PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

79 hedge funds and large institutions have $94.9M invested in Putnam Municipal Opportunities Trust in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
22
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$10.2M
2
RCM
Rivernorth Capital Management
Florida
+$6.82M
3
Wells Fargo
Wells Fargo
California
+$2.24M
4
LNC
Lincoln National Corp
Pennsylvania
+$1.18M
5
AA
AQR Arbitrage
Connecticut
+$738K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$16.7M
2
CWM
Cornerstone Wealth Management
Missouri
-$1.56M
3
GC
Guggenheim Capital
Illinois
-$1.26M
4
Invesco
Invesco
Georgia
-$947K
5
Bank of America
Bank of America
North Carolina
-$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
SBIA
51
Sheaff Brock Investment Advisors
Indiana
$161K – – –
MML Investors Services
52
MML Investors Services
Massachusetts
$154K -$27.8K -2,479 -15%
OC
53
Oppenheimer & Co
New York
$152K -$15.2K -1,350 -9%
FNFDCM
54
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$138K – – –
LNWWM
55
Laird Norton Wetherby Wealth Management
California
$119K +$3.35K +299 +3%
SIM
56
Sonora Investment Management
Arizona
$112K – – –
AG
57
Advisor Group
Arizona
$103K +$19K +1,692 +23%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$93K +$22.4K +2,000 +32%
TJHA
59
Thomas J. Herzfeld Advisors
Florida
$81K – – –
TCM
60
Tradewinds Capital Management
Washington
$65K – – –
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$64K – – –
GWM
62
Geneos Wealth Management
Colorado
$61K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$61K +$43.8K +3,909 +255%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$52K – – –
US Bancorp
65
US Bancorp
Minnesota
$51K – – –
RCAG
66
Rehmann Capital Advisory Group
Michigan
$47.1K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$29K -$155K -14,287 -84%
PFSC
68
Peoples Financial Services Corp
Pennsylvania
$19K – – –
BFEC
69
Benjamin F. Edwards & Company
Missouri
$17K +$17K +1,540 New
PCG
70
Private Capital Group
Connecticut
$8K – – –
MOS
71
MGO One Seven
Ohio
$5K +$5K +474 New
1NWS
72
1 North Wealth Services
Maryland
$5K +$5K +475 New
Citigroup
73
Citigroup
New York
$4K – – –
IA
74
IFP Advisors
Florida
$4K – – –
CFA
75
Carroll Financial Associates
North Carolina
$3K – – –
1 2
3
4