PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

70 hedge funds and large institutions have $60.3M invested in Putnam Municipal Opportunities Trust in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$917K
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.07M
3
Ameriprise
3
Ameriprise
Minnesota
$611K
4
UBS Group
4
UBS Group
Switzerland
$3.53M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$309K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$7.62M
2
Bank of America
2
Bank of America
North Carolina
$2.4M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$2.45M
4
GC
4
Guggenheim Capital
Illinois
$859K
5
BAM
5
Brave Asset Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$149K +$149K +11,673 New
PWAC
52
Private Wealth Advisors (California)
California
$148K +$1.94K +152 +1%
CAN
53
Cetera Advisor Networks
California
$144K – – –
SIM
54
Sonora Investment Management
Arizona
$128K – – –
APA
55
American Portfolios Advisors
New York
$81.8K +$42.8K +3,351 +110%
TCM
56
Tradewinds Capital Management
Washington
$74K – – –
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$68K -$4.69K -361 -6%
Fifth Third Bancorp
58
Fifth Third Bancorp
Ohio
$60K – – –
US Bancorp
59
US Bancorp
Minnesota
$58K – – –
HNB
60
Huntington National Bank
Ohio
$53K -$49K – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$36K +$207 +16 +0.6%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$31K – – –
GWM
63
Geneos Wealth Management
Colorado
$21K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$19K +$128 +10 +0.7%
AIM
65
Anchor Investment Management
South Carolina
$12.8K – – –
BWL
66
Bogart Wealth LLC
Virginia
$10K – – –
Citigroup
67
Citigroup
New York
$5K – – –
CFA
68
Carroll Financial Associates
North Carolina
$4K – – –
TFS
69
TrustCore Financial Services
Tennessee
$3K +$3K +200 New
PFO
70
Pathstone Family Office
New Jersey
$2K +$2K +90 New
WCG
71
Weaver Consulting Group
California
$1K – – –
BAM
72
Brave Asset Management
New Jersey
– -$278K -23,331 Closed
MWM
73
Merriman Wealth Management
Washington
– -$156K -13,056 Closed
MML Investors Services
74
MML Investors Services
Massachusetts
– -$153K -12,798 Closed
AA
75
AQR Arbitrage
Connecticut
– -$128K -10,727 Closed
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