PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

70 hedge funds and large institutions have $91.6M invested in Putnam Municipal Opportunities Trust in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$18.3M
2
CWM
2
Cornerstone Wealth Management
Missouri
$1.56M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$2.96M
4
PPA
4
Parametric Portfolio Associates
Washington
$3M
5
RCM
5
Robinson Capital Management
Michigan
$7.14M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$1.1M
2
AAM
2
Advisors Asset Management
Colorado
$1.79M
3
Wells Fargo
3
Wells Fargo
California
$1.95M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.57M
5
1IA
5
1834 Investment Advisors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
51
SEI Investments
Pennsylvania
$107K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$97K – – –
TJHA
53
Thomas J. Herzfeld Advisors
Florida
$85K – – –
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$74K +$74K +6,300 New
TCM
55
Tradewinds Capital Management
Washington
$68K +$68K +5,796 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$67K – – –
GWM
57
Geneos Wealth Management
Colorado
$64K – – –
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$55K – – –
US Bancorp
59
US Bancorp
Minnesota
$53K – – –
IA
60
IFP Advisors
Florida
$53K – – –
RCAG
61
Rehmann Capital Advisory Group
Michigan
$49K – – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$31K -$2.07K -177 -6%
PFSC
63
Peoples Financial Services Corp
Pennsylvania
$20K – – –
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$14K – – –
SWMG
65
Signature Wealth Management Group
Georgia
$9K – – –
PCG
66
Private Capital Group
Connecticut
$8K – – –
Citigroup
67
Citigroup
New York
$5K – – –
CFA
68
Carroll Financial Associates
North Carolina
$3K – – –
FIA
69
FNY Investment Advisers
New York
$3K +$3K +270 New
CFD
70
Creative Financial Designs
Indiana
$2K +$26 +2 +1%
CRC
71
Curi RMB Capital
Illinois
– -$172K -14,743 Closed
DWM
72
Dakota Wealth Management
Florida
– -$150K -12,900 Closed
Millennium Management
73
Millennium Management
New York
– -$122K -10,497 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
– -$121K -10,362 Closed
OIA
75
Optimum Investment Advisors
Illinois
– -$31K -2,688 Closed
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