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 %
NA
101
NewEdge Advisors
Louisiana
– -$189K -17,310 Closed
IAIM
102
International Assets Investment Management
Florida
– -$1.19K -12,944 Closed
BRWA
103
B. Riley Wealth Advisors
Florida
– -$135K -12,349 Closed
IWC
104
Integrated Wealth Concepts
Massachusetts
– -$119K -10,879 Closed
FFA
105
Farther Finance Advisors
California
– -$64.2K -5,888 Closed
JIP
106
Jaffetilchin Investment Partners
Florida
– -$14.4K -1,321 Closed
UB
107
UMB Bank
Missouri
– -$13.9K -1,272 Closed
1 2 3 4
5