PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

98 hedge funds and large institutions have $74.2M invested in Putnam Municipal Opportunities Trust in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
24
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
$3.9M
2
1CP
1607 Capital Partners
Virginia
$2.57M
3
GC
Guggenheim Capital
Illinois
$3.58M
4
MC
Matisse Capital
Oregon
$2.07M
5
LSC
Logan Stone Capital
Illinois
$2.57M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$0
2
Ameriprise
Ameriprise
Minnesota
$2.19M
3
LCM
Landscape Capital Management
New Jersey
$477K
4
SCM
Saba Capital Management
New York
$0
5
Invesco
Invesco
Georgia
$521K
Name Holding Trade Value Shares
Change 		Shares
Change %
NMC
26
Nine Masts Capital
Hong Kong
$867K +$152K +13,935 +21%
RP
27
Riverbridge Partners
Minnesota
$728K +$728K +66,799 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$725K -$10.1K -926 -1%
SMC
29
Smith, Moore & Co
Missouri
$723K +$335K +30,712 +86%
WAM
30
Wolverine Asset Management
Illinois
$692K +$372K +34,104 +116%
KIM
31
Karpus Investment Management
New York
$674K +$674K +61,850 New
OC
32
Oppenheimer & Co
New York
$547K -$114K -10,478 -17%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$544K +$185K +16,957 +52%
Invesco
34
Invesco
Georgia
$521K -$439K -40,291 -46%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$499K -$3.6K -330 -0.7%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$497K -$20.3K -1,862 -4%
LCM
37
Landscape Capital Management
New Jersey
$477K -$753K -69,074 -61%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$448K – – –
1SB
39
1ST Source Bank
Indiana
$434K – – –
Stifel Financial
40
Stifel Financial
Missouri
$388K +$33.1K +3,040 +9%
TA
41
Tectonic Advisors
Texas
$382K +$3.84K +352 +1%
Osaic Holdings
42
Osaic Holdings
Arizona
$372K -$45.5K -4,173 -11%
CWP
43
Cyndeo Wealth Partners
Florida
$357K +$357K +32,793 New
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$349K +$349K +32,000 New
TFCP
45
Twin Focus Capital Partners
Massachusetts
$341K – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$267K +$267K +25,095 New
GCP
47
Gill Capital Partners
Colorado
$252K – – –
CAM
48
Cresset Asset Management
Illinois
$239K – – –
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$236K +$918 +85 +0.4%
S
50
Sunpointe
Missouri
$229K -$1.04K -95 -0.5%
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