PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

65 hedge funds and large institutions have $73.3M invested in Putnam Municipal Opportunities Trust in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
16
Closed
7
Calls
–
Puts
$13K
Net Calls
-$13K
Net Calls Change
-$13K

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$5.81M
2
Invesco
2
Invesco
Georgia
$2.8M
3
SMC
3
Smith, Moore & Co
Missouri
$759K
4
RCM
4
Robinson Capital Management
Michigan
$7.19M
5
SIA
5
Sit Investment Associates
Minnesota
$3.98M

Top Sellers

1
IWA
1
IBEX Wealth Advisors
New Jersey
$0
2
YP
2
Yellowstone Partners
Idaho
$0
3
PPA
3
Parametric Portfolio Associates
Washington
$3.56M
4
1IA
4
1834 Investment Advisors
Wisconsin
$225K
5
FPCP
5
Fort Point Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MSL
1
Mackay Shields LLC
New York
$15.3M 1,234,990 – –
RCM
2
Robinson Capital Management
Michigan
$7.19M 582,425 +35,161 +6%
GC
3
Guggenheim Capital
Illinois
$5.81M 470,097 +70,263 +18%
Bank of America
4
Bank of America
North Carolina
$4.07M 329,644 +19,434 +6%
SIA
5
Sit Investment Associates
Minnesota
$3.98M 322,320 +28,298 +10%
Morgan Stanley
6
Morgan Stanley
New York
$3.66M 296,651 -12,329 -4%
PPA
7
Parametric Portfolio Associates
Washington
$3.56M 288,547 -21,912 -7%
AAM
8
Advisors Asset Management
Colorado
$3.21M 259,522 +16,502 +7%
Invesco
9
Invesco
Georgia
$2.8M 226,728 +67,429 +42%
Wells Fargo
10
Wells Fargo
California
$2.7M 218,681 +1,979 +0.9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.36M 190,912 -9,053 -5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.84M 148,569 +12,219 +9%
1SB
13
1ST Source Bank
Indiana
$1.69M 137,175 +5,232 +4%
UBS Group
14
UBS Group
Switzerland
$1.69M 136,555 +3,042 +2%
VanEck Associates
15
VanEck Associates
New York
$1.31M 105,916 -3,336 -3%
RJA
16
Raymond James & Associates
Florida
$1.11M 89,837 +22,704 +34%
CIA
17
Capital Investment Advisors
Georgia
$1.1M 89,387 – –
SMC
18
Smith, Moore & Co
Missouri
$759K 61,421 +61,421 New
DLG
19
Daniel L. Goodwin
$702K 56,866 – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$663K 53,715 +10,203 +23%
BAM
21
Brave Asset Management
New Jersey
$573K 46,431 -6,000 -11%
Stifel Financial
22
Stifel Financial
Missouri
$509K 41,291 +72 +0.2%
RVPG
23
Relative Value Partners Group
$506K 41,000 – –
TFCP
24
Twin Focus Capital Partners
Massachusetts
$386K 31,294 – –
Cohen & Steers
25
Cohen & Steers
New York
$366K 29,617 -4,661 -14%
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