PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

70 hedge funds and large institutions have $50.1M invested in Putnam Municipal Opportunities Trust in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
18
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.24M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.54M
3
AAM
3
Advisors Asset Management
Colorado
$1.02M
4
Millennium Management
4
Millennium Management
New York
$621K
5
VanEck Associates
5
VanEck Associates
New York
$1.78M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$7.57M
2
LPL Financial
2
LPL Financial
California
$638K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.39M
4
Wells Fargo
4
Wells Fargo
California
$723K
5
RJA
5
Raymond James & Associates
Florida
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$513K -$91.2K -8,931 -15%
LCM
27
Landscape Capital Management
New Jersey
$501K +$204K +19,992 +69%
CCP
28
Clough Capital Partners
Massachusetts
$464K +$464K +45,400 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$419K -$89.3K -8,742 -18%
TA
30
Tectonic Advisors
Texas
$390K +$4.68K +458 +1%
WAM
31
Wolverine Asset Management
Illinois
$372K +$239K +23,436 +181%
RVPG
32
Relative Value Partners Group
$327K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$321K -$22.4K -2,195 -7%
TFCP
34
Twin Focus Capital Partners
Massachusetts
$320K – – –
GCP
35
Gill Capital Partners
Colorado
$315K – – –
IA
36
IFP Advisors
Florida
$269K -$97.7K -9,565 -27%
CAM
37
Cresset Asset Management
Illinois
$224K +$224K +21,900 New
QL
38
Quarry LP
New York
$206K +$206K +20,200 New
EIP
39
Ellis Investment Partners
Pennsylvania
$186K +$2.22K +217 +1%
BRWA
40
B. Riley Wealth Advisors
Florida
$159K +$82 +8 +0.1%
CWM
41
Collaborative Wealth Management
Florida
$156K – – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$148K +$148K +14,536 New
Stifel Financial
43
Stifel Financial
Missouri
$147K -$63.1K -6,184 -30%
AWM
44
Avior Wealth Management
Nebraska
$136K -$204 -20 -0.1%
SCM
45
Saba Capital Management
New York
$133K +$133K +13,042 New
SCA
46
STALEY CAPITAL ADVISERS
Pennsylvania
$128K – – –
SP
47
Successful Portfolios
Florida
$127K – – –
MC
48
Moors & Cabot
Massachusetts
$124K +$11.3K +1,103 +10%
SBIA
49
Sheaff Brock Investment Advisors
Indiana
$123K – – –
PWAC
50
Private Wealth Advisors (California)
California
$120K – – –
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2
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