PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

63 hedge funds and large institutions have $72.2M invested in Putnam Municipal Opportunities Trust in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
–
Holders Change %
0%
% 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
8
Increased
18
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$3.92M
2
RCM
2
Robinson Capital Management
Michigan
$6.91M
3
Invesco
3
Invesco
Georgia
$2.01M
4
YP
4
Yellowstone Partners
Idaho
$456K
5
GC
5
Guggenheim Capital
Illinois
$5.05M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$0
2
Wells Fargo
2
Wells Fargo
California
$2.74M
3
AAM
3
Advisors Asset Management
Colorado
$3.07M
4
WS
4
Wedbush Securities
California
$165K
5
HK
5
Horizon Kinetics
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFCP
26
Twin Focus Capital Partners
Massachusetts
$395K 31,294 – –
FAAS
27
First Allied Advisory Services
California
$379K 30,067 -3,000 -9%
CRC
28
Curi RMB Capital
Illinois
$353K 27,988 +27,988 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$350K 27,747 +182 +0.7%
DA
30
Doliver Advisors
Texas
$318K 25,200 +2,181 +9%
MML Investors Services
31
MML Investors Services
Massachusetts
$289K 22,852 +2,851 +14%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$282K 22,367 +8,320 +59%
Ameriprise
33
Ameriprise
Minnesota
$280K 22,143 +2,750 +14%
TJHA
34
Thomas J. Herzfeld Advisors
Florida
$250K 19,790 -4,461 -18%
1IA
35
1834 Investment Advisors
Wisconsin
$230K 18,200 – –
LPL Financial
36
LPL Financial
California
$216K 17,080 +1,170 +7%
FPCP
37
Fort Point Capital Partners
California
$209K 16,500 +16,500 New
WAM
38
Weiss Asset Management
Massachusetts
$202K 15,975 +15,975 New
SCA
39
STALEY CAPITAL ADVISERS
Pennsylvania
$189K 15,000 – –
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$181K 14,300 – –
NL
41
NWAM LLC
Washington
$166K 13,172 – –
WS
42
Wedbush Securities
California
$165K 13,092 -14,998 -53%
FNFDCM
43
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$155K 12,262 – –
Creative Planning
44
Creative Planning
Kansas
$141K 11,162 -1,050 -9%
SIM
45
Sonora Investment Management
Arizona
$126K 10,000 – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$111K 8,803 – –
SEI Investments
47
SEI Investments
Pennsylvania
$88K 7,000 +7,000 New
TCM
48
Tradewinds Capital Management
Washington
$73K 5,796 – –
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$72K 5,725 – –
GWM
50
Geneos Wealth Management
Colorado
$69K 5,503 – –
1
2
3