PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

93 hedge funds and large institutions have $75.4M invested in Putnam Municipal Opportunities Trust in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-5
Holders Change %
-5.1%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
32
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
$3.49M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$5.83M
3
AAM
Advisors Asset Management
Colorado
$2.95M
4
1CP
1607 Capital Partners
Virginia
$3.67M
5
Morgan Stanley
Morgan Stanley
New York
$4.18M

Top Sellers

1
LSC
Logan Stone Capital
Illinois
$364K
2
WAM
Wolverine Asset Management
Illinois
$0
3
NMC
Nine Masts Capital
Hong Kong
$271K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$947K
5
1SB
1ST Source Bank
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$947K -$465K -45,931 -33%
NRW
27
Nova R Wealth
Kansas
$943K – – –
Raymond James Financial
28
Raymond James Financial
Florida
$916K +$916K +90,453 New
SMC
29
Smith, Moore & Co
Missouri
$787K +$115K +11,376 +17%
RP
30
Riverbridge Partners
Minnesota
$665K -$12K -1,181 -2%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$490K -$15.2K -1,497 -3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$474K -$200K -19,698 -30%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$461K -$2.51K -248 -0.5%
CWP
34
Cyndeo Wealth Partners
Florida
$391K +$59.1K +5,836 +18%
Osaic Holdings
35
Osaic Holdings
Arizona
$373K +$27.6K +2,729 +8%
Stifel Financial
36
Stifel Financial
Missouri
$372K +$11.3K +1,112 +3%
LSC
37
Logan Stone Capital
Illinois
$364K -$2.03M -199,937 -85%
TA
38
Tectonic Advisors
Texas
$359K +$3.48K +343 +1%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$324K – – –
HighTower Advisors
40
HighTower Advisors
Illinois
$323K +$68.4K +6,750 +27%
Jane Street
41
Jane Street
New York
$318K +$318K +31,441 New
TFCP
42
Twin Focus Capital Partners
Massachusetts
$317K – – –
Nomura Holdings
43
Nomura Holdings
Japan
$304K +$192K +18,975 +173%
NMC
44
Nine Masts Capital
Hong Kong
$271K -$535K -52,843 -66%
LBC
45
Leigh Baldwin & Co
New York
$252K +$252K +24,883 New
GCP
46
Gill Capital Partners
Colorado
$234K – – –
GCM
47
Generation Capital Management
New York
$232K +$232K +22,882 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$231K +$9.08K +896 +4%
Invesco
49
Invesco
Georgia
$231K -$254K -25,069 -52%
CAM
50
Cresset Asset Management
Illinois
$206K -$16.3K -1,600 -7%
1
2
3 4 5