PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

71 hedge funds and large institutions have $86.3M invested in Putnam Municipal Opportunities Trust in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$382K
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$320K
3
AWS
AJ Wealth Strategies
New York
+$295K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$279K
5
Invesco
Invesco
Georgia
+$241K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$2.28M
2
PPA
Parametric Portfolio Associates
Washington
-$1.69M
3
COLIM
City of London Investment Management
United Kingdom
-$1.13M
4
GC
Guggenheim Capital
Illinois
-$921K
5
LNC
Lincoln National Corp
Pennsylvania
-$852K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Merriman Wealth Management
Washington
$172K – – –
Truist Financial
52
Truist Financial
North Carolina
$161K +$161K +12,302 New
SIM
53
Sonora Investment Management
Arizona
$132K – – –
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$109K – – –
TCM
55
Tradewinds Capital Management
Washington
$76K – – –
GWM
56
Geneos Wealth Management
Colorado
$72K – – –
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$61K – – –
US Bancorp
58
US Bancorp
Minnesota
$60K – – –
HNB
59
Huntington National Bank
Ohio
$54K -$54K – –
VCP
60
Verus Capital Partners
Arizona
$41K +$41K +3,090 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$36K +$197 +15 +0.5%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$35K +$14.9K +1,147 +74%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$31K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$19K +$103 +8 +0.5%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$12K +$12K +898 New
BWL
66
Bogart Wealth LLC
Virginia
$10K – – –
FIA
67
FNY Investment Advisers
New York
$7K +$385 +30 +6%
1NWS
68
1 North Wealth Services
Maryland
$6K – – –
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$6K +$6K +431 New
Citigroup
70
Citigroup
New York
$5K – – –
CFA
71
Carroll Financial Associates
North Carolina
$4K – – –
WCG
72
Weaver Consulting Group
California
$1K – – –
COLIM
73
City of London Investment Management
United Kingdom
– -$1.13M -86,295 Closed
BRWA
74
B. Riley Wealth Advisors
Florida
– -$184K -14,028 Closed
PAS
75
Partnervest Advisory Services
California
– -$159K -12,149 Closed
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