PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

56 hedge funds and large institutions have $80.7M invested in Putnam Municipal Opportunities Trust in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+2
Holders Change %
+3.7%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
16
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$2.15M
2
MSL
Mackay Shields LLC
New York
+$908K
3
PPA
Parametric Portfolio Associates
Washington
+$900K
4
CRC
Curi RMB Capital
Illinois
+$444K
5
VanEck Associates
VanEck Associates
New York
+$332K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$10M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$2.67M
3
LCM
Landscape Capital Management
New Jersey
-$636K
4
AA
AQR Arbitrage
Connecticut
-$400K
5
Morgan Stanley
Morgan Stanley
New York
-$250K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
26
STALEY CAPITAL ADVISERS
Pennsylvania
$416K – – –
TFCP
27
Twin Focus Capital Partners
Massachusetts
$397K – – –
FAAS
28
First Allied Advisory Services
California
$336K +$34.7K +2,748 +12%
SIA
29
Sit Investment Associates
Minnesota
$309K +$226K +17,837 +273%
OC
30
Oppenheimer & Co
New York
$286K +$72.5K +5,700 +34%
1IA
31
1834 Investment Advisors
Wisconsin
$267K – – –
YP
32
Yellowstone Partners
Idaho
$227K -$17.2K -1,350 -7%
Creative Planning
33
Creative Planning
Kansas
$222K +$222K +17,488 New
WS
34
Wedbush Securities
California
$210K +$76.6K +6,030 +57%
HK
35
Horizon Kinetics
New York
$206K – – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
$184K +$184K +14,471 New
BTS
37
BB&T Securities
Virginia
$179K +$179K +14,102 New
NL
38
NWAM LLC
Washington
$167K – – –
FNFDCM
39
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$156K – – –
WAM
40
Wolverine Asset Management
Illinois
$139K +$139K +10,981 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$105K – – –
US Bancorp
42
US Bancorp
Minnesota
$78K +$20.3K +1,600 +35%
GWM
43
Geneos Wealth Management
Colorado
$70K +$70K +5,503 New
MFS
44
MSI Financial Services
Massachusetts
$48K +$11.3K +891 +31%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$45K -$2.67M -206,883 -98%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$41K +$1.21K +94 +3%
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$32K – – –
WAM
48
Wealthspire Advisors (Maryland)
Maryland
$26K – – –
MA
49
MUFG Americas
New York
$24K -$10.1K -800 -30%
PFSC
50
Peoples Financial Services Corp
Pennsylvania
$22K – – –
1
2
3