PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

82 hedge funds and large institutions have $71.2M invested in Putnam Municipal Opportunities Trust in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
22
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$6.2M
2
SCM
2
Saba Capital Management
New York
$2.9M
3
RCM
3
Robinson Capital Management
Michigan
$9.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.53M
5
RIL
5
Rothschild Investment LLC
Illinois
$1.99M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$6.67M
2
AWAG
2
ARS Wealth Advisors Group
Florida
$154K
3
WAM
3
Wolverine Asset Management
Illinois
$17.4K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.37M
5
Bank of America
5
Bank of America
North Carolina
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$560K -$108K -10,530 -16%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$549K -$145K -14,138 -21%
Millennium Management
28
Millennium Management
New York
$463K +$9.97K +975 +2%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$451K +$451K +39,041 New
TA
30
Tectonic Advisors
Texas
$348K +$3.86K +377 +1%
SMC
31
Smith, Moore & Co
Missouri
$332K -$29.7K -2,906 -8%
RVPG
32
Relative Value Partners Group
$327K – – –
TFCP
33
Twin Focus Capital Partners
Massachusetts
$320K – – –
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$301K +$159K +15,573 +112%
BW
35
Bison Wealth
Georgia
$292K +$292K +28,498 New
Cohen & Steers
36
Cohen & Steers
New York
$286K -$266K -26,000 -48%
IA
37
IFP Advisors
Florida
$275K +$3.06K +299 +1%
PI
38
Putnam Investments
Massachusetts
$255K +$255K +24,892 New
TWP
39
Tyche Wealth Partners
Texas
$242K +$242K +23,685 New
NA
40
NewEdge Advisors
Louisiana
$237K -$113K -11,050 -32%
GCP
41
Gill Capital Partners
Colorado
$236K -$79.2K -7,737 -25%
CAM
42
Cresset Asset Management
Illinois
$225K – – –
Stifel Financial
43
Stifel Financial
Missouri
$225K +$75.8K +7,414 +51%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$218K -$47.3K -4,629 -18%
BB
45
Burford Brothers
Texas
$204K +$204K +19,900 New
HNB
46
Huntington National Bank
Ohio
$198K – – –
EIP
47
Ellis Investment Partners
Pennsylvania
$190K +$2.16K +211 +1%
BRWA
48
B. Riley Wealth Advisors
Florida
$173K +$7.06K +688 +4%
CWM
49
Collaborative Wealth Management
Florida
$157K – – –
AWAG
50
ARS Wealth Advisors Group
Florida
$154K -$570K -55,742 -79%
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