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Putnam Municipal Opportunities Trust

87 hedge funds and large institutions have $89.9M invested in Putnam Municipal Opportunities Trust in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0.2% more ownership

Funds ownership: 27.23%27.43% (+0.2%)

0% more funds holding

Funds holding: 8787 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $92.7M → $89.9M (-$2.77M)

Holders
87
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
30
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$938K +$261K +24,685 +37%
Stifel Financial
27
Stifel Financial
Missouri
$835K +$26.6K +2,512 +3%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$826K -$97.8K -9,243 -10%
RP
29
Riverbridge Partners
Minnesota
$791K -$438K -41,388 -35%
SMC
30
Smith, Moore & Co
Missouri
$779K -$419K -39,586 -34%
CIA
31
Capital Investment Advisors
Georgia
$761K -$50.5K -4,774 -6%
KIM
32
Karpus Investment Management
New York
$656K -$1.04M -97,922 -61%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$500K +$513K +48,497 New
STA
34
Summit Trail Advisors
New York
$442K +$454K +42,882 New
NWMP
35
Noble Wealth Management PBC
Colorado
$440K +$12.2K +1,150 +3%
ACA
36
Ackerman Capital Advisors
Texas
$396K +$169K +15,927 +71%
P
37
&Partners
Tennessee
$351K +$28.9K +2,730 +9%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$338K +$3.85K +364 +1%
Osaic Holdings
39
Osaic Holdings
Arizona
$332K +$12.8K +1,211 +4%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$324K -$75.6K -7,147 -19%
TFCP
41
Twin Focus Capital Partners
Massachusetts
$322K
CWP
42
Cyndeo Wealth Partners
Florida
$294K +$26.6K +2,512 +10%
SWP
43
Stratos Wealth Partners
Ohio
$267K +$38.4K +3,630 +16%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$256K -$298K -28,200 -53%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$250K +$11K +1,041 +4%
GCM
46
Generation Capital Management
New York
$234K
CEFA
47
Closed-End Fund Advisors
Virginia
$223K
CCG
48
Catalina Capital Group
California
$211K
CAM
49
Cresset Asset Management
Illinois
$209K
OC
50
Oppenheimer & Co
New York
$208K +$286 +27 +0.1%