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PMO

Putnam Municipal Opportunities Trust

87 hedge funds and large institutions have $89.9M invested in Putnam Municipal Opportunities Trust in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0.2% more ownership

Funds ownership: 27.23%27.43% (+0.2%)

0% more funds holding

Funds holding: 8787 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $92.7M → $89.9M (-$2.77M)

Holders
87
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
30
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICMP
51
Integrated Capital Management (Pennsylvania)
Pennsylvania
$207K -$30K -2,832 -12%
BB
52
Burford Brothers
Texas
$205K
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$204K -$6.35K -600 -3%
CIA
54
Concurrent Investment Advisors
Florida
$189K
HighTower Advisors
55
HighTower Advisors
Illinois
$162K -$88.9K -8,404 -35%
WIA
56
Westview Investment Advisors
Vermont
$158K
SWM
57
Spire Wealth Management
Virginia
$144K
MC
58
Moors & Cabot
Massachusetts
$144K +$1.5K +142 +1%
SAM
59
Smith Asset Management
Florida
$142K +$145K +13,742 New
CWM
60
Collaborative Wealth Management
Florida
$138K
SP
61
Successful Portfolios
Florida
$138K
GCP
62
Gill Capital Partners
Colorado
$131K -$21.8K -2,057 -14%
SCA
63
STALEY CAPITAL ADVISERS
Pennsylvania
$129K
FNFDCM
64
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$126K +$130K +12,262 New
AF
65
Allworth Financial
California
$124K
TWP
66
Tyche Wealth Partners
Texas
$123K
ACP
67
Aviance Capital Partners
Florida
$113K +$4.88K +461 +4%
MWM
68
Meridian Wealth Management
Kentucky
$104K
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$96.6K +$72.4K +6,840 +269%
MCM
70
MAI Capital Management
Ohio
$74.2K
DSC
71
Duncker Streett & Co
Missouri
$50.5K
AWM
72
Activest Wealth Management
Florida
$42.7K +$3.97K +375 +10%
HNB
73
Huntington National Bank
Ohio
$33.2K
CI
74
CX Institutional
Indiana
$31K +$349 +33 +1%
DJSG
75
D.J. St. Germain
Massachusetts
$30.9K