PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

63 hedge funds and large institutions have $68.8M invested in Putnam Municipal Opportunities Trust in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
13
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$2.49M
2
IWA
2
IBEX Wealth Advisors
New Jersey
$1.14M
3
Cohen & Steers
3
Cohen & Steers
New York
$408K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$303K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$440K

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$1.61M
2
LCM
2
Landscape Capital Management
New Jersey
$0
3
MSL
3
Mackay Shields LLC
New York
$15.4M
4
RCM
4
Robinson Capital Management
Michigan
$5.75M
5
GC
5
Guggenheim Capital
Illinois
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$57K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$35K – – –
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$32K – – –
LNB
54
Ledyard National Bank
$24K +$24K +1,900 New
PFSC
55
Peoples Financial Services Corp
Pennsylvania
$21K – – –
RAM
56
Riggs Asset Management
Pennsylvania
$19K – – –
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$15K +$15K +1,200 New
KF
58
Krilogy Financial
Missouri
$13K – – –
HA
59
Harfst & Associates
Wyoming
$12K – – –
PCP
60
Proficio Capital Partners
Massachusetts
$9K -$14.7K -1,172 -62%
WA
61
WFG Advisors
Texas
$6K – – –
MA
62
MUFG Americas
New York
$5K -$22K -1,900 -82%
CFA
63
Carroll Financial Associates
North Carolina
$4K – – –
MWM
64
Mascoma Wealth Management
New Hampshire
$4K +$4K +300 New
LCM
65
Landscape Capital Management
New Jersey
– -$885K -73,990 Closed
CRC
66
Curi RMB Capital
Illinois
– -$249K -20,765 Closed
SG Americas Securities
67
SG Americas Securities
New York
– -$191K -15,923 Closed
OC
68
Oppenheimer & Co
New York
– -$157K -13,100 Closed
BTS
69
BB&T Securities
Virginia
– -$128K -10,658 Closed
ZIC
70
ZWJ Investment Counsel
Georgia
– -$127K -10,581 Closed
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