PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

87 hedge funds and large institutions have $64.1M invested in Putnam Municipal Opportunities Trust in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 10 closing their positions.

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
26
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$1.23M
2
RCM
2
Rivernorth Capital Management
Florida
$1.14M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.36M
4
LPL Financial
4
LPL Financial
California
$1.05M
5
SCM
5
Saba Capital Management
New York
$464K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$7.23M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$3.22M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$393K
4
RVPG
4
Relative Value Partners Group
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NMC
26
Nine Masts Capital
Hong Kong
$674K 65,644 +498 +0.8%
OC
27
Oppenheimer & Co
New York
$623K 60,687 +5,114 +9%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$487K 47,439 -3,518 -7%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$473K 46,109 -22,178 -32%
SCM
30
Saba Capital Management
New York
$464K 45,223 +45,223 New
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$422K 41,086 +41,086 New
1SB
32
1ST Source Bank
Indiana
$408K 39,791 -22,103 -36%
Nomura Holdings
33
Nomura Holdings
Japan
$402K 39,175 +10,000 +34%
Osaic Holdings
34
Osaic Holdings
Arizona
$393K 38,309 -80,225 -68%
AA
35
AQR Arbitrage
Connecticut
$366K 35,877 +35,877 New
SMC
36
Smith, Moore & Co
Missouri
$366K 35,624 -330 -0.9%
TA
37
Tectonic Advisors
Texas
$356K 34,702 +364 +1%
BW
38
Bison Wealth
Georgia
$344K 33,889 – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$338K 32,920 -20,138 -38%
Stifel Financial
40
Stifel Financial
Missouri
$334K 32,561 +6,394 +24%
TFCP
41
Twin Focus Capital Partners
Massachusetts
$321K 31,294 – –
WAM
42
Wolverine Asset Management
Illinois
$301K 29,384 +25,714 +701%
IA
43
IFP Advisors
Florida
$281K 27,388 +193 +0.7%
NA
44
NewEdge Advisors
Louisiana
$262K 25,555 +37 +0.1%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$262K 25,514 +11,708 +85%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$249K 21,783 -9,830 -31%
TWP
47
Tyche Wealth Partners
Texas
$243K 23,712 +14 +0.1%
GCP
48
Gill Capital Partners
Colorado
$237K 23,090 – –
CAM
49
Cresset Asset Management
Illinois
$225K 21,900 -280 -1%
S
50
Sunpointe
Missouri
$216K 21,019 +21,019 New
1
2
3 4