PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

88 hedge funds and large institutions have $74.1M invested in Putnam Municipal Opportunities Trust in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
24
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$1.31M
2
GC
Guggenheim Capital
Illinois
+$1.24M
3
PAS
Park Avenue Securities
New York
+$1.13M
4
RCM
Robinson Capital Management
Michigan
+$875K
5
AAM
Advisors Asset Management
Colorado
+$594K

Top Sellers

1
RIL
Rothschild Investment LLC
Illinois
-$1.59M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.1M
3
UBS Group
UBS Group
Switzerland
-$1.06M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$464K
5
Morgan Stanley
Morgan Stanley
New York
-$432K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
26
Capital Investment Advisors
Georgia
$900K -$41.3K -4,175 -4%
RCM
27
Robinson Capital Management
Michigan
$875K +$875K +88,439 New
Invesco
28
Invesco
Georgia
$779K +$542K +54,761 +228%
SMC
29
Smith, Moore & Co
Missouri
$771K -$12.1K -1,228 -2%
RP
30
Riverbridge Partners
Minnesota
$741K +$30.7K +3,101 +4%
Raymond James Financial
31
Raymond James Financial
Florida
$694K -$64.3K -6,503 -8%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$391K -$82.2K -8,318 -17%
Osaic Holdings
33
Osaic Holdings
Arizona
$369K -$41.9K -4,136 -10%
TA
34
Tectonic Advisors
Texas
$359K +$4.1K +415 +1%
Stifel Financial
35
Stifel Financial
Missouri
$340K -$2.53K -256 -0.7%
Kovitz Investment Group Partners
36
Kovitz Investment Group Partners
Illinois
$316K – – –
TFCP
37
Twin Focus Capital Partners
Massachusetts
$309K – – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$282K +$32.5K +3,283 +13%
LBC
39
Leigh Baldwin & Co
New York
$252K +$2.89K +292 +1%
CWP
40
Cyndeo Wealth Partners
Florida
$252K -$93K -9,399 -27%
ICMP
41
Integrated Capital Management (Pennsylvania)
Pennsylvania
$247K +$39.1K +3,958 +19%
GCP
42
Gill Capital Partners
Colorado
$228K – – –
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$222K +$9.83K +994 +5%
HighTower Advisors
44
HighTower Advisors
Illinois
$219K +$219K +22,168 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$218K -$1.7K -172 -0.8%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$204K -$58.1K -5,877 -22%
CCG
47
Catalina Capital Group
California
$203K +$203K +20,515 New
CAM
48
Cresset Asset Management
Illinois
$201K – – –
ANBT
49
American National Bank & Trust
Texas
$198K +$198K +20,000 New
BB
50
Burford Brothers
Texas
$197K – – –
1
2
3 4