PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

70 hedge funds and large institutions have $75.9M invested in Putnam Municipal Opportunities Trust in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
21
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$3.94M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$2.03M
3
IWA
IBEX Wealth Advisors
New Jersey
$837K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.46M
5
LCM
Landscape Capital Management
New Jersey
$905K

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
$2.19M
2
SIA
Sit Investment Associates
Minnesota
$2.95M
3
Morgan Stanley
Morgan Stanley
New York
$2.89M
4
AAM
Advisors Asset Management
Colorado
$2.72M
5
RCM
Robinson Capital Management
Michigan
$6.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$491K +$13.4K +1,156 +3%
RVPG
27
Relative Value Partners Group
$478K – – –
BAM
28
Brave Asset Management
New Jersey
$424K -$118K -10,100 -22%
TFCP
29
Twin Focus Capital Partners
Massachusetts
$365K – – –
MML Investors Services
30
MML Investors Services
Massachusetts
$350K +$42.9K +3,681 +14%
Cohen & Steers
31
Cohen & Steers
New York
$345K – – –
LPL Financial
32
LPL Financial
California
$336K +$107K +9,196 +47%
FAAS
33
First Allied Advisory Services
California
$335K -$9.32K -795 -3%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$333K +$19.1K +1,641 +6%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$288K +$6.39K +548 +2%
Ameriprise
36
Ameriprise
Minnesota
$241K +$1.78K +153 +0.7%
1IA
37
1834 Investment Advisors
Wisconsin
$212K -$225K – –
Creative Planning
38
Creative Planning
Kansas
$188K – – –
ICM
39
Ionic Capital Management
New York
$177K +$177K +15,207 New
SCA
40
STALEY CAPITAL ADVISERS
Pennsylvania
$175K – – –
CRC
41
Curi RMB Capital
Illinois
$172K -$115K -9,893 -40%
SP
42
Successful Portfolios
Florida
$169K – – –
SBIA
43
Sheaff Brock Investment Advisors
Indiana
$167K – – –
WS
44
Wedbush Securities
California
$162K -$3.46K -297 -2%
DA
45
Doliver Advisors
Texas
$158K -$92.7K -7,936 -37%
AA
46
AQR Arbitrage
Connecticut
$157K +$157K +13,439 New
DWM
47
Dakota Wealth Management
Florida
$150K +$150K +12,900 New
FNFDCM
48
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$143K – – –
Millennium Management
49
Millennium Management
New York
$122K +$122K +10,497 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$121K +$121K +10,362 New
1
2
3 4