PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

55 hedge funds and large institutions have $88.3M invested in Putnam Municipal Opportunities Trust in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
6
Increased
10
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$3.03M
2
SCA
2
Samson Capital Advisors
New York
$3.19M
3
Bank of America
3
Bank of America
North Carolina
$1.95M
4
1IA
4
1834 Investment Advisors
Wisconsin
$271K
5
PPA
5
Parametric Portfolio Associates
Washington
$14.3M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$1.47M
2
GEM
2
Global Endowment Management
North Carolina
$0
3
AAM
3
Advisors Asset Management
Colorado
$5.53M
4
FIMG
4
Financial & Investment Management Group
Michigan
$612K
5
COLIM
5
City of London Investment Management
United Kingdom
$1.67M
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
26
Relative Value Partners Group
$490K 41,000 – –
Stifel Financial
27
Stifel Financial
Missouri
$480K 40,120 -30 -0.1%
Deutsche Bank
28
Deutsche Bank
Germany
$421K 35,225 -10,600 -23%
SCA
29
STALEY CAPITAL ADVISERS
Pennsylvania
$391K 32,720 – –
TFCP
30
Twin Focus Capital Partners
Massachusetts
$374K 31,294 – –
PIA
31
Peachtree Investment Advisors
Georgia
$319K 26,674 -2,150 -7%
FAAS
32
First Allied Advisory Services
California
$285K 23,809 -115 -0.5%
1IA
33
1834 Investment Advisors
Wisconsin
$271K 22,700 +22,700 New
OC
34
Oppenheimer & Co
New York
$237K 19,800 – –
CNB
35
City National Bank
California
$231K 19,353 – –
YP
36
Yellowstone Partners
Idaho
$230K 19,200 – –
LCM
37
Landscape Capital Management
New Jersey
$225K 18,779 -5,700 -23%
HK
38
Horizon Kinetics
New York
$194K 16,234 +16,234 New
Invesco
39
Invesco
Georgia
$153K 12,756 -15,311 -55%
FNFDCM
40
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$147K 12,262 – –
HighTower Advisors
41
HighTower Advisors
Illinois
$147K 12,247 +806 +7%
WS
42
Wedbush Securities
California
$124K 10,368 +10,368 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$99K 8,303 – –
SIA
44
Sit Investment Associates
Minnesota
$78K 6,529 – –
US Bancorp
45
US Bancorp
Minnesota
$54K 4,545 – –
MA
46
MUFG Americas
New York
$32K 2,700 – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$30K 2,539 – –
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$28K 2,352 +663 +39%
PFSC
49
Peoples Financial Services Corp
Pennsylvania
$21K 1,715 – –
RAM
50
Riggs Asset Management
Pennsylvania
$18K 1,500 – –
1
2
3