PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

58 hedge funds and large institutions have $91.1M invested in Putnam Municipal Opportunities Trust in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NVIM
New Vernon Investment Management
Illinois
+$3.72M
2
KIM
Karpus Investment Management
New York
+$2.81M
3
AAM
Advisors Asset Management
Colorado
+$845K
4
Deutsche Bank
Deutsche Bank
Germany
+$528K
5
BAM
Brave Asset Management
New Jersey
+$495K

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$3.99M
2
Invesco
Invesco
Georgia
-$1.83M
3
Wells Fargo
Wells Fargo
California
-$1.09M
4
DA
Doliver Advisors
Texas
-$304K
5
BA
BlackRock Advisors
Delaware
-$291K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
51
Fifth Third Bancorp
Ohio
$30K – – –
PFSC
52
Peoples Financial Services Corp
Pennsylvania
$21K – – –
RAM
53
Riggs Asset Management
Pennsylvania
$18K -$18K -1,500 -50%
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$14K +$2K +167 +17%
FCCM
55
First City Capital Management
Georgia
$12.5K – – –
NFG
56
Next Financial Group
Texas
$12K +$12K +1,000 New
FAM
57
Formidable Asset Management
Ohio
$11K – – –
BRWA
58
B. Riley Wealth Advisors
Florida
$20 +$20 +1,684 New
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
– -$3.99M -340,622 Closed
DA
60
Doliver Advisors
Texas
– -$304K -25,946 Closed
BA
61
BlackRock Advisors
Delaware
– -$291K -24,900 Closed
WAM
62
Wolverine Asset Management
Illinois
– -$277K -23,758 Closed
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
– -$22K -1,913 Closed
TJHA
64
Thomas J. Herzfeld Advisors
Florida
– -$9K -800 Closed
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