PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

93 hedge funds and large institutions have $75.4M invested in Putnam Municipal Opportunities Trust in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-5
Holders Change %
-5.1%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
32
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$3.33M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$2.2M
3
AAM
Advisors Asset Management
Colorado
+$1.42M
4
1CP
1607 Capital Partners
Virginia
+$1.29M
5
Morgan Stanley
Morgan Stanley
New York
+$901K

Top Sellers

1
LSC
Logan Stone Capital
Illinois
-$2.03M
2
WAM
Wolverine Asset Management
Illinois
-$692K
3
NMC
Nine Masts Capital
Hong Kong
-$535K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$465K
5
1SB
1ST Source Bank
Indiana
-$434K
Name Holding Trade Value Shares
Change 		Shares
Change %
ICMP
51
Integrated Capital Management (Pennsylvania)
Pennsylvania
$206K +$19.6K +1,932 +11%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$205K +$205K +20,208 New
BB
53
Burford Brothers
Texas
$202K – – –
OC
54
Oppenheimer & Co
New York
$197K -$311K -30,713 -61%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$193K -$9.64K -953 -5%
HF
56
HRT Financial
New York
$176K +$176K +17,414 New
MC
57
Moors & Cabot
Massachusetts
$172K +$1.02K +101 +0.6%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$157K -$2.8K -276 -2%
AWM
59
Avior Wealth Management
Nebraska
$156K +$34.7K +3,426 +29%
CWM
60
Collaborative Wealth Management
Florida
$155K – – –
CIA
61
Concurrent Investment Advisors
Florida
$153K – – –
ITIM
62
Indiana Trust & Investment Management
Indiana
$142K – – –
SWM
63
Spire Wealth Management
Virginia
$142K – – –
NWMP
64
Noble Wealth Management PBC
Colorado
$140K +$140K +13,800 New
SCA
65
STALEY CAPITAL ADVISERS
Pennsylvania
$127K – – –
LCM
66
Landscape Capital Management
New Jersey
$127K -$317K -31,297 -71%
SP
67
Successful Portfolios
Florida
$126K – – –
FFO
68
Fortitude Family Office
Arizona
$125K – – –
Citadel Advisors
69
Citadel Advisors
Florida
$123K +$10.7K +1,059 +10%
SBIA
70
Sheaff Brock Investment Advisors
Indiana
$122K – – –
TWP
71
Tyche Wealth Partners
Texas
$121K – – –
PWAC
72
Private Wealth Advisors (California)
California
$119K – – –
DC
73
Davenport & Co
Virginia
$114K – – –
S
74
Sunpointe
Missouri
$114K -$98.8K -9,724 -46%
SQA
75
Simon Quick Advisors
New Jersey
$111K +$7.77K +767 +8%
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3
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