PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

77 hedge funds and large institutions have $53.6M invested in Putnam Municipal Opportunities Trust in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.62M
2
NA
NewEdge Advisors
Louisiana
$484K
3
RJA
Raymond James & Associates
Florida
$2.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$1.73M
5
Invesco
Invesco
Georgia
$3.77M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$229K
2
UBS Group
UBS Group
Switzerland
$1.54M
3
AA
AlphaCentric Advisors
Puerto Rico
$0
4
OFG
OTA Financial Group
New York
$0
5
Wells Fargo
Wells Fargo
California
$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
76
Carroll Financial Associates
North Carolina
$4K – – –
AA
77
AlphaCentric Advisors
Puerto Rico
– -$315K -23,000 Closed
OFG
78
OTA Financial Group
New York
– -$200K -14,638 Closed
HA
79
Herold Advisors
New York
– -$79K -5,800 Closed
HI
80
Harbour Investments
Wisconsin
– -$41K -2,991 Closed
1 2 3
4