PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

98 hedge funds and large institutions have $74.2M invested in Putnam 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
Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.42%
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
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
$3.9M
2
1CP
1607 Capital Partners
Virginia
$2.57M
3
GC
Guggenheim Capital
Illinois
$3.58M
4
MC
Matisse Capital
Oregon
$2.07M
5
LSC
Logan Stone Capital
Illinois
$2.57M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$0
2
Ameriprise
Ameriprise
Minnesota
$2.19M
3
LCM
Landscape Capital Management
New Jersey
$477K
4
SCM
Saba Capital Management
New York
$0
5
Invesco
Invesco
Georgia
$521K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Holdings
76
Nomura Holdings
Japan
$120K -$307K -28,178 -72%
IWC
77
Integrated Wealth Concepts
Massachusetts
$119K +$119K +10,879 New
SAM
78
Seelaus Asset Management
New Jersey
$114K – – –
SQA
79
Simon Quick Advisors
New Jersey
$111K +$111K +10,222 New
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
$76.6K +$11.2K +1,023 +17%
FFA
81
Farther Finance Advisors
California
$64.2K -$8.18K -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 +$4.09K +375 +10%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$27.7K – – –
BF
87
BOK Financial
Oklahoma
$17.9K +$17.9K +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 +$14.4K +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 +$6K +552 New
GWM
96
Geneos Wealth Management
Colorado
$5.68K – – –
OLVIG
97
Oliver Lagore Vanvalin Investment Group
Michigan
$5.19K +$5.19K +476 New
FIA
98
FNY Investment Advisers
New York
$4K +$4K +400 New
IAIM
99
International Assets Investment Management
Florida
$1.19K +$1.08K +11,768 +1,001%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$9 – – –
1 2 3
4
5