PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

81 hedge funds and large institutions have $74.7M invested in Putnam Municipal Opportunities Trust in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-12
Holders Change %
-12.9%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
28
Reduced
29
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$1.15M
2
GC
Guggenheim Capital
Illinois
+$1.14M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$683K
4
Wells Fargo
Wells Fargo
California
+$616K
5
Ameriprise
Ameriprise
Minnesota
+$216K

Top Sellers

1
PAS
Park Avenue Securities
New York
-$1.14M
2
VanEck Associates
VanEck Associates
New York
-$520K
3
AAM
Advisors Asset Management
Colorado
-$451K
4
LSC
Logan Stone Capital
Illinois
-$364K
5
HighTower Advisors
HighTower Advisors
Illinois
-$323K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$945K -$8.21K -806 -0.9%
SMC
27
Smith, Moore & Co
Missouri
$807K +$15.5K +1,519 +2%
Raymond James Financial
28
Raymond James Financial
Florida
$781K -$140K -13,776 -15%
RP
29
Riverbridge Partners
Minnesota
$732K +$63.7K +6,247 +10%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$488K +$11.1K +1,090 +2%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$464K +$10 +1 +0%
Osaic Holdings
32
Osaic Holdings
Arizona
$414K +$37.9K +3,720 +10%
TA
33
Tectonic Advisors
Texas
$366K +$4.87K +478 +1%
CWP
34
Cyndeo Wealth Partners
Florida
$355K -$38.3K -3,761 -10%
Stifel Financial
35
Stifel Financial
Missouri
$353K -$21.5K -2,108 -6%
Kovitz Investment Group Partners
36
Kovitz Investment Group Partners
Illinois
$326K – – –
TFCP
37
Twin Focus Capital Partners
Massachusetts
$319K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$270K -$223K -21,880 -45%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$257K +$51.6K +5,061 +25%
LBC
40
Leigh Baldwin & Co
New York
$257K +$3.43K +337 +1%
Invesco
41
Invesco
Georgia
$244K +$12.4K +1,212 +5%
GCP
42
Gill Capital Partners
Colorado
$235K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$226K +$32.1K +3,162 +17%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$218K -$13.8K -1,353 -6%
ICMP
45
Integrated Capital Management (Pennsylvania)
Pennsylvania
$215K +$7.49K +735 +4%
CAM
46
Cresset Asset Management
Illinois
$207K – – –
BB
47
Burford Brothers
Texas
$203K – – –
CIA
48
Concurrent Investment Advisors
Florida
$177K +$23.2K +2,275 +15%
MC
49
Moors & Cabot
Massachusetts
$174K +$1.44K +141 +0.8%
GCM
50
Generation Capital Management
New York
$171K -$62.5K -6,134 -27%
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