PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

70 hedge funds and large institutions have $91.6M invested in Putnam Municipal Opportunities Trust in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$18.3M
2
CWM
Cornerstone Wealth Management
Missouri
$1.56M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$2.96M
4
PPA
Parametric Portfolio Associates
Washington
$3M
5
RCM
Robinson Capital Management
Michigan
$7.14M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$1.1M
2
AAM
Advisors Asset Management
Colorado
$1.79M
3
Wells Fargo
Wells Fargo
California
$1.95M
4
Morgan Stanley
Morgan Stanley
New York
$2.57M
5
1IA
1834 Investment Advisors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
6M
26
6 Meridian
Kansas
$596K +$41.3K +3,540 +7%
Stifel Financial
27
Stifel Financial
Missouri
$581K +$86.6K +7,437 +18%
HFS
28
HL Financial Services
Kentucky
$527K +$527K +45,106 New
RVPG
29
Relative Value Partners Group
$481K – – –
TFCP
30
Twin Focus Capital Partners
Massachusetts
$366K – – –
Cohen & Steers
31
Cohen & Steers
New York
$346K – – –
LPL Financial
32
LPL Financial
California
$343K +$6.37K +545 +2%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$333K – – –
BAM
34
Brave Asset Management
New Jersey
$308K -$117K -10,000 -28%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$298K +$9.48K +811 +3%
ICM
36
Ionic Capital Management
New York
$294K +$117K +9,981 +66%
AA
37
AQR Arbitrage
Connecticut
$242K +$85.2K +7,306 +54%
MML Investors Services
38
MML Investors Services
Massachusetts
$240K -$111K -9,502 -32%
Creative Planning
39
Creative Planning
Kansas
$184K -$5.22K -446 -3%
OC
40
Oppenheimer & Co
New York
$179K +$179K +15,350 New
Ameriprise
41
Ameriprise
Minnesota
$175K -$66.5K -5,697 -28%
SCA
42
STALEY CAPITAL ADVISERS
Pennsylvania
$175K – – –
SP
43
Successful Portfolios
Florida
$169K – – –
SBIA
44
Sheaff Brock Investment Advisors
Indiana
$167K – – –
WS
45
Wedbush Securities
California
$163K +$23 +2 +0%
FNFDCM
46
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$143K – – –
DA
47
Doliver Advisors
Texas
$135K -$22.5K -1,934 -14%
FAAS
48
First Allied Advisory Services
California
$129K -$205K -17,544 -61%
LNWWM
49
Laird Norton Wetherby Wealth Management
California
$121K +$121K +10,319 New
SIM
50
Sonora Investment Management
Arizona
$117K – – –
1
2
3 4