PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

98 hedge funds and large institutions have $74.2M invested in Putnam Municipal Opportunities Trust in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
24
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
$3.9M
2
1CP
1607 Capital Partners
Virginia
$2.57M
3
GC
Guggenheim Capital
Illinois
$3.58M
4
MC
Matisse Capital
Oregon
$2.07M
5
LSC
Logan Stone Capital
Illinois
$2.57M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$0
2
Ameriprise
Ameriprise
Minnesota
$2.19M
3
LCM
Landscape Capital Management
New Jersey
$477K
4
SCM
Saba Capital Management
New York
$0
5
Invesco
Invesco
Georgia
$521K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$218K +$38.9K +3,576 +22%
BB
52
Burford Brothers
Texas
$217K – – –
HNB
53
Huntington National Bank
Ohio
$211K -$199K – –
EIP
54
Ellis Investment Partners
Pennsylvania
$209K +$2.1K +193 +1%
Millennium Management
55
Millennium Management
New York
$202K – – –
ICMP
56
Integrated Capital Management (Pennsylvania)
Pennsylvania
$200K -$65 -6 -0%
NA
57
NewEdge Advisors
Louisiana
$189K -$89.9K -8,245 -32%
AA
58
AQR Arbitrage
Connecticut
$189K -$201K -18,509 -52%
MC
59
Moors & Cabot
Massachusetts
$184K +$28.3K +2,600 +18%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$172K +$905 +83 +0.5%
HWAM
61
Hennion & Walsh Asset Management
New Jersey
$167K +$167K +15,353 New
CWM
62
Collaborative Wealth Management
Florida
$167K – – –
CIA
63
Concurrent Investment Advisors
Florida
$165K – – –
ITIM
64
Indiana Trust & Investment Management
Indiana
$153K – – –
SWM
65
Spire Wealth Management
Virginia
$153K – – –
SCA
66
STALEY CAPITAL ADVISERS
Pennsylvania
$136K – – –
SP
67
Successful Portfolios
Florida
$135K – – –
BRWA
68
B. Riley Wealth Advisors
Florida
$135K -$37.5K -3,425 -22%
FFO
69
Fortitude Family Office
Arizona
$134K +$134K +12,309 New
SBIA
70
Sheaff Brock Investment Advisors
Indiana
$131K – – –
TWP
71
Tyche Wealth Partners
Texas
$130K -$128K -11,772 -50%
AWM
72
Avior Wealth Management
Nebraska
$130K +$24.4K +2,238 +23%
PWAC
73
Private Wealth Advisors (California)
California
$129K – – –
DC
74
Davenport & Co
Virginia
$123K +$123K +11,284 New
Citadel Advisors
75
Citadel Advisors
Florida
$121K +$121K +11,117 New
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3
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