorado
$6.73M
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
26
VanEck Associates
New York
$651K +$72K +5,870 +12%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$577K +$34.1K +2,780 +6%
RVP
28
Relative Value Partners
Illinois
$503K – – –
Stifel Financial
29
Stifel Financial
Missouri
$486K -$4.06K -331 -0.8%
SCA
30
STALEY CAPITAL ADVISERS
Pennsylvania
$475K +$12.3K +1,000 +3%
Invesco
31
Invesco
Georgia
$397K -$1.11M -90,725 -74%
TFCP
32
Twin Focus Capital Partners
Massachusetts
$384K – – –
FAAS
33
First Allied Advisory Services
California
$292K -$43.5K -3,552 -13%
HK
34
Horizon Kinetics
New York
$268K -$118K -9,652 -31%
CNB
35
City National Bank
California
$237K -$3.23K -264 -1%
OC
36
Oppenheimer & Co
New York
$229K +$229K +18,650 New
DA
37
Doliver Advisors
Texas
$219K +$219K +17,899 New
YP
38
Yellowstone Partners
Idaho
$205K – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$187K -$31.8K -2,585 -15%
NL
40
NWAM LLC
Washington
$161K – – –
FNFDCM
41
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$150K – – –
SIA
42
Sit Investment Associates
Minnesota
$80K – – –
US Bancorp
43
US Bancorp
Minnesota
$56K – – –
MA
44
MUFG Americas
New York
$51K +$3.42K +277 +7%
OIA
45
Optimum Investment Advisors
Illinois
$33K – – –
MFS
46
MSI Financial Services
Massachusetts
$32K +$32K +2,598 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$32K +$32K +2,647 New
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$31K – – –
PFSC
49
Peoples Financial Services Corp
Pennsylvania
$21K – – –
RAM
50
Riggs Asset Management
Pennsylvania
$18K – – –
1
2
3