PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

54 hedge funds and large institutions have $86.5M invested in Putnam Municipal Opportunities Trust in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
15
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$3.59M
2
PPA
2
Parametric Portfolio Associates
Washington
$15.6M
3
GC
3
Guggenheim Capital
Illinois
$3.82M
4
LPL Financial
4
LPL Financial
California
$1.24M
5
LCM
5
Landscape Capital Management
New Jersey
$636K

Top Sellers

1
OHA
1
Oak Hill Advisors
New York
$0
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
COLIM
3
City of London Investment Management
United Kingdom
$876K
4
Bank of America
4
Bank of America
North Carolina
$1.2M
5
FIMG
5
Financial & Investment Management Group
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
26
STALEY CAPITAL ADVISERS
Pennsylvania
$402K – – –
AA
27
AQR Arbitrage
Connecticut
$400K -$379K -30,826 -49%
TFCP
28
Twin Focus Capital Partners
Massachusetts
$384K – – –
FAAS
29
First Allied Advisory Services
California
$293K +$504 +41 +0.2%
1IA
30
1834 Investment Advisors
Wisconsin
$258K -$20.9K -1,700 -7%
YP
31
Yellowstone Partners
Idaho
$236K – – –
SG Americas Securities
32
SG Americas Securities
New York
$230K +$230K +18,736 New
OC
33
Oppenheimer & Co
New York
$206K -$36.8K -3,000 -15%
HK
34
Horizon Kinetics
New York
$199K – – –
LCM
35
Laurion Capital Management
New York
$199K +$199K +16,188 New
NL
36
NWAM LLC
Washington
$162K +$162K +13,172 New
FNFDCM
37
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$151K – – –
WS
38
Wedbush Securities
California
$129K +$1.74K +142 +1%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$102K – – –
SIA
40
Sit Investment Associates
Minnesota
$80K – – –
US Bancorp
41
US Bancorp
Minnesota
$56K – – –
AIA
42
Allegis Investment Advisors
Idaho
$48K +$48K +3,891 New
IA
43
IFP Advisors
Florida
$46K +$46K +3,715 New
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$38K +$9.18K +749 +32%
MFS
45
MSI Financial Services
Massachusetts
$36K +$20.8K +1,673 +137%
MA
46
MUFG Americas
New York
$33K – – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$31K – – –
WAM
48
Wealthspire Advisors (Maryland)
Maryland
$26K +$26K +2,081 New
PFSC
49
Peoples Financial Services Corp
Pennsylvania
$21K – – –
RAM
50
Riggs Asset Management
Pennsylvania
$18K – – –
1
2
3