PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

93 hedge funds and large institutions have $75.4M invested in Putnam 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.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-5
Holders Change %
-5.1%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
32
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
$3.49M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$5.83M
3
AAM
Advisors Asset Management
Colorado
$2.95M
4
1CP
1607 Capital Partners
Virginia
$3.67M
5
Morgan Stanley
Morgan Stanley
New York
$4.18M

Top Sellers

1
LSC
Logan Stone Capital
Illinois
$364K
2
WAM
Wolverine Asset Management
Illinois
$0
3
NMC
Nine Masts Capital
Hong Kong
$271K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$947K
5
1SB
1ST Source Bank
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
76
Seelaus Asset Management
New Jersey
$106K – – –
HNB
77
Huntington National Bank
Ohio
$98K -$211K – –
MCM
78
MAI Capital Management
Ohio
$72.9K +$72.9K +7,201 New
Comerica Bank
79
Comerica Bank
Texas
$51.2K +$162 +16 +0.3%
US Bancorp
80
US Bancorp
Minnesota
$46K – – –
GRP
81
Global Retirement Partners
California
$44K – – –
AWM
82
Activest Wealth Management
Florida
$42K – – –
BBPWM
83
Blue Bell Private Wealth Management
Pennsylvania
$40.8K -$30.4K -3,000 -43%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$25.7K – – –
HI
85
Harbour Investments
Wisconsin
$21.7K +$7.44K +734 +52%
BF
86
BOK Financial
Oklahoma
$16.5K – – –
MWM
87
Mascoma Wealth Management
New Hampshire
$12.1K – – –
AIM
88
Anchor Investment Management
South Carolina
$10.1K – – –
Bessemer Group
89
Bessemer Group
New Jersey
$9K +$3.66K +379 +69%
GWM
90
Geneos Wealth Management
Colorado
$8.07K +$2.8K +276 +53%
HNB
91
Hilltop National Bank
Wyoming
$7.9K – – –
OLVIG
92
Oliver Lagore Vanvalin Investment Group
Michigan
$4.82K – – –
FIA
93
FNY Investment Advisers
New York
$4K – – –
WA
94
WPG Advisers
Maryland
$2.79K +$2.79K +275 New
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$8 -$9 – –
WAM
96
Wolverine Asset Management
Illinois
– -$692K -63,488 Closed
1SB
97
1ST Source Bank
Indiana
– -$434K -39,791 Closed
EIP
98
Ellis Investment Partners
Pennsylvania
– -$209K -19,196 Closed
Millennium Management
99
Millennium Management
New York
– -$202K -18,517 Closed
AA
100
AQR Arbitrage
Connecticut
– -$189K -17,368 Closed
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4
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