PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

74 hedge funds and large institutions have $58.7M invested in Putnam Municipal Opportunities Trust in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$1.01M
2
UBS Group
2
UBS Group
Switzerland
$2.99M
3
Bank of America
3
Bank of America
North Carolina
$2.94M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$2.73M
5
Invesco
5
Invesco
Georgia
$3.14M

Top Sellers

1
MSL
1
Mackay Shields LLC
New York
$3.05M
2
RCM
2
Rivernorth Capital Management
Florida
$9.52M
3
PPA
3
Parametric Portfolio Associates
Washington
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$2.35M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAC
51
Private Wealth Advisors (California)
California
$136K -$49.1K -4,131 -27%
CAN
52
Cetera Advisor Networks
California
$134K -$27.4K -2,300 -17%
AA
53
AQR Arbitrage
Connecticut
$128K +$128K +10,727 New
SIM
54
Sonora Investment Management
Arizona
$119K – – –
TCM
55
Tradewinds Capital Management
Washington
$69K – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$64K +$53.7K +4,695 +523%
Fifth Third Bancorp
57
Fifth Third Bancorp
Ohio
$56K – – –
US Bancorp
58
US Bancorp
Minnesota
$54K – – –
HNB
59
Huntington National Bank
Ohio
$49K -$54K – –
BFEC
60
Benjamin F. Edwards & Company
Missouri
$41K +$8.76K +730 +27%
APA
61
American Portfolios Advisors
New York
$36.4K +$36.4K +3,051 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$33K +$179 +15 +0.5%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$31K – – –
FIA
64
FNY Investment Advisers
New York
$23K +$16.7K +1,454 +266%
GWM
65
Geneos Wealth Management
Colorado
$20K -$44.6K -3,800 -69%
SPIA
66
Steward Partners Investment Advisory
New York
$17K +$92 +8 +0.5%
AIM
67
Anchor Investment Management
South Carolina
$11.9K +$11.9K +1,000 New
WAM
68
Wolverine Asset Management
Illinois
$11K +$11K +1,000 New
BWL
69
Bogart Wealth LLC
Virginia
$9K – – –
CAN
70
Claraphi Advisory Network
United States
$6K +$6K +501 New
Citigroup
71
Citigroup
New York
$5K – – –
CFA
72
Carroll Financial Associates
North Carolina
$3K – – –
WCG
73
Weaver Consulting Group
California
$1K – – –
AIC
74
Ameritas Investment Company
Nebraska
$1K +$1K +80 New
DWM
75
Darwin Wealth Management
Florida
$1K +$1K +100 New
1 2
3
4