PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

70 hedge funds and large institutions have $91.6M invested in Putnam Municipal Opportunities Trust in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$18.3M
2
CWM
2
Cornerstone Wealth Management
Missouri
$1.56M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$2.96M
4
PPA
4
Parametric Portfolio Associates
Washington
$3M
5
RCM
5
Robinson Capital Management
Michigan
$7.14M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$1.1M
2
AAM
2
Advisors Asset Management
Colorado
$1.79M
3
Wells Fargo
3
Wells Fargo
California
$1.95M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.57M
5
1IA
5
1834 Investment Advisors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
76
Ledyard National Bank
– -$22K -1,900 Closed
GBBWRPM
77
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$13K -1,100 Closed
1IA
78
1834 Investment Advisors
Wisconsin
– -$212K – –
KF
79
Krilogy Financial
Missouri
– -$22K – –
1 2 3
4