PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

58 hedge funds and large institutions have $86M invested in Putnam Municipal Opportunities Trust in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-5
Holders Change %
-7.94%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$11.1M
2
KIM
2
Karpus Investment Management
New York
$16.2M
3
COLIM
3
City of London Investment Management
United Kingdom
$1.74M
4
NES
4
New England Securities
New York
$382K
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$1.7M

Top Sellers

1
Invesco
1
Invesco
Georgia
$3.22M
2
RCM
2
Robinson Capital Management
Michigan
$0
3
PIA
3
Peachtree Investment Advisors
Georgia
$1.61M
4
GEM
4
Global Endowment Management
North Carolina
$1.9M
5
DA
5
Doliver Advisors
Texas
$304K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$30K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$22K +$22K +1,913 New
PFSC
53
Peoples Financial Services Corp
Pennsylvania
$20K – – –
FCCM
54
First City Capital Management
Georgia
$12.2K – – –
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$12K – – –
FAM
56
Formidable Asset Management
Ohio
$11K – – –
TJHA
57
Thomas J. Herzfeld Advisors
Florida
$9K – – –
1IC
58
1919 Investment Counsel
Maryland
$4K – – –
RCM
59
Robinson Capital Management
Michigan
– -$510K -44,177 Closed
VKH
60
Virtu KCG Holdings
New York
– -$154K -13,089 Closed
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
– -$124K -10,520 Closed
PAG
62
Private Advisor Group
New Jersey
– -$118K -10,050 Closed
PFO
63
Pathstone Family Office
New Jersey
– -$31K -2,646 Closed
BRWA
64
B. Riley Wealth Advisors
Florida
– -$5.1K -434 Closed
TRCT
65
Tower Research Capital (TRC)
New York
– -$2K -155 Closed
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