Franklin Municipal Opportunities Trust
PMO
78 hedge funds and large institutions have $53.9M invested in Franklin Municipal Opportunities Trust in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
71% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 14
8% more funds holding
Funds holding: 72 → 78 (+6)
0% more capital invested
Capital invested by funds: $53.9M → $53.9M (+$2.46K)
0.56% less ownership
Funds ownership: 11.54% → 10.98% (-0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$1.25M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$469K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$192K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$186K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$171K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.48M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$769K |
| 3 |
AA
AlphaCentric Advisors
San Juan,
Puerto Rico
|
-$315K |
| 4 |
OFG
OTA Financial Group
Purchase,
New York
|
-$200K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$176K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
76
Addison Advisors
Middlebury,
Vermont
| $7K | – | – | – |
|
|
CFA
77
Carroll Financial Associates
Charlotte,
North Carolina
| $4K | – | – | – |
|
|
AA
78
AlphaCentric Advisors
San Juan,
Puerto Rico
| – | -$315K | -23,000 | Closed |
|
|
OFG
79
OTA Financial Group
Purchase,
New York
| – | -$200K | -14,638 | Closed |
|
|
HA
80
Herold Advisors
New York
| – | -$79K | -5,800 | Closed |
|
|
HI
81
Harbour Investments
Madison,
Wisconsin
| – | -$41K | -2,991 | Closed |
|
82
Fidelity Investments
Boston,
Massachusetts
| – | +$14 | +1 | New |
|
PMO Hedge Fund Activity: Q4 2021 in Review
78 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Franklin Municipal Opportunities Trust (PMO) for Q4 2021, worth a combined $53.9M — up 0% from $53.9M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PMO positions and 4 closed out — a net gain of 9 holders — while 24 added to existing stakes and 14 trimmed.
The largest buyer was Fiera Capital (Canada), adding an estimated $1.25M. The largest seller was Kestra Advisory Services, cutting an estimated $3.48M.
- 78 institutional investors held Franklin Municipal Opportunities Trust (PMO) as of Q4 2021, up from 72 in Q3 2021.
- Funds reported $53.9M of Franklin Municipal Opportunities Trust stock for Q4 2021, up 0% quarter-over-quarter.
- 13 funds opened new Franklin Municipal Opportunities Trust positions in Q4 2021 and 4 closed out, a net change of +9 holders.
- The largest Franklin Municipal Opportunities Trust buyer in Q4 2021 was Fiera Capital (Canada), an estimated $1.25M added.
- The largest Franklin Municipal Opportunities Trust seller in Q4 2021 was Kestra Advisory Services, an estimated $3.48M sold.
Based on aggregated 13F filings for Q4 2021.