PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

59 hedge funds and large institutions have $67.5M invested in Putnam Municipal Opportunities Trust in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
16
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$4.39M
2
Bank of America
2
Bank of America
North Carolina
$2.85M
3
RCM
3
Robinson Capital Management
Michigan
$5.53M
4
SIA
4
Sit Investment Associates
Minnesota
$3.78M
5
Invesco
5
Invesco
Georgia
$922K

Top Sellers

1
NVIM
1
New Vernon Investment Management
Illinois
$0
2
BAM
2
Brave Asset Management
New Jersey
$519K
3
UBS Group
3
UBS Group
Switzerland
$1.23M
4
AAM
4
Advisors Asset Management
Colorado
$5.3M
5
VanEck Associates
5
VanEck Associates
New York
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$390K +$1.3K +109 +0.3%
TFCP
27
Twin Focus Capital Partners
Massachusetts
$374K – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$325K +$62.4K +5,211 +24%
WAM
29
Weiss Asset Management
Massachusetts
$294K +$294K +24,618 New
1IA
30
1834 Investment Advisors
Wisconsin
$251K – – –
Ameriprise
31
Ameriprise
Minnesota
$222K -$17.3K -1,453 -7%
KIM
32
Karpus Investment Management
New York
$207K +$77.1K +6,450 +59%
Squarepoint
33
Squarepoint
New York
$207K +$207K +17,300 New
WS
34
Wedbush Securities
California
$195K +$2.39K +200 +1%
BTS
35
BB&T Securities
Virginia
$188K – – –
MFS
36
MSI Financial Services
Massachusetts
$187K +$43.2K +3,609 +30%
SCA
37
STALEY CAPITAL ADVISERS
Pennsylvania
$179K – – –
HK
38
Horizon Kinetics
New York
$170K -$1.2K -100 -0.7%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$168K -$7.2K -602 -4%
OC
40
Oppenheimer & Co
New York
$167K +$167K +13,950 New
FNFDCM
41
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$165K – – –
NL
42
NWAM LLC
Washington
$157K – – –
Creative Planning
43
Creative Planning
Kansas
$113K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$105K +$105K +8,803 New
IA
45
IFP Advisors
Florida
$92K -$41K -3,441 -31%
TCM
46
Tradewinds Capital Management
Washington
$69K -$77K -5,796 Closed
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$68K – – –
GWM
48
Geneos Wealth Management
Colorado
$65K – – –
US Bancorp
49
US Bancorp
Minnesota
$54K – – –
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$35K -$4.53K -377 -11%
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2
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