PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

65 hedge funds and large institutions have $73.3M invested in Putnam Municipal Opportunities Trust in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
16
Closed
7
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$13K

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$5.81M
2
Invesco
2
Invesco
Georgia
$2.8M
3
SMC
3
Smith, Moore & Co
Missouri
$759K
4
RCM
4
Robinson Capital Management
Michigan
$7.19M
5
SIA
5
Sit Investment Associates
Minnesota
$3.98M

Top Sellers

1
IWA
1
IBEX Wealth Advisors
New Jersey
$0
2
YP
2
Yellowstone Partners
Idaho
$0
3
PPA
3
Parametric Portfolio Associates
Washington
$3.56M
4
1IA
4
1834 Investment Advisors
Wisconsin
$225K
5
FPCP
5
Fort Point Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$363K 29,384 -683 -2%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$333K 26,945 +4,578 +20%
MML Investors Services
28
MML Investors Services
Massachusetts
$325K 26,328 +3,476 +15%
LCM
29
Landscape Capital Management
New Jersey
$307K 24,871 +24,871 New
CRC
30
Curi RMB Capital
Illinois
$304K 24,636 -3,352 -12%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$298K 24,143 -3,604 -13%
DA
32
Doliver Advisors
Texas
$265K 21,456 -3,744 -15%
Ameriprise
33
Ameriprise
Minnesota
$254K 20,531 -1,612 -7%
LPL Financial
34
LPL Financial
California
$242K 19,594 +2,514 +15%
1IA
35
1834 Investment Advisors
Wisconsin
– – -18,200 Closed
LCM
36
Laurion Capital Management
New York
$202K 16,368 +16,368 New
Creative Planning
37
Creative Planning
Kansas
$200K 16,162 +5,000 +45%
SCA
38
STALEY CAPITAL ADVISERS
Pennsylvania
$185K 15,000 – –
SP
39
Successful Portfolios
Florida
$179K 14,478 +14,478 New
SBIA
40
Sheaff Brock Investment Advisors
Indiana
$177K 14,300 – –
WS
41
Wedbush Securities
California
$175K 14,209 +1,117 +9%
NL
42
NWAM LLC
Washington
$163K 13,172 – –
AGM
43
Alpine Global Management
New York
$152K 12,298 +12,298 New
FNFDCM
44
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$151K 12,262 – –
Squarepoint
45
Squarepoint
New York
$147K 11,876 +11,876 New
SIM
46
Sonora Investment Management
Arizona
$124K 10,000 – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$103K 8,303 -500 -6%
TJHA
48
Thomas J. Herzfeld Advisors
Florida
$89K 7,242 -12,548 -63%
TCM
49
Tradewinds Capital Management
Washington
$72K 5,796 – –
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$71K 5,725 – –
1
2
3