PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

53 hedge funds and large institutions have $64.8M invested in Putnam Municipal Opportunities Trust in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
11
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MSL
1
Mackay Shields LLC
New York
$15.3M
2
AAM
2
Advisors Asset Management
Colorado
$7.11M
3
SIA
3
Sit Investment Associates
Minnesota
$690K
4
VanEck Associates
4
VanEck Associates
New York
$1.5M
5
RCM
5
Robinson Capital Management
Michigan
$3.42M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$0
2
KIM
2
Karpus Investment Management
New York
$984K
3
RJA
3
Raymond James & Associates
Florida
$1.3M
4
LPL Financial
4
LPL Financial
California
$724K
5
COLIM
5
City of London Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$301K – – –
1IA
27
1834 Investment Advisors
Wisconsin
$281K – – –
YP
28
Yellowstone Partners
Idaho
$239K – – –
WS
29
Wedbush Securities
California
$224K +$2.58K +193 +1%
HK
30
Horizon Kinetics
New York
$217K – – –
SCA
31
STALEY CAPITAL ADVISERS
Pennsylvania
$214K -$224K -16,720 -51%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$188K -$5.77K -431 -3%
BTS
33
BB&T Securities
Virginia
$188K – – –
NL
34
NWAM LLC
Washington
$176K – – –
FNFDCM
35
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$164K – – –
Ameriprise
36
Ameriprise
Minnesota
$158K +$158K +11,773 New
SI
37
SII Investments
Wisconsin
$140K +$140K +10,547 New
Creative Planning
38
Creative Planning
Kansas
$115K -$118K -8,862 -51%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$112K +$1.33K +100 +1%
MFS
40
MSI Financial Services
Massachusetts
$81K +$30K +2,233 +59%
TCM
41
Tradewinds Capital Management
Washington
$78K – – –
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$77K +$77K +5,725 New
GWM
43
Geneos Wealth Management
Colorado
$74K – – –
US Bancorp
44
US Bancorp
Minnesota
$61K -$21.5K -1,600 -26%
IA
45
IFP Advisors
Florida
$50K +$50K +3,715 New
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$47K +$4.03K +300 +9%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$38K -$8.97K -667 -19%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$34K – – –
WAM
49
Wealthspire Advisors (Maryland)
Maryland
$28K – – –
MA
50
MUFG Americas
New York
$25K – – –
1
2
3