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PMO

Franklin Municipal Opportunities Trust

98 hedge funds and large institutions have $74.2M invested in Franklin Municipal Opportunities Trust in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

16% more capital invested

Capital invested by funds: $64.1M → $74.2M (+$10.2M)

13% more funds holding

Funds holding: 8798 (+11)

1.84% more ownership

Funds ownership: 19.57%21.41% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
24
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Holdings
76
Nomura Holdings
Japan
$120K -$295K -28,178 -72%
IWC
77
Integrated Wealth Concepts
Massachusetts
$119K +$114K +10,879 New
SAM
78
Seelaus Asset Management
New Jersey
$114K
SQA
79
Simon Quick Advisors
New Jersey
$111K +$107K +10,222 New
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
$76.6K +$10.7K +1,023 +17%
FFA
81
Farther Finance Advisors
California
$64.2K -$7.87K -750 -11%
Comerica Bank
82
Comerica Bank
Texas
$54.9K
US Bancorp
83
US Bancorp
Minnesota
$49.5K
GRP
84
Global Retirement Partners
California
$47.4K
AWM
85
Activest Wealth Management
Florida
$45.2K +$3.93K +375 +10%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$27.7K
BF
87
BOK Financial
Oklahoma
$17.9K +$17.4K +1,660 New
FCA
88
FinTrust Capital Advisors
South Carolina
$17.3K
HI
89
Harbour Investments
Wisconsin
$15.3K
JIP
90
Jaffetilchin Investment Partners
Florida
$14.4K +$13.9K +1,321 New
UB
91
UMB Bank
Missouri
$13.9K
MWM
92
Mascoma Wealth Management
New Hampshire
$13K
AIM
93
Anchor Investment Management
South Carolina
$10.9K
HNB
94
Hilltop National Bank
Wyoming
$8.5K
Bessemer Group
95
Bessemer Group
New Jersey
$6K +$5.79K +552 New
GWM
96
Geneos Wealth Management
Colorado
$5.68K
OLVIG
97
Oliver Lagore Vanvalin Investment Group
Michigan
$5.19K +$4.99K +476 New
FIA
98
FNY Investment Advisers
New York
$4K +$4.19K +400 New
IAIM
99
International Assets Investment Management
Florida
$1.19K +$123K +11,768 +1,001%
JP Morgan Chase
100
JP Morgan Chase
New York
$9

PMO Hedge Fund Activity: Q3 2024 in Review

98 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin Municipal Opportunities Trust (PMO) for Q3 2024, worth a combined $74.2M — up 16% from $64.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PMO positions and 8 closed out — a net gain of 12 holders — while 24 added to existing stakes and 27 trimmed.

The largest buyer was Pathstone Holdings, opening a new position worth an estimated $3.75M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $7.23M sold.

  • 98 institutional investors held Franklin Municipal Opportunities Trust (PMO) as of Q3 2024, up from 87 in Q2 2024.
  • Funds reported $74.2M of Franklin Municipal Opportunities Trust stock for Q3 2024, up 16% quarter-over-quarter.
  • 20 funds opened new Franklin Municipal Opportunities Trust positions in Q3 2024 and 8 closed out, a net change of +12 holders.
  • The largest Franklin Municipal Opportunities Trust buyer in Q3 2024 was Pathstone Holdings, an estimated $3.75M added.
  • The largest Franklin Municipal Opportunities Trust seller in Q3 2024 was Robinson Capital Management, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2024.