PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

70 hedge funds and large institutions have $75.9M invested in Putnam Municipal Opportunities Trust in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
70
Holders Change
+5
Holders Change %
+7.69%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
21
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$3.94M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$2.03M
3
IWA
3
IBEX Wealth Advisors
New Jersey
$837K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.46M
5
LCM
5
Landscape Capital Management
New Jersey
$905K

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$2.19M
2
SIA
2
Sit Investment Associates
Minnesota
$2.95M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.89M
4
AAM
4
Advisors Asset Management
Colorado
$2.72M
5
RCM
5
Robinson Capital Management
Michigan
$6.52M
Name Market Value Shares Shares
Change 		Shares
Change %
MSL
1
Mackay Shields LLC
New York
$14.4M 1,234,990 – –
RCM
2
Robinson Capital Management
Michigan
$6.52M 561,399 -21,026 -4%
GC
3
Guggenheim Capital
Illinois
$5.61M 480,697 +10,600 +2%
Bank of America
4
Bank of America
North Carolina
$4.15M 356,045 +26,401 +8%
KIM
5
Karpus Investment Management
New York
$3.94M 337,505 +337,505 New
SIA
6
Sit Investment Associates
Minnesota
$2.95M 252,884 -69,436 -22%
Morgan Stanley
7
Morgan Stanley
New York
$2.89M 247,902 -48,749 -16%
Invesco
8
Invesco
Georgia
$2.87M 246,274 +19,546 +9%
AAM
9
Advisors Asset Management
Colorado
$2.72M 230,471 -29,051 -11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.46M 211,224 +62,655 +42%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.44M 209,548 +18,636 +10%
Wells Fargo
12
Wells Fargo
California
$2.43M 208,707 -9,974 -5%
PPA
13
Parametric Portfolio Associates
Washington
$2.19M 187,376 -101,171 -35%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$2.03M 173,675 +173,675 New
UBS Group
15
UBS Group
Switzerland
$1.61M 137,772 +1,217 +0.9%
1SB
16
1ST Source Bank
Indiana
$1.52M 130,502 -6,673 -5%
VanEck Associates
17
VanEck Associates
New York
$1.22M 104,567 -1,349 -1%
RJA
18
Raymond James & Associates
Florida
$1.21M 104,067 +14,230 +16%
CIA
19
Capital Investment Advisors
Georgia
$1.08M 92,614 +3,227 +4%
LCM
20
Landscape Capital Management
New Jersey
$905K 77,594 +52,723 +212%
IWA
21
IBEX Wealth Advisors
New Jersey
$837K 71,740 +71,740 New
SMC
22
Smith, Moore & Co
Missouri
$804K 68,957 +7,536 +12%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$665K 57,060 +3,345 +6%
DLG
24
Daniel L. Goodwin
$663K 56,866 – –
6M
25
6 Meridian
Kansas
$554K 47,514 +47,514 New
1
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