PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

59 hedge funds and large institutions have $67.5M invested in Putnam Municipal Opportunities Trust in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
16
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$4.39M
2
Bank of America
2
Bank of America
North Carolina
$2.85M
3
RCM
3
Robinson Capital Management
Michigan
$5.53M
4
SIA
4
Sit Investment Associates
Minnesota
$3.78M
5
Invesco
5
Invesco
Georgia
$922K

Top Sellers

1
NVIM
1
New Vernon Investment Management
Illinois
$0
2
BAM
2
Brave Asset Management
New Jersey
$519K
3
UBS Group
3
UBS Group
Switzerland
$1.23M
4
AAM
4
Advisors Asset Management
Colorado
$5.3M
5
VanEck Associates
5
VanEck Associates
New York
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
MSL
1
Mackay Shields LLC
New York
$15.4M 1,290,858 +55,868 +5%
RCM
2
Robinson Capital Management
Michigan
$5.53M 462,352 +103,147 +29%
AAM
3
Advisors Asset Management
Colorado
$5.3M 443,722 -38,241 -8%
GC
4
Guggenheim Capital
Illinois
$5.15M 431,139 +23,875 +6%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$4.39M 367,384 +136,259 +59%
SIA
6
Sit Investment Associates
Minnesota
$3.78M 316,440 +93,393 +42%
Morgan Stanley
7
Morgan Stanley
New York
$3.15M 263,628 -23,420 -8%
Bank of America
8
Bank of America
North Carolina
$2.85M 238,863 +113,812 +91%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.57M 215,179 -1,026 -0.5%
1SB
10
1ST Source Bank
Indiana
$1.81M 151,809 -6,910 -4%
Wells Fargo
11
Wells Fargo
California
$1.73M 144,597 +48,380 +50%
UBS Group
12
UBS Group
Switzerland
$1.23M 102,685 -50,182 -33%
IWA
13
IBEX Wealth Advisors
New Jersey
$1.1M 91,080 +1,874 +2%
CIA
14
Capital Investment Advisors
Georgia
$1.1M 92,012 -3,630 -4%
VanEck Associates
15
VanEck Associates
New York
$1.07M 89,107 -37,422 -30%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.05M 87,938 +20,027 +29%
Invesco
17
Invesco
Georgia
$922K 77,168 +77,168 New
LPL Financial
18
LPL Financial
California
$709K 59,143 +1,056 +2%
DLG
19
Daniel L. Goodwin
$679K 56,866 – –
LCM
20
Landscape Capital Management
New Jersey
$662K 55,378 +55,378 New
DA
21
Doliver Advisors
Texas
$580K 48,558 +48,558 New
RJA
22
Raymond James & Associates
Florida
$542K 45,369 -4,915 -10%
BAM
23
Brave Asset Management
New Jersey
$519K 43,431 -66,500 -60%
Stifel Financial
24
Stifel Financial
Missouri
$500K 41,642 +3,766 +10%
RVPG
25
Relative Value Partners Group
$490K 41,000 – –
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