PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

63 hedge funds and large institutions have $72.2M invested in Putnam Municipal Opportunities Trust in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
–
Holders Change %
0%
% 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
8
Increased
18
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$3.92M
2
RCM
2
Robinson Capital Management
Michigan
$6.91M
3
Invesco
3
Invesco
Georgia
$2.01M
4
GC
4
Guggenheim Capital
Illinois
$5.05M
5
Bank of America
5
Bank of America
North Carolina
$3.92M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$0
2
Wells Fargo
2
Wells Fargo
California
$2.74M
3
AAM
3
Advisors Asset Management
Colorado
$3.07M
4
WS
4
Wedbush Securities
California
$165K
5
HK
5
Horizon Kinetics
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$60K – – –
US Bancorp
52
US Bancorp
Minnesota
$57K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$35K – – –
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$32K – – –
KF
55
Krilogy Financial
Missouri
$24K -$13K – –
LNB
56
Ledyard National Bank
$24K – – –
PFSC
57
Peoples Financial Services Corp
Pennsylvania
$22K – – –
RAM
58
Riggs Asset Management
Pennsylvania
$19K – – –
JPMorgan Chase & Co
59
JPMorgan Chase & Co
New York
$15K – – –
PCP
60
Proficio Capital Partners
Massachusetts
$9K – – –
Citigroup
61
Citigroup
New York
$5K +$5K +400 New
CFA
62
Carroll Financial Associates
North Carolina
$4K – – –
BCI
63
Brinker Capital Investments
Pennsylvania
$3K +$3K +255 New
ClearBridge Investments
64
ClearBridge Investments
New York
$1K +$1K +80 New
Fiera Capital (Canada)
65
Fiera Capital (Canada)
Quebec, Canada
– -$1.61M -128,752 Closed
HK
66
Horizon Kinetics
New York
– -$175K -13,997 Closed
LNWWM
67
Laird Norton Wetherby Wealth Management
California
– -$129K -10,319 Closed
NA
68
NewEdge Advisors
Louisiana
– -$115K -9,131 Closed
HA
69
Harfst & Associates
Wyoming
– -$12K -981 Closed
MA
70
MUFG Americas
New York
– -$5K -431 Closed
MWM
71
Mascoma Wealth Management
New Hampshire
– -$4K -300 Closed
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