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PMO

Putnam Municipal Opportunities Trust

87 hedge funds and large institutions have $89.9M invested in Putnam Municipal Opportunities Trust in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0.2% more ownership

Funds ownership: 27.23%27.43% (+0.2%)

0% more funds holding

Funds holding: 8787 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $92.7M → $89.9M (-$2.77M)

Holders
87
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
30
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$30K +$15.9K +1,500 +107%
ASN
77
Advisory Services Network
Georgia
$25.6K +$26.3K +2,483 New
RIL
78
Rothschild Investment LLC
Illinois
$24.6K
WAM
79
Wolverine Asset Management
Illinois
$22.7K +$23.3K +2,200 New
BBPWM
80
Blue Bell Private Wealth Management
Pennsylvania
$21.9K
GWM
81
Geneos Wealth Management
Colorado
$16.1K
CFB
82
Cullen/Frost Bankers
Texas
$13K +$13.4K +1,266 New
IAIM
83
International Assets Investment Management
Florida
$12.7K +$53 +5 +0.4%
MWM
84
Mascoma Wealth Management
New Hampshire
$12.3K
AIM
85
Anchor Investment Management
South Carolina
$10.3K
CFSG
86
Community Financial Services Group
Vermont
$9.58K +$9.89K +935 New
HNB
87
Hilltop National Bank
Wyoming
$8.03K
ECA
88
Elevated Capital Advisors
Utah
$6.13K
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
-$230K -21,508 Closed
Jane Street
90
Jane Street
New York
-$139K -12,965 Closed
WFA
91
Wellspring Financial Advisors
Ohio
-$112K -10,500 Closed
MML Investors Services
92
MML Investors Services
Massachusetts
-$107K -10,014 Closed
EW
93
Elyxium Wealth
California
-$44.5K -4,158 Closed
KG
94
Kilter Group
New York
-$13.4K -1,255 Closed