PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

71 hedge funds and large institutions have $53.6M invested in Putnam Municipal Opportunities Trust in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-2
Holders Change %
-2.74%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
17
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BRWM
1
B. Riley Wealth Management
Tennessee
$1.19M
2
AP
2
Americana Partners
Texas
$321K
3
AA
3
AlphaCentric Advisors
Puerto Rico
$315K
4
Invesco
4
Invesco
Georgia
$3.42M
5
OFG
5
OTA Financial Group
New York
$200K

Top Sellers

1
MSL
1
Mackay Shields LLC
New York
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$317K
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
UBS Group
4
UBS Group
Switzerland
$2.22M
5
SIA
5
Sit Investment Associates
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWAC
51
Private Wealth Advisors (California)
California
$167K – – –
SBIA
52
Sheaff Brock Investment Advisors
Indiana
$164K – – –
DAS
53
Dynamic Advisor Solutions
Arizona
$153K – – –
SIM
54
Sonora Investment Management
Arizona
$137K – – –
BlackRock
55
BlackRock
New York
$126K – – –
TCM
56
Tradewinds Capital Management
Washington
$79K – – –
HA
57
Herold Advisors
New York
$79K +$79K +5,800 New
SWM
58
Spire Wealth Management
Virginia
$71K – – –
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$64K – – –
US Bancorp
60
US Bancorp
Minnesota
$62K – – –
GLLW
61
Graves Light Lenhart Wealth
Virginia
$46K – – –
HI
62
Harbour Investments
Wisconsin
$41K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$29K +$6.01K +445 +26%
APA
64
American Portfolios Advisors
New York
$28K -$149K -10,862 -84%
CFB
65
Cullen/Frost Bankers
Texas
$26K – – –
GWM
66
Geneos Wealth Management
Colorado
$23K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$20K – – –
AIM
68
Anchor Investment Management
South Carolina
$13.7K – – –
BFEC
69
Benjamin F. Edwards & Company
Missouri
$7K -$4.73K -359 -40%
AA
70
Addison Advisors
Vermont
$6K – – –
CFA
71
Carroll Financial Associates
North Carolina
$4K – – –
MSL
72
Mackay Shields LLC
New York
– -$1.9M -134,024 Closed
Stifel Financial
73
Stifel Financial
Missouri
– -$600K -42,431 Closed
SIA
74
Sit Investment Associates
Minnesota
– -$255K -18,055 Closed
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
– -$211K -14,920 Closed
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