PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

75 hedge funds and large institutions have $94.1M invested in Putnam Municipal Opportunities Trust in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$8.35M
2
PPA
2
Parametric Portfolio Associates
Washington
$4.57M
3
DWM
3
Dakota Wealth Management
Florida
$1.42M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$3.92M
5
COLIM
5
City of London Investment Management
United Kingdom
$985K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$43K
2
Bank of America
2
Bank of America
North Carolina
$2.71M
3
SIA
3
Sit Investment Associates
Minnesota
$675K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
ICM
5
Ionic Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$18.5M 1,618,248 +33,500 +2%
MSL
2
Mackay Shields LLC
New York
$14.1M 1,234,990 – –
Wells Fargo
3
Wells Fargo
California
$8.35M 731,085 +564,544 +339%
GC
4
Guggenheim Capital
Illinois
$5.44M 476,612 -15,372 -3%
PPA
5
Parametric Portfolio Associates
Washington
$4.57M 400,153 +143,725 +56%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$3.92M 343,216 +89,610 +35%
Invesco
7
Invesco
Georgia
$3.39M 297,029 +9,450 +3%
Bank of America
8
Bank of America
North Carolina
$2.71M 237,281 -106,527 -31%
Morgan Stanley
9
Morgan Stanley
New York
$2.4M 210,352 -9,812 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.39M 209,051 -1,124 -0.5%
AAM
11
Advisors Asset Management
Colorado
$2.17M 189,995 +36,741 +24%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.15M 188,505 -20,913 -10%
CIA
13
Capital Investment Advisors
Georgia
$1.79M 156,740 +31,312 +25%
VanEck Associates
14
VanEck Associates
New York
$1.62M 141,977 +11,050 +8%
RJA
15
Raymond James & Associates
Florida
$1.57M 137,509 +17,653 +15%
CWM
16
Cornerstone Wealth Management
Missouri
$1.56M 19,683 +1,462 +8%
UBS Group
17
UBS Group
Switzerland
$1.51M 132,314 -6,672 -5%
DWM
18
Dakota Wealth Management
Florida
$1.42M 124,354 +124,354 New
1SB
19
1ST Source Bank
Indiana
$1.4M 122,564 -6,651 -5%
COLIM
20
City of London Investment Management
United Kingdom
$985K 86,295 +86,295 New
LCM
21
Landscape Capital Management
New Jersey
$895K 78,397 +15,542 +25%
SMC
22
Smith, Moore & Co
Missouri
$781K 68,410 +1,057 +2%
IWA
23
IBEX Wealth Advisors
New Jersey
$743K 65,582 -6,158 -9%
HFS
24
HL Financial Services
Kentucky
$692K 60,606 +15,500 +34%
SIA
25
Sit Investment Associates
Minnesota
$675K 59,100 -35,057 -37%
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