PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

74 hedge funds and large institutions have $92.8M invested in Putnam Municipal Opportunities Trust in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
25
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$7.07M
2
PPA
Parametric Portfolio Associates
Washington
+$1.32M
3
1CP
1607 Capital Partners
Virginia
+$646K
4
COLIM
City of London Investment Management
United Kingdom
+$421K
5
AAM
Advisors Asset Management
Colorado
+$391K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.73M
2
RCM
Robinson Capital Management
Michigan
-$5.28M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.32M
4
AA
AQR Arbitrage
Connecticut
-$975K
5
KIM
Karpus Investment Management
New York
-$967K
Name Holding Trade Value Shares
Change 		Shares
Change %
FNFDCM
51
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$150K – – –
AG
52
Advisor Group
Arizona
$144K +$31.5K +2,571 +28%
SIM
53
Sonora Investment Management
Arizona
$123K – – –
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$102K – – –
TCM
55
Tradewinds Capital Management
Washington
$71K – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$70K – – –
GWM
57
Geneos Wealth Management
Colorado
$67K – – –
TJHA
58
Thomas J. Herzfeld Advisors
Florida
$63K -$25.7K -2,100 -29%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$57K – – –
US Bancorp
60
US Bancorp
Minnesota
$56K – – –
RCAG
61
Rehmann Capital Advisory Group
Michigan
$51.4K – – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$33K +$293 +24 +0.9%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$31K -$46.3K -3,257 -60%
PFSC
64
Peoples Financial Services Corp
Pennsylvania
$21K – – –
BFEC
65
Benjamin F. Edwards & Company
Missouri
$19K – – –
PCG
66
Private Capital Group
Connecticut
$9K – – –
1NWS
67
1 North Wealth Services
Maryland
$6K – – –
Citigroup
68
Citigroup
New York
$5K – – –
FIA
69
FNY Investment Advisers
New York
$5K +$1.83K +156 +58%
CFA
70
Carroll Financial Associates
North Carolina
$4K – – –
FHB
71
First Hawaiian Bank
Hawaii
$3K – – –
WCG
72
Weaver Consulting Group
California
$1K +$1K +66 New
Koshinski Asset Management
73
Koshinski Asset Management
Illinois
$206 – – –
AA
74
AQR Arbitrage
Connecticut
– -$975K -86,829 Closed
LCM
75
Landscape Capital Management
New Jersey
– -$939K -83,606 Closed
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