PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

70 hedge funds and large institutions have $50.1M invested in Putnam Municipal Opportunities Trust in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
18
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.24M
2
Cohen & Steers
2
Cohen & Steers
New York
$1.54M
3
AAM
3
Advisors Asset Management
Colorado
$1.02M
4
Millennium Management
4
Millennium Management
New York
$621K
5
VanEck Associates
5
VanEck Associates
New York
$1.78M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$7.57M
2
LPL Financial
2
LPL Financial
California
$638K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.39M
4
Wells Fargo
4
Wells Fargo
California
$723K
5
RJA
5
Raymond James & Associates
Florida
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
AlphaCentric Advisors
Puerto Rico
– -$49.9K -4,820 Closed
AAS
77
Ameritas Advisory Services
Nebraska
– -$32.9K -3,284 Closed
ASN
78
Advisory Services Network
Georgia
– -$5.18K -500 Closed
RWM
79
Ruedi Wealth Management
Illinois
– -$3.35K -323 Closed
1 2 3
4