PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

79 hedge funds and large institutions have $94.9M invested in Putnam Municipal Opportunities Trust in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
22
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$10.2M
2
RCM
Rivernorth Capital Management
Florida
+$6.82M
3
Wells Fargo
Wells Fargo
California
+$2.24M
4
LNC
Lincoln National Corp
Pennsylvania
+$1.18M
5
AA
AQR Arbitrage
Connecticut
+$738K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$16.7M
2
CWM
Cornerstone Wealth Management
Missouri
-$1.56M
3
GC
Guggenheim Capital
Illinois
-$1.26M
4
Invesco
Invesco
Georgia
-$947K
5
Bank of America
Bank of America
North Carolina
-$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$698K +$112K +9,990 +19%
1CP
27
1607 Capital Partners
Virginia
$685K +$636K +56,600 +1,286%
HFS
28
HL Financial Services
Kentucky
$681K – – –
SIA
29
Sit Investment Associates
Minnesota
$664K – – –
DLG
30
Daniel L. Goodwin
$638K – – –
GCP
31
Gill Capital Partners
Colorado
$610K +$610K +46,175 New
IWA
32
IBEX Wealth Advisors
New Jersey
$516K -$221K -19,643 -30%
Stifel Financial
33
Stifel Financial
Missouri
$499K +$16K +1,427 +3%
RVPG
34
Relative Value Partners Group
$466K – – –
6M
35
6 Meridian
Kansas
$397K -$198K -17,649 -33%
TFCP
36
Twin Focus Capital Partners
Massachusetts
$351K – – –
Cohen & Steers
37
Cohen & Steers
New York
$333K – – –
WS
38
Wedbush Securities
California
$277K +$121K +10,776 +77%
BAM
39
Brave Asset Management
New Jersey
$262K -$33.7K -3,000 -11%
Ameriprise
40
Ameriprise
Minnesota
$257K +$93.6K +8,422 +57%
Millennium Management
41
Millennium Management
New York
$251K +$251K +22,321 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$243K +$191 +17 +0.1%
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$226K +$226K +20,167 New
LPL Financial
44
LPL Financial
California
$209K -$124K -11,012 -37%
FAAS
45
First Allied Advisory Services
California
$193K -$53.1K -4,714 -22%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$189K -$78.8K -7,000 -29%
Creative Planning
47
Creative Planning
Kansas
$173K -$3.76K -334 -2%
SCA
48
STALEY CAPITAL ADVISERS
Pennsylvania
$168K – – –
PWAC
49
Private Wealth Advisors (California)
California
$165K +$165K +14,702 New
SP
50
Successful Portfolios
Florida
$163K – – –
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2
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