PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

63 hedge funds and large institutions have $72.2M invested in Putnam Municipal Opportunities Trust in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
–
Holders Change %
0%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
18
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$3.92M
2
RCM
2
Robinson Capital Management
Michigan
$6.91M
3
Invesco
3
Invesco
Georgia
$2.01M
4
YP
4
Yellowstone Partners
Idaho
$456K
5
GC
5
Guggenheim Capital
Illinois
$5.05M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$0
2
Wells Fargo
2
Wells Fargo
California
$2.74M
3
AAM
3
Advisors Asset Management
Colorado
$3.07M
4
WS
4
Wedbush Securities
California
$165K
5
HK
5
Horizon Kinetics
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MSL
1
Mackay Shields LLC
New York
$15.6M 1,234,990 – –
RCM
2
Robinson Capital Management
Michigan
$6.91M 547,264 +87,678 +19%
GC
3
Guggenheim Capital
Illinois
$5.05M 399,834 +34,426 +9%
PPA
4
Parametric Portfolio Associates
Washington
$3.92M 310,459 +111,475 +56%
Bank of America
5
Bank of America
North Carolina
$3.92M 310,210 +32,373 +12%
Morgan Stanley
6
Morgan Stanley
New York
$3.9M 308,980 +12,020 +4%
SIA
7
Sit Investment Associates
Minnesota
$3.71M 294,022 -11,578 -4%
AAM
8
Advisors Asset Management
Colorado
$3.07M 243,020 -45,952 -16%
Wells Fargo
9
Wells Fargo
California
$2.74M 216,702 -47,910 -18%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.53M 199,965 -8,371 -4%
Invesco
11
Invesco
Georgia
$2.01M 159,299 +83,486 +110%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.72M 136,350 +24,322 +22%
UBS Group
13
UBS Group
Switzerland
$1.69M 133,513 +8,923 +7%
1SB
14
1ST Source Bank
Indiana
$1.67M 131,943 -9,641 -7%
VanEck Associates
15
VanEck Associates
New York
$1.38M 109,252 +2,252 +2%
CIA
16
Capital Investment Advisors
Georgia
$1.13M 89,387 -2,500 -3%
IWA
17
IBEX Wealth Advisors
New Jersey
$994K 78,601 -12,403 -14%
RJA
18
Raymond James & Associates
Florida
$848K 67,133 +18,684 +39%
DLG
19
Daniel L. Goodwin
$718K 56,866 – –
BAM
20
Brave Asset Management
New Jersey
$662K 52,431 -1,000 -2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$550K 43,512 +8,344 +24%
Stifel Financial
22
Stifel Financial
Missouri
$523K 41,219 -556 -1%
RVPG
23
Relative Value Partners Group
$520K 41,000 – –
YP
24
Yellowstone Partners
Idaho
$456K 36,108 +36,108 New
Cohen & Steers
25
Cohen & Steers
New York
$433K 34,278 +1,659 +5%
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