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PMO

Putnam Municipal Opportunities Trust

87 hedge funds and large institutions have $92.7M invested in Putnam Municipal Opportunities Trust in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $81.4M → $92.7M (+$11.3M)

2.45% more ownership

Funds ownership: 24.79%27.23% (+2.4%)

2% more funds holding

Funds holding: 8587 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
29
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
26
Park Avenue Securities
New York
$1.16M -$25.3K -2,437 -2%
IA
27
Intellus Advisors
Florida
$1.08M -$15K -1,444 -1%
NRW
28
Nova R Wealth
Kansas
$996K
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$957K -$45K -4,329 -5%
CIA
30
Capital Investment Advisors
Georgia
$842K -$120K -11,515 -13%
Stifel Financial
31
Stifel Financial
Missouri
$841K +$57.1K +5,491 +8%
Raymond James Financial
32
Raymond James Financial
Florida
$710K +$6.87K +660 +1%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$567K +$551K +53,009 New
NWMP
34
Noble Wealth Management PBC
Colorado
$445K -$25K -2,400 -5%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$412K +$88.3K +8,494 +28%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$347K -$24K -2,312 -7%
P
37
&Partners
Tennessee
$335K +$326K +31,332 New
TFCP
38
Twin Focus Capital Partners
Massachusetts
$335K
Osaic Holdings
39
Osaic Holdings
Arizona
$331K -$93.1K -8,952 -22%
CWP
40
Cyndeo Wealth Partners
Florida
$278K +$302 +29 +0.1%
HighTower Advisors
41
HighTower Advisors
Illinois
$258K +$33.9K +3,256 +16%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$248K +$25K +2,406 +12%
ICMP
43
Integrated Capital Management (Pennsylvania)
Pennsylvania
$245K -$2.53K -243 -1%
GCM
44
Generation Capital Management
New York
$243K +$62.4K +6,000 +36%
ACA
45
Ackerman Capital Advisors
Texas
$241K +$25.7K +2,475 +12%
SWP
46
Stratos Wealth Partners
Ohio
$239K
CEFA
47
Closed-End Fund Advisors
Virginia
$232K +$225K +21,640 New
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$230K -$12.7K -1,223 -5%
CCG
49
Catalina Capital Group
California
$220K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$218K