PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

53 hedge funds and large institutions have $90.9M invested in Putnam Municipal Opportunities Trust in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
–
Holders Change %
0%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCA
1
Samson Capital Advisors
New York
$2.63M
2
PPA
2
Parametric Portfolio Associates
Washington
$13.7M
3
KIM
3
Karpus Investment Management
New York
$21.6M
4
GC
4
Guggenheim Capital
Illinois
$2.43M
5
RVPG
5
Relative Value Partners Group
$476K

Top Sellers

1
FIMG
1
Financial & Investment Management Group
Michigan
$1.62M
2
PIA
2
Peachtree Investment Advisors
Georgia
$335K
3
Deutsche Bank
3
Deutsche Bank
Germany
$532K
4
AA
4
AQR Arbitrage
Connecticut
$969K
5
HK
5
Horizon Kinetics
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$612K 52,533 -3,360 -6%
Deutsche Bank
27
Deutsche Bank
Germany
$532K 45,825 -67,269 -59%
RVPG
28
Relative Value Partners Group
$476K 41,000 +41,000 New
Stifel Financial
29
Stifel Financial
Missouri
$466K 40,150 +556 +1%
SCA
30
STALEY CAPITAL ADVISERS
Pennsylvania
$380K 32,720 -6,000 -15%
TFCP
31
Twin Focus Capital Partners
Massachusetts
$363K 31,294 – –
PIA
32
Peachtree Investment Advisors
Georgia
$335K 28,824 -85,743 -75%
Invesco
33
Invesco
Georgia
$326K 28,067 -4,354 -13%
LCM
34
Landscape Capital Management
New Jersey
$284K 24,479 +24,479 New
FAAS
35
First Allied Advisory Services
California
$278K 23,924 +53 +0.2%
OC
36
Oppenheimer & Co
New York
$230K 19,800 +1,150 +6%
CNB
37
City National Bank
California
$225K 19,353 – –
YP
38
Yellowstone Partners
Idaho
$223K 19,200 +2,500 +15%
VKH
39
Virtu KCG Holdings
New York
$161K 13,883 +13,883 New
NL
40
NWAM LLC
Washington
$153K 13,000 -172 -1%
FNFDCM
41
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$142K 12,262 – –
HighTower Advisors
42
HighTower Advisors
Illinois
$133K 11,441 +11,441 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$96K 8,303 +5,656 +214%
SIA
44
Sit Investment Associates
Minnesota
$76K 6,529 – –
US Bancorp
45
US Bancorp
Minnesota
$53K 4,545 – –
MFS
46
MSI Financial Services
Massachusetts
$34K 2,898 +300 +12%
MA
47
MUFG Americas
New York
$31K 2,700 -1,426 -35%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$29K 2,539 – –
SFWA
49
Summit Financial Wealth Advisors
Louisiana
$22K 1,924 +1,924 New
PFSC
50
Peoples Financial Services Corp
Pennsylvania
$20K 1,715 – –
1
2
3