PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

70 hedge funds and large institutions have $60.3M invested in Putnam Municipal Opportunities Trust in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$917K
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.07M
3
Ameriprise
3
Ameriprise
Minnesota
$611K
4
UBS Group
4
UBS Group
Switzerland
$3.53M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$309K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$7.62M
2
Bank of America
2
Bank of America
North Carolina
$2.4M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$2.45M
4
GC
4
Guggenheim Capital
Illinois
$859K
5
BAM
5
Brave Asset Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DLG
26
Daniel L. Goodwin
$663K -$63.9K -5,000 -9%
Ameriprise
27
Ameriprise
Minnesota
$611K +$337K +26,376 +123%
GCP
28
Gill Capital Partners
Colorado
$585K -$5.42K -424 -0.9%
Stifel Financial
29
Stifel Financial
Missouri
$556K -$61.3K -4,794 -10%
RVPG
30
Relative Value Partners Group
$526K – – –
TFCP
31
Twin Focus Capital Partners
Massachusetts
$400K – – –
Cohen & Steers
32
Cohen & Steers
New York
$390K – – –
LPL Financial
33
LPL Financial
California
$384K +$145K +11,342 +61%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$309K +$309K +24,200 New
Creative Planning
35
Creative Planning
Kansas
$307K -$146K -11,400 -32%
IWA
36
IBEX Wealth Advisors
New Jersey
$267K -$23.4K -1,839 -8%
DADC
37
D.A. Davidson & Co
Montana
$257K – – –
AWS
38
AJ Wealth Strategies
New York
$254K – – –
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$253K +$6.38K +500 +3%
EIP
40
Ellis Investment Partners
Pennsylvania
$249K +$249K +19,536 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$248K -$8.2K -641 -3%
OC
42
Oppenheimer & Co
New York
$246K +$59.4K +4,645 +32%
Truist Financial
43
Truist Financial
North Carolina
$233K -$1.28K -100 -0.5%
SCA
44
STALEY CAPITAL ADVISERS
Pennsylvania
$192K – – –
SP
45
Successful Portfolios
Florida
$185K – – –
FAAS
46
First Allied Advisory Services
California
$181K -$8.75K -686 -5%
SW
47
SVB Wealth
Massachusetts
$178K -$90.9K -7,100 -34%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$176K – – –
WS
49
Wedbush Securities
California
$165K -$25.5K -2,000 -13%
SBIA
50
Sheaff Brock Investment Advisors
Indiana
$153K – – –
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