PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

63 hedge funds and large institutions have $68.8M invested in Putnam Municipal Opportunities Trust in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
13
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$2.49M
2
IWA
2
IBEX Wealth Advisors
New Jersey
$1.14M
3
Cohen & Steers
3
Cohen & Steers
New York
$408K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$303K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$440K

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$1.61M
2
LCM
2
Landscape Capital Management
New Jersey
$0
3
MSL
3
Mackay Shields LLC
New York
$15.4M
4
RCM
4
Robinson Capital Management
Michigan
$5.75M
5
GC
5
Guggenheim Capital
Illinois
$4.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Cohen & Steers
26
Cohen & Steers
New York
$408K 32,619 +32,619 New
TFCP
27
Twin Focus Capital Partners
Massachusetts
$391K 31,294 – –
WS
28
Wedbush Securities
California
$351K 28,090 +3,198 +13%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$345K 27,565 -2,972 -10%
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$303K 24,251 +24,251 New
DA
31
Doliver Advisors
Texas
$288K 23,019 -17,557 -43%
MML Investors Services
32
MML Investors Services
Massachusetts
$250K 20,001 +2,399 +14%
Ameriprise
33
Ameriprise
Minnesota
$242K 19,393 -2,192 -10%
1IA
34
1834 Investment Advisors
Wisconsin
$228K 18,200 -2,800 -13%
LPL Financial
35
LPL Financial
California
$199K 15,910 -35,007 -69%
SCA
36
STALEY CAPITAL ADVISERS
Pennsylvania
$187K 15,000 – –
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$179K 14,300 +14,300 New
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$176K 14,047 +10,561 +303%
HK
39
Horizon Kinetics
New York
$175K 13,997 -200 -1%
NL
40
NWAM LLC
Washington
$165K 13,172 – –
FNFDCM
41
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$153K 12,262 – –
Creative Planning
42
Creative Planning
Kansas
$153K 12,212 +2,750 +29%
LNWWM
43
Laird Norton Wetherby Wealth Management
California
$129K 10,319 -3,325 -24%
SIM
44
Sonora Investment Management
Arizona
$125K 10,000 – –
NA
45
NewEdge Advisors
Louisiana
$115K 9,131 +9,131 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$110K 8,803 – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$72K 5,725 – –
TCM
48
Tradewinds Capital Management
Washington
$72K 5,796 +5,796 New
GWM
49
Geneos Wealth Management
Colorado
$68K 5,503 – –
IA
50
IFP Advisors
Florida
$59K 4,735 -214 -4%
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