PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

74 hedge funds and large institutions have $92.8M invested in Putnam Municipal Opportunities Trust in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
25
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$7.07M
2
PPA
Parametric Portfolio Associates
Washington
+$1.32M
3
1CP
1607 Capital Partners
Virginia
+$646K
4
COLIM
City of London Investment Management
United Kingdom
+$421K
5
AAM
Advisors Asset Management
Colorado
+$391K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.73M
2
RCM
Robinson Capital Management
Michigan
-$5.28M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.32M
4
AA
AQR Arbitrage
Connecticut
-$975K
5
KIM
Karpus Investment Management
New York
-$967K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
26
Karpus Investment Management
New York
$701K -$967K -78,434 -58%
DLG
27
Daniel L. Goodwin
$698K – – –
DWM
28
Dakota Wealth Management
Florida
$602K -$507K -41,309 -46%
Stifel Financial
29
Stifel Financial
Missouri
$569K +$26.5K +2,171 +5%
RVPG
30
Relative Value Partners Group
$505K – – –
TFCP
31
Twin Focus Capital Partners
Massachusetts
$384K – – –
Cohen & Steers
32
Cohen & Steers
New York
$363K – – –
Ameriprise
33
Ameriprise
Minnesota
$361K +$77.2K +6,292 +27%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$316K +$51.4K +4,198 +19%
IWA
35
IBEX Wealth Advisors
New Jersey
$314K -$249K -20,325 -44%
WS
36
Wedbush Securities
California
$296K -$6.63K -541 -2%
BAM
37
Brave Asset Management
New Jersey
$286K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$240K +$239K +19,487 +16,656%
LPL Financial
39
LPL Financial
California
$234K +$6.06K +495 +3%
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$220K -$27.4K -2,237 -11%
FAAS
41
First Allied Advisory Services
California
$220K +$11K +900 +5%
BTS
42
BB&T Securities
Virginia
$190K +$190K +15,550 New
SCA
43
STALEY CAPITAL ADVISERS
Pennsylvania
$184K – – –
PWAC
44
Private Wealth Advisors (California)
California
$184K +$3.64K +297 +2%
Creative Planning
45
Creative Planning
Kansas
$182K -$6.14K -502 -3%
SP
46
Successful Portfolios
Florida
$178K – – –
SBIA
47
Sheaff Brock Investment Advisors
Indiana
$175K – – –
MWM
48
Merriman Wealth Management
Washington
$172K +$172K +14,000 New
MML Investors Services
49
MML Investors Services
Massachusetts
$166K -$2.01K -164 -1%
OC
50
Oppenheimer & Co
New York
$163K -$2.45K -200 -1%
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