PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

59 hedge funds and large institutions have $68.6M invested in Putnam Municipal Opportunities Trust in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
14
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$2.69M
2
KIM
2
Karpus Investment Management
New York
$13.9M
3
FIMG
3
Financial & Investment Management Group
Michigan
$2.15M
4
GEM
4
Global Endowment Management
North Carolina
$2.13M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$1.54M

Top Sellers

1
FTCM
1
Fir Tree Capital Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.53M
3
1SB
3
1ST Source Bank
Indiana
$2.93M
4
FAAS
4
First Allied Advisory Services
California
$226K
5
GC
5
Guggenheim Capital
Illinois
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$13K -$2.15K -200 -14%
FHA
52
First Horizon Advisors
Tennessee
$12K – – –
FAM
53
Formidable Asset Management
Ohio
$10K – – –
SNT
54
Security National Trust
West Virginia
$9K – – –
FA
55
Financial Advantage
Maryland
$7K – – –
1IC
56
1919 Investment Counsel
Maryland
$4K – – –
TRCT
57
Tower Research Capital (TRC)
New York
$3K +$552 +57 +23%
OFG
58
OTA Financial Group
New York
$207 +$207 +19,354 New
FTCM
59
Fir Tree Capital Management
New York
– -$2.08M -190,518 Closed
NCM
60
Newgate Capital Management
Connecticut
– -$273K -24,941 Closed
DA
61
Doliver Advisors
Texas
– -$167K -15,273 Closed
PP
62
Paloma Partners
Connecticut
– -$142K -13,000 Closed
Jane Street
63
Jane Street
New York
– -$122K -11,137 Closed
AIG
64
American International Group
New York
– -$22.3K -2,037 Closed
WF
65
WealthTrust Fairport
Ohio
– -$21K -1,950 Closed
WA
66
WFG Advisors
Texas
– -$21K -1,900 Closed
CTC
67
Central Trust Company
Missouri
– -$5K -494 Closed
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