PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

54 hedge funds and large institutions have $86.5M invested in Putnam Municipal Opportunities Trust in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
15
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$3.59M
2
PPA
2
Parametric Portfolio Associates
Washington
$15.6M
3
GC
3
Guggenheim Capital
Illinois
$3.82M
4
LPL Financial
4
LPL Financial
California
$1.24M
5
LCM
5
Landscape Capital Management
New Jersey
$636K

Top Sellers

1
OHA
1
Oak Hill Advisors
New York
$0
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
COLIM
3
City of London Investment Management
United Kingdom
$876K
4
Bank of America
4
Bank of America
North Carolina
$1.2M
5
FIMG
5
Financial & Investment Management Group
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$22.9M 1,864,843 -14,935 -0.8%
PPA
2
Parametric Portfolio Associates
Washington
$15.6M 1,271,826 +73,613 +6%
AAM
3
Advisors Asset Management
Colorado
$5.86M 476,802 +14,563 +3%
GC
4
Guggenheim Capital
Illinois
$3.82M 310,974 +57,701 +23%
NVIM
5
New Vernon Investment Management
Illinois
$3.81M 310,000 – –
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$3.59M 292,485 +292,485 New
Morgan Stanley
7
Morgan Stanley
New York
$3.57M 290,606 -37,238 -11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.21M 261,090 +14,803 +6%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$2.58M 210,375 – –
1SB
10
1ST Source Bank
Indiana
$2.05M 166,925 -19,463 -10%
RJA
11
Raymond James & Associates
Florida
$1.87M 152,206 -20,694 -12%
Wells Fargo
12
Wells Fargo
California
$1.75M 142,155 -13,712 -9%
UBS Group
13
UBS Group
Switzerland
$1.43M 116,191 +23,191 +25%
BAM
14
Brave Asset Management
New Jersey
$1.42M 115,431 +17,900 +18%
LPL Financial
15
LPL Financial
California
$1.24M 99,528 +47,650 +92%
Bank of America
16
Bank of America
North Carolina
$1.2M 97,774 -65,558 -40%
CIA
17
Capital Investment Advisors
Georgia
$1.14M 92,681 +11,217 +14%
RCM
18
Robinson Capital Management
Michigan
$878K 71,524 +71,524 New
COLIM
19
City of London Investment Management
United Kingdom
$876K 71,106 -68,394 -49%
VanEck Associates
20
VanEck Associates
New York
$864K 70,333 +13,590 +24%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$717K 58,393 +8,084 +16%
DLG
22
Daniel L. Goodwin
$710K 57,866 – –
LCM
23
Landscape Capital Management
New Jersey
$636K 51,756 +32,977 +176%
RVPG
24
Relative Value Partners Group
$503K 41,000 – –
Stifel Financial
25
Stifel Financial
Missouri
$486K 39,513 -607 -2%
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