Franklin Municipal Opportunities Trust
PMO
93 hedge funds and large institutions have $75.4M invested in Franklin Municipal Opportunities Trust in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 12 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 21
1.96% more ownership
Funds ownership: 21.41% → 23.37% (+2%)
2% more capital invested
Capital invested by funds: $74.2M → $75.4M (+$1.21M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 98 → 93 (-5)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$3.46M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$2.29M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.47M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.34M |
| 5 |
Morgan Stanley
New York
|
+$935K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$2.1M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$692K |
| 3 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
-$556K |
| 4 |
Rockefeller Capital Management
New York
|
-$483K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$440K |
PMO Hedge Fund Activity: Q4 2024 in Review
93 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Municipal Opportunities Trust (PMO) for Q4 2024, worth a combined $75.4M — up 1.6% from $74.2M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PMO and 10 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 32 added.
The largest buyer was Hennion & Walsh Asset Management, adding an estimated $3.46M. The largest seller was Logan Stone Capital, cutting an estimated $2.1M.
- 93 institutional investors held Franklin Municipal Opportunities Trust (PMO) as of Q4 2024, down from 98 in Q3 2024.
- Funds reported $75.4M of Franklin Municipal Opportunities Trust stock for Q4 2024, up 1.6% quarter-over-quarter.
- 10 funds opened new Franklin Municipal Opportunities Trust positions in Q4 2024 and 12 closed out, a net change of -2 holders.
- The largest Franklin Municipal Opportunities Trust buyer in Q4 2024 was Hennion & Walsh Asset Management, an estimated $3.46M added.
- The largest Franklin Municipal Opportunities Trust seller in Q4 2024 was Logan Stone Capital, an estimated $2.1M sold.
Based on aggregated 13F filings for Q4 2024.