PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

75 hedge funds and large institutions have $94.1M invested in Putnam Municipal Opportunities Trust in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.35M
2
PPA
2
Parametric Portfolio Associates
Washington
$4.57M
3
DWM
3
Dakota Wealth Management
Florida
$1.42M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$3.92M
5
COLIM
5
City of London Investment Management
United Kingdom
$985K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$43K
2
Bank of America
2
Bank of America
North Carolina
$2.71M
3
SIA
3
Sit Investment Associates
Minnesota
$675K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
ICM
5
Ionic Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FNFDCM
51
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$140K – – –
LNWWM
52
Laird Norton Wetherby Wealth Management
California
$118K – – –
SIM
53
Sonora Investment Management
Arizona
$114K – – –
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$95K – – –
AG
55
Advisor Group
Arizona
$86K +$86K +7,500 New
TJHA
56
Thomas J. Herzfeld Advisors
Florida
$83K – – –
WAP
57
Wealthcare Advisory Partners
Pennsylvania
$72K – – –
TCM
58
Tradewinds Capital Management
Washington
$66K – – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$65K – – –
GWM
60
Geneos Wealth Management
Colorado
$62K – – –
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$53K – – –
US Bancorp
62
US Bancorp
Minnesota
$52K – – –
1CP
63
1607 Capital Partners
Virginia
$50K +$50K +4,400 New
RCAG
64
Rehmann Capital Advisory Group
Michigan
$47.9K – – –
RCM
65
Robinson Capital Management
Michigan
$43K -$6.99M -607,535 -99%
PFSC
66
Peoples Financial Services Corp
Pennsylvania
$20K – – –
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$17K +$17K +1,530 New
SWMG
68
Signature Wealth Management Group
Georgia
$9K – – –
PCG
69
Private Capital Group
Connecticut
$8K – – –
Citigroup
70
Citigroup
New York
$5K – – –
IA
71
IFP Advisors
Florida
$4K -$48.5K -4,220 -92%
FIA
72
FNY Investment Advisers
New York
$3K – – –
CFA
73
Carroll Financial Associates
North Carolina
$3K – – –
FHB
74
First Hawaiian Bank
Hawaii
$2K +$2K +210 New
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
– -$298K -25,502 Closed
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