PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

75 hedge funds and large institutions have $94.1M invested in Putnam Municipal Opportunities Trust in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$8.35M
2
PPA
Parametric Portfolio Associates
Washington
$4.57M
3
DWM
Dakota Wealth Management
Florida
$1.42M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$3.92M
5
COLIM
City of London Investment Management
United Kingdom
$985K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$43K
2
Bank of America
Bank of America
North Carolina
$2.71M
3
SIA
Sit Investment Associates
Minnesota
$675K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
5
ICM
Ionic Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DLG
26
Daniel L. Goodwin
$650K – – –
6M
27
6 Meridian
Kansas
$605K +$22.4K +1,966 +4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$595K -$6.16K -540 -1%
Stifel Financial
29
Stifel Financial
Missouri
$488K -$78.2K -6,889 -14%
RVPG
30
Relative Value Partners Group
$470K – – –
TFCP
31
Twin Focus Capital Partners
Massachusetts
$357K – – –
Cohen & Steers
32
Cohen & Steers
New York
$338K – – –
LPL Financial
33
LPL Financial
California
$338K +$3.28K +287 +1%
BAM
34
Brave Asset Management
New Jersey
$301K – – –
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$272K +$272K +23,800 New
FAAS
36
First Allied Advisory Services
California
$250K +$124K +10,809 +98%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$246K -$79.7K -6,997 -24%
AA
38
AQR Arbitrage
Connecticut
$241K +$4.56K +400 +2%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$194K +$164K +14,313 +540%
MML Investors Services
40
MML Investors Services
Massachusetts
$185K -$49.3K -4,315 -21%
AWS
41
AJ Wealth Strategies
New York
$183K +$183K +16,000 New
Creative Planning
42
Creative Planning
Kansas
$179K – – –
SCA
43
STALEY CAPITAL ADVISERS
Pennsylvania
$171K – – –
OC
44
Oppenheimer & Co
New York
$170K -$5.72K -500 -3%
Ameriprise
45
Ameriprise
Minnesota
$168K -$3.15K -276 -2%
SP
46
Successful Portfolios
Florida
$165K – – –
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$163K – – –
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$161K +$161K +14,136 New
WS
49
Wedbush Securities
California
$159K +$34 +3 +0%
TSS
50
Two Sigma Securities
New York
$150K +$150K +13,111 New
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