PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

82 hedge funds and large institutions have $71.2M invested in Putnam Municipal Opportunities Trust in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
19
Increased
22
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$6.2M
2
SCM
2
Saba Capital Management
New York
$2.9M
3
RCM
3
Robinson Capital Management
Michigan
$9.27M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.53M
5
RIL
5
Rothschild Investment LLC
Illinois
$1.99M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$6.67M
2
AWAG
2
ARS Wealth Advisors Group
Florida
$154K
3
WAM
3
Wolverine Asset Management
Illinois
$17.4K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.37M
5
Bank of America
5
Bank of America
North Carolina
$1.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
51
Concurrent Investment Advisors
Florida
$151K +$151K +14,729 New
ITIM
52
Indiana Trust & Investment Management
Indiana
$143K -$76.7K -7,500 -35%
Citadel Advisors
53
Citadel Advisors
Florida
$143K +$143K +13,961 New
SWM
54
Spire Wealth Management
Virginia
$143K +$143K +14,000 New
Nomura Holdings
55
Nomura Holdings
Japan
$136K +$136K +13,250 New
SQA
56
Simon Quick Advisors
New Jersey
$135K +$135K +13,219 New
SCA
57
STALEY CAPITAL ADVISERS
Pennsylvania
$128K – – –
STA
58
Summit Trail Advisors
New York
$128K +$128K +12,443 New
SP
59
Successful Portfolios
Florida
$127K – – –
MC
60
Moors & Cabot
Massachusetts
$126K +$1.01K +99 +0.8%
SBIA
61
Sheaff Brock Investment Advisors
Indiana
$123K – – –
PWAC
62
Private Wealth Advisors (California)
California
$120K – – –
MNBTD
63
Moody National Bank Trust Division
Texas
$119K +$119K +11,681 New
HighTower Advisors
64
HighTower Advisors
Illinois
$116K +$116K +11,332 New
FNWM
65
Financial Network Wealth Management
Utah
$115K +$115K +11,250 New
SAM
66
Seelaus Asset Management
New Jersey
$107K – – –
EC
67
Elequin Capital
New York
$107K +$107K +10,464 New
SIMG
68
Sonora Investment Management Group
Arizona
$102K – – –
AWM
69
Avior Wealth Management
Nebraska
$102K – – –
FFA
70
Farther Finance Advisors
California
$67.9K -$56K -5,476 -45%
US Bancorp
71
US Bancorp
Minnesota
$46.5K – – –
Comerica Bank
72
Comerica Bank
Texas
$45.1K -$286 -28 -0.6%
DJSG
73
D.J. St. Germain
Massachusetts
$30.7K – – –
UB
74
UMB Bank
Missouri
$27.6K +$27.6K +2,699 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$26K – – –
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