PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

75 hedge funds and large institutions have $60.7M invested in Putnam Municipal Opportunities Trust in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.59M
2
SCA
2
Snowden Capital Advisors
New York
$241K
3
OFG
3
OTA Financial Group
New York
$224K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.46M
5
GWS
5
Glassman Wealth Services
Virginia
$114K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$4.4M
2
AAM
2
Advisors Asset Management
Colorado
$1.72M
3
Invesco
3
Invesco
Georgia
$3.17M
4
SW
4
SVB Wealth
Massachusetts
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
26
Smith, Moore & Co
Missouri
$729K -$5.15K -397 -0.7%
DLG
27
Daniel L. Goodwin
$672K – – –
Ameriprise
28
Ameriprise
Minnesota
$619K -$1.4K -108 -0.2%
GCP
29
Gill Capital Partners
Colorado
$584K -$9.69K -747 -2%
Stifel Financial
30
Stifel Financial
Missouri
$563K -$1.68K -129 -0.3%
RVPG
31
Relative Value Partners Group
$534K – – –
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$427K +$113K +8,742 +36%
LPL Financial
33
LPL Financial
California
$426K +$36.7K +2,830 +9%
TFCP
34
Twin Focus Capital Partners
Massachusetts
$406K – – –
OC
35
Oppenheimer & Co
New York
$314K +$64.8K +5,000 +26%
MAFM
36
Mid Atlantic Financial Management
Pennsylvania
$274K +$11.9K +900 +5%
IWA
37
IBEX Wealth Advisors
New Jersey
$265K -$6.62K -511 -2%
DADC
38
D.A. Davidson & Co
Montana
$261K – – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$259K +$7.33K +565 +3%
AWS
40
AJ Wealth Strategies
New York
$258K – – –
EIP
41
Ellis Investment Partners
Pennsylvania
$255K +$2.02K +156 +0.8%
SCA
42
Snowden Capital Advisors
New York
$241K +$241K +18,610 New
Cohen & Steers
43
Cohen & Steers
New York
$233K -$163K -12,572 -41%
OFG
44
OTA Financial Group
New York
$224K +$224K +17,271 New
Truist Financial
45
Truist Financial
North Carolina
$214K -$22K -1,702 -9%
Creative Planning
46
Creative Planning
Kansas
$200K -$112K -8,626 -36%
SCA
47
STALEY CAPITAL ADVISERS
Pennsylvania
$195K – – –
SP
48
Successful Portfolios
Florida
$188K – – –
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$179K – – –
FAAS
50
First Allied Advisory Services
California
$177K -$6.6K -510 -4%
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