PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

59 hedge funds and large institutions have $68.6M invested in Putnam Municipal Opportunities Trust in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
14
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$2.69M
2
KIM
2
Karpus Investment Management
New York
$13.9M
3
FIMG
3
Financial & Investment Management Group
Michigan
$2.15M
4
PIA
4
Peachtree Investment Advisors
Georgia
$1.91M
5
GEM
5
Global Endowment Management
North Carolina
$2.13M

Top Sellers

1
FTCM
1
Fir Tree Capital Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.53M
3
1SB
3
1ST Source Bank
Indiana
$2.93M
4
FAAS
4
First Allied Advisory Services
California
$226K
5
GC
5
Guggenheim Capital
Illinois
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$13.9M 1,294,914 +200,568 +18%
Invesco
2
Invesco
Georgia
$7.5M 698,150 +83,207 +14%
AAM
3
Advisors Asset Management
Colorado
$6.37M 592,691 +31,505 +6%
PPA
4
Parametric Portfolio Associates
Washington
$4.16M 387,246 +135,719 +54%
Morgan Stanley
5
Morgan Stanley
New York
$3.53M 328,568 -103,492 -24%
Wells Fargo
6
Wells Fargo
California
$3.37M 313,457 -25,645 -8%
1SB
7
1ST Source Bank
Indiana
$2.93M 272,806 -70,229 -20%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.87M 266,995 +52,419 +24%
RCM
9
Rivernorth Capital Management
Florida
$2.69M 250,700 +250,700 New
GC
10
Guggenheim Capital
Illinois
$2.28M 211,886 -39,326 -16%
FIMG
11
Financial & Investment Management Group
Michigan
$2.15M 199,900 +199,900 New
GEM
12
Global Endowment Management
North Carolina
$2.13M 198,270 +152,100 +329%
PIA
13
Peachtree Investment Advisors
Georgia
$1.91M 177,691 +177,691 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$1.54M 143,494 +141,327 +6,522%
Bank of America
15
Bank of America
North Carolina
$1.34M 124,646 -2,805 -2%
AQR Capital Management
16
AQR Capital Management
Connecticut
$1.21M 112,530 +31,483 +39%
CIA
17
Capital Investment Advisors
Georgia
$862K 80,281 +80,281 New
HK
18
Horizon Kinetics
New York
$778K 72,486 -6,158 -8%
LPL Financial
19
LPL Financial
California
$653K 60,792 +5,919 +11%
DLG
20
Daniel L. Goodwin
$622K 57,866 – –
U
21
UBS
Switzerland
$518K 48,204 +13,865 +40%
RVP
22
Relative Value Partners
Illinois
$440K 41,000 – –
VKH
23
Virtu KCG Holdings
New York
$428K 39,891 +39,891 New
SG Americas Securities
24
SG Americas Securities
New York
$401K 37,358 +37,358 New
SCA
25
STALEY CAPITAL ADVISERS
Pennsylvania
$389K 36,220 +36,220 New
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