PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

58 hedge funds and large institutions have $91.1M invested in Putnam Municipal Opportunities Trust in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NVIM
New Vernon Investment Management
Illinois
$3.72M
2
KIM
Karpus Investment Management
New York
$19.4M
3
AAM
Advisors Asset Management
Colorado
$7.23M
4
Deutsche Bank
Deutsche Bank
Germany
$689K
5
BAM
Brave Asset Management
New Jersey
$962K

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
2
Invesco
Invesco
Georgia
$1.48M
3
Wells Fargo
Wells Fargo
California
$2.17M
4
DA
Doliver Advisors
Texas
$0
5
BA
BlackRock Advisors
Delaware
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$19.4M +$2.81M +234,195 +17%
PPA
2
Parametric Portfolio Associates
Washington
$11.7M +$381K +31,743 +3%
AAM
3
Advisors Asset Management
Colorado
$7.23M +$845K +70,453 +13%
Morgan Stanley
4
Morgan Stanley
New York
$4M +$387K +32,304 +11%
NVIM
5
New Vernon Investment Management
Illinois
$3.72M +$3.72M +310,000 New
RCM
6
Rivernorth Capital Management
Florida
$3.2M +$206K +17,201 +7%
OHA
7
Oak Hill Advisors
New York
$3.09M – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.08M -$9.71K -810 -0.3%
FIMG
9
Financial & Investment Management Group
Michigan
$2.84M -$55.2K -4,600 -2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$2.51M +$360K +30,000 +17%
1SB
11
1ST Source Bank
Indiana
$2.48M +$38K +3,172 +2%
Wells Fargo
12
Wells Fargo
California
$2.17M -$1.09M -91,211 -33%
RJA
13
Raymond James & Associates
Florida
$1.97M +$120K +10,000 +6%
GEM
14
Global Endowment Management
North Carolina
$1.95M – – –
COLIM
15
City of London Investment Management
United Kingdom
$1.9M +$120K +10,000 +7%
AQR Capital Management
16
AQR Capital Management
Connecticut
$1.87M +$125K +10,452 +7%
GC
17
Guggenheim Capital
Illinois
$1.55M -$255K -21,267 -14%
Bank of America
18
Bank of America
North Carolina
$1.53M +$57.7K +4,809 +4%
Invesco
19
Invesco
Georgia
$1.48M -$1.83M -152,267 -55%
PAM
20
PT Asset Management
Illinois
$1.45M +$1.45M +120,539 New
PIA
21
Peachtree Investment Advisors
Georgia
$1.43M -$222K -18,504 -13%
BAM
22
Brave Asset Management
New Jersey
$962K +$495K +41,300 +106%
UBS Group
23
UBS Group
Switzerland
$954K +$954K +79,570 New
CIA
24
Capital Investment Advisors
Georgia
$919K -$4.32K -360 -0.5%
DLG
25
Daniel L. Goodwin
$694K – – –
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