Franklin Municipal Opportunities Trust
PMO
85 hedge funds and large institutions have $52.8M invested in Franklin Municipal Opportunities Trust in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
9% more funds holding
Funds holding: 78 → 85 (+7)
2.3% more ownership
Funds ownership: 10.98% → 13.28% (+2.3%)
2% less capital invested
Capital invested by funds: $53.9M → $52.8M (-$1.17M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$2.56M |
| 2 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$1.87M |
| 3 |
DWM
Doyle Wealth Management
St. Petersburg,
Florida
|
+$1.57M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.29M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$527K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$534K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$381K |
| 3 |
AWS
AJ Wealth Strategies
New York
|
-$378K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$229K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$189K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UB
76
UMB Bank
Kansas City,
Missouri
| $20K | +$14.8K | +1,181 | +224% |
|
|
GWM
77
Geneos Wealth Management
Englewood,
Colorado
| $19K | – | – | – |
|
|
PO
78
Private Ocean
San Rafael,
California
| $19K | +$20.2K | +1,614 | New |
|
79
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $18K | – | – | – |
|
|
FAG
80
Fortitude Advisory Group
Gig Harbor,
Washington
| $12K | – | – | – |
|
|
AIM
81
Anchor Investment Management
Columbia,
South Carolina
| $11.7K | – | – | – |
|
|
BFEC
82
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $6K | – | – | – |
|
|
AA
83
Addison Advisors
Middlebury,
Vermont
| $5K | – | – | – |
|
|
FIA
84
FNY Investment Advisers
New York
| $4K | +$5.01K | +400 | New |
|
|
PFS
85
Prospera Financial Services
Dallas,
Texas
| $3K | +$3.56K | +284 | New |
|
|
AWS
86
AJ Wealth Strategies
New York
| – | -$378K | -26,266 | Closed |
|
|
KAS
87
Kestra Advisory Services
Austin,
Texas
| – | -$229K | -15,882 | Closed |
|
|
MA
88
Mutual Advisors
Omaha,
Nebraska
| – | -$164K | -11,358 | Closed |
|
|
SC
89
Steph & Co
Marinette,
Wisconsin
| – | -$50K | -3,500 | Closed |
|
PMO Hedge Fund Activity: Q1 2022 in Review
85 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin Municipal Opportunities Trust (PMO) for Q1 2022, worth a combined $52.8M — down 2.2% from $53.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PMO positions and 5 closed out — a net gain of 9 holders — while 21 added to existing stakes and 18 trimmed.
The largest buyer was Fiera Capital (Canada), adding an estimated $2.56M. The largest seller was Invesco, cutting an estimated $534K.
- 85 institutional investors held Franklin Municipal Opportunities Trust (PMO) as of Q1 2022, up from 78 in Q4 2021.
- Funds reported $52.8M of Franklin Municipal Opportunities Trust stock for Q1 2022, down 2.2% quarter-over-quarter.
- 14 funds opened new Franklin Municipal Opportunities Trust positions in Q1 2022 and 5 closed out, a net change of +9 holders.
- The largest Franklin Municipal Opportunities Trust buyer in Q1 2022 was Fiera Capital (Canada), an estimated $2.56M added.
- The largest Franklin Municipal Opportunities Trust seller in Q1 2022 was Invesco, an estimated $534K sold.
Based on aggregated 13F filings for Q1 2022.