PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

88 hedge funds and large institutions have $74.1M invested in Putnam Municipal Opportunities Trust in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
24
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$1.31M
2
GC
Guggenheim Capital
Illinois
+$1.24M
3
PAS
Park Avenue Securities
New York
+$1.13M
4
RCM
Robinson Capital Management
Michigan
+$875K
5
AAM
Advisors Asset Management
Colorado
+$594K

Top Sellers

1
RIL
Rothschild Investment LLC
Illinois
-$1.59M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.1M
3
UBS Group
UBS Group
Switzerland
-$1.06M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$464K
5
Morgan Stanley
Morgan Stanley
New York
-$432K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
Activest Wealth Management
Florida
$41K – – –
DJSG
77
D.J. St. Germain
Massachusetts
$29.7K +$29.7K +3,000 New
CI
78
CX Institutional
Indiana
$29K +$29K +2,969 New
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$28.9K – – –
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$25.1K – – –
RIL
81
Rothschild Investment LLC
Illinois
$23.6K -$1.59M -160,999 -99%
GWM
82
Geneos Wealth Management
Colorado
$15.5K -$22.7K -2,299 -60%
HI
83
Harbour Investments
Wisconsin
$13.9K – – –
MWM
84
Mascoma Wealth Management
New Hampshire
$11.8K – – –
AIM
85
Anchor Investment Management
South Carolina
$9.89K – – –
HNB
86
Hilltop National Bank
Wyoming
$7.71K +$7.71K +780 New
OLVIG
87
Oliver Lagore Vanvalin Investment Group
Michigan
$4.85K +$4.85K +476 New
EC
88
Elequin Capital
New York
$79 -$70.1K -7,096 -100%
Baird Financial Group
89
Baird Financial Group
Wisconsin
– -$464K -45,532 Closed
AWM
90
Avior Wealth Management
Nebraska
– -$163K -16,035 Closed
FFO
91
Fortitude Family Office
Arizona
– -$125K -12,309 Closed
DC
92
Davenport & Co
Virginia
– -$108K -10,601 Closed
SAM
93
Seelaus Asset Management
New Jersey
– -$106K -10,388 Closed
ITIM
94
Indiana Trust & Investment Management
Indiana
– -$30.6K -3,000 Closed
WA
95
WPG Advisers
Maryland
– -$1.06K -104 Closed
CCM
96
Coldstream Capital Management
Washington
– -$561 -55 Closed
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
– -$9 – –
HNB
98
Huntington National Bank
Ohio
– -$98.6K – –
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