PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

70 hedge funds and large institutions have $91.6M invested in Putnam Municipal Opportunities Trust in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$18.3M
2
CWM
2
Cornerstone Wealth Management
Missouri
$1.56M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$2.96M
4
PPA
4
Parametric Portfolio Associates
Washington
$3M
5
RCM
5
Robinson Capital Management
Michigan
$7.14M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$1.1M
2
AAM
2
Advisors Asset Management
Colorado
$1.79M
3
Wells Fargo
3
Wells Fargo
California
$1.95M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.57M
5
FAAS
5
First Allied Advisory Services
California
$129K
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$18.3M 1,584,748 +1,247,243 +370%
MSL
2
Mackay Shields LLC
New York
$14.4M 1,234,990 – –
RCM
3
Robinson Capital Management
Michigan
$7.14M 611,271 +49,872 +9%
GC
4
Guggenheim Capital
Illinois
$5.75M 491,984 +11,287 +2%
Bank of America
5
Bank of America
North Carolina
$4.02M 343,808 -12,237 -3%
Invesco
6
Invesco
Georgia
$3.36M 287,579 +41,305 +17%
PPA
7
Parametric Portfolio Associates
Washington
$3M 256,428 +69,052 +37%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$2.96M 253,606 +79,931 +46%
Morgan Stanley
9
Morgan Stanley
New York
$2.57M 220,164 -27,738 -11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.46M 210,175 +627 +0.3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.45M 209,418 -1,806 -0.9%
Wells Fargo
12
Wells Fargo
California
$1.95M 166,541 -42,166 -20%
AAM
13
Advisors Asset Management
Colorado
$1.79M 153,254 -77,217 -34%
UBS Group
14
UBS Group
Switzerland
$1.62M 138,986 +1,214 +0.9%
CWM
15
Cornerstone Wealth Management
Missouri
$1.56M 18,221 +18,221 New
VanEck Associates
16
VanEck Associates
New York
$1.53M 130,927 +26,360 +25%
1SB
17
1ST Source Bank
Indiana
$1.51M 129,215 -1,287 -1%
CIA
18
Capital Investment Advisors
Georgia
$1.47M 125,428 +32,814 +35%
RJA
19
Raymond James & Associates
Florida
$1.4M 119,856 +15,789 +15%
SIA
20
Sit Investment Associates
Minnesota
$1.1M 94,157 -158,727 -63%
IWA
21
IBEX Wealth Advisors
New Jersey
$837K 71,740 – –
SMC
22
Smith, Moore & Co
Missouri
$787K 67,353 -1,604 -2%
LCM
23
Landscape Capital Management
New Jersey
$734K 62,855 -14,739 -19%
DLG
24
Daniel L. Goodwin
$664K 56,866 – –
RJFSA
25
Raymond James Financial Services Advisors
Florida
$615K 52,666 -4,394 -8%
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