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PMO

Franklin Municipal Opportunities Trust
PMO

51 hedge funds and large institutions have $52.6M invested in Franklin Municipal Opportunities Trust in 2013 Q2 according to their latest regulatory filings, with 51 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

10.65% more ownership

Funds ownership: 0% → 10.65% (+11%)

Holders
51
Holders Change
+51
Holders Change %
–
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
51
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1
Karpus Investment Management
New York
$12.6M +$13.4M +1,092,942 New
Invesco
2
Invesco
Georgia
$7.32M +$7.8M +635,669 New
AAM
3
Advisors Asset Management
Colorado
$6.77M +$7.22M +588,197 New
Morgan Stanley
4
Morgan Stanley
New York
$4.36M +$4.65M +379,083 New
Wells Fargo
5
Wells Fargo
California
$3.29M +$3.51M +286,012 New
GC
6
Guggenheim Capital
Illinois
$3.27M +$3.48M +283,704 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.58M +$2.75M +223,986 New
PPA
8
Parametric Portfolio Associates
Washington
$1.54M +$1.64M +133,635 New
HK
9
Horizon Kinetics
New York
$1.19M +$1.27M +103,097 New
Bank of America
10
Bank of America
North Carolina
$941K +$1M +81,750 New
FAAS
11
First Allied Advisory Services
California
$840K +$895K +72,945 New
DA
12
Doliver Advisors
Texas
$728K +$777K +63,282 New
DLG
13
Daniel L. Goodwin
$666K +$710K +57,866 New
NCM
14
Newgate Capital Management
Connecticut
$618K +$659K +53,690 New
LPL Financial
15
LPL Financial
California
$615K +$656K +53,429 New
RVP
16
Relative Value Partners
Illinois
$472K +$503K +41,000 New
SNC
17
Stifel Nicolaus & Co
Missouri
$419K +$446K +36,363 New
RJA
18
Raymond James & Associates
Florida
$388K +$414K +33,707 New
VanEck Associates
19
VanEck Associates
New York
$377K +$402K +32,774 New
TFCP
20
Twin Focus Capital Partners
Massachusetts
$360K +$384K +31,294 New
CA
21
Cornerstone Advisors
North Carolina
$350K +$373K +30,393 New
MA
22
MUFG Americas
New York
$315K +$335K +27,323 New
WAM
23
Wolverine Asset Management
Illinois
$288K +$308K +25,070 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$274K +$292K +23,770 New
U
25
UBS
Switzerland
$233K +$248K +20,205 New
1
2 3

PMO Hedge Fund Activity: Q2 2013 in Review

51 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Franklin Municipal Opportunities Trust (PMO) for Q2 2013, worth a combined $52.6M.

Buyers outnumbered sellers: 51 funds opened new PMO positions and 0 closed out — a net gain of 51 holders — while 0 added to existing stakes and 0 trimmed.

  • 51 institutional investors held Franklin Municipal Opportunities Trust (PMO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $52.6M of Franklin Municipal Opportunities Trust stock for Q2 2013.
  • 51 funds opened new Franklin Municipal Opportunities Trust positions in Q2 2013 and 0 closed out, a net change of +51 holders.

Based on aggregated 13F filings for Q2 2013.