PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

65 hedge funds and large institutions have $73.3M invested in Putnam Municipal Opportunities Trust in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
16
Closed
7
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$13K

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$5.81M
2
Invesco
2
Invesco
Georgia
$2.8M
3
SMC
3
Smith, Moore & Co
Missouri
$759K
4
RCM
4
Robinson Capital Management
Michigan
$7.19M
5
SIA
5
Sit Investment Associates
Minnesota
$3.98M

Top Sellers

1
IWA
1
IBEX Wealth Advisors
New Jersey
$0
2
YP
2
Yellowstone Partners
Idaho
$0
3
PPA
3
Parametric Portfolio Associates
Washington
$3.56M
4
1IA
4
1834 Investment Advisors
Wisconsin
$225K
5
FPCP
5
Fort Point Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$67K 5,503 – –
IA
52
IFP Advisors
Florida
$56K 4,568 -167 -4%
US Bancorp
53
US Bancorp
Minnesota
$56K 4,545 – –
SEI Investments
54
SEI Investments
Pennsylvania
$49K 4,000 -3,000 -43%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$34K 2,825 – –
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$31K 2,539 – –
KF
57
Krilogy Financial
Missouri
– – – –
LNB
58
Ledyard National Bank
$23K 1,900 – –
PFSC
59
Peoples Financial Services Corp
Pennsylvania
$21K 1,715 – –
RAM
60
Riggs Asset Management
Pennsylvania
$19K 1,500 – –
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$15K 1,200 – –
MOS
62
MGO One Seven
Ohio
$14K 1,164 +1,164 New
SWMG
63
Signature Wealth Management Group
Georgia
$10K 781 +781 New
PCP
64
Proficio Capital Partners
Massachusetts
$6K 450 -270 -38%
Citigroup
65
Citigroup
New York
$5K 400 – –
CFA
66
Carroll Financial Associates
North Carolina
$4K 333 – –
CFD
67
Creative Financial Designs
Indiana
$2K 152 +152 New
IWA
68
IBEX Wealth Advisors
New Jersey
– – -78,601 Closed
YP
69
Yellowstone Partners
Idaho
– – -36,108 Closed
FPCP
70
Fort Point Capital Partners
California
– – -16,500 Closed
WAM
71
Weiss Asset Management
Massachusetts
– – -15,975 Closed
BCI
72
Brinker Capital Investments
Pennsylvania
– – -255 Closed
ClearBridge Investments
73
ClearBridge Investments
New York
– – -80 Closed
GBBWRPM
74
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– – – –
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