PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

70 hedge funds and large institutions have $49.6M invested in Putnam Municipal Opportunities Trust in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
15
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$5.69M
2
AWAG
ARS Wealth Advisors Group
Florida
+$652K
3
AAM
Advisors Asset Management
Colorado
+$439K
4
Ameriprise
Ameriprise
Minnesota
+$420K
5
VanEck Associates
VanEck Associates
New York
+$280K

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$892K
2
CCP
Clough Capital Partners
Massachusetts
-$464K
3
SMC
Smith, Moore & Co
Missouri
-$381K
4
Bank of America
Bank of America
North Carolina
-$347K
5
Wells Fargo
Wells Fargo
California
-$293K
Name Holding Trade Value Shares
Change 		Shares
Change %
DLG
26
Daniel L. Goodwin
$477K – – –
Millennium Management
27
Millennium Management
New York
$407K -$152K -16,568 -27%
Wells Fargo
28
Wells Fargo
California
$359K -$293K -31,824 -45%
SMC
29
Smith, Moore & Co
Missouri
$325K -$381K -41,422 -54%
NA
30
NewEdge Advisors
Louisiana
$315K -$147K -16,000 -32%
TA
31
Tectonic Advisors
Texas
$309K -$42.3K -4,603 -12%
LCM
32
Landscape Capital Management
New Jersey
$300K -$151K -16,457 -34%
RVPG
33
Relative Value Partners Group
$294K – – –
TFCP
34
Twin Focus Capital Partners
Massachusetts
$288K – – –
GCP
35
Gill Capital Partners
Colorado
$284K – – –
IA
36
IFP Advisors
Florida
$245K +$2.53K +275 +1%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$239K -$50.1K -5,440 -17%
CAM
38
Cresset Asset Management
Illinois
$202K – – –
ITIM
39
Indiana Trust & Investment Management
Indiana
$198K +$198K +21,500 New
EIP
40
Ellis Investment Partners
Pennsylvania
$169K +$1.74K +189 +1%
BRWA
41
B. Riley Wealth Advisors
Florida
$149K +$6.4K +693 +4%
CWM
42
Collaborative Wealth Management
Florida
$141K – – –
Stifel Financial
43
Stifel Financial
Missouri
$134K +$1.38K +150 +1%
Creative Planning
44
Creative Planning
Kansas
$131K +$131K +14,268 New
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$127K -$6.34K -689 -5%
SCM
46
Saba Capital Management
New York
$120K – – –
SCA
47
STALEY CAPITAL ADVISERS
Pennsylvania
$115K – – –
SP
48
Successful Portfolios
Florida
$114K – – –
MC
49
Moors & Cabot
Massachusetts
$113K +$828 +90 +0.7%
FFA
50
Farther Finance Advisors
California
$111K +$25.4K +2,758 +29%
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