PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

79 hedge funds and large institutions have $94.9M invested in Putnam Municipal Opportunities Trust in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
10
Increased
22
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$10.2M
2
RCM
Rivernorth Capital Management
Florida
+$6.82M
3
Wells Fargo
Wells Fargo
California
+$2.24M
4
LNC
Lincoln National Corp
Pennsylvania
+$1.18M
5
AA
AQR Arbitrage
Connecticut
+$738K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$16.7M
2
CWM
Cornerstone Wealth Management
Missouri
-$1.56M
3
GC
Guggenheim Capital
Illinois
-$1.26M
4
Invesco
Invesco
Georgia
-$947K
5
Bank of America
Bank of America
North Carolina
-$794K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSL
1
Mackay Shields LLC
New York
$13.9M – – –
Wells Fargo
2
Wells Fargo
California
$10.5M +$2.24M +199,486 +27%
RCM
3
Robinson Capital Management
Michigan
$10.2M +$10.2M +907,730 +24,297%
RCM
4
Rivernorth Capital Management
Florida
$6.82M +$6.82M +608,056 New
PPA
5
Parametric Portfolio Associates
Washington
$4.7M +$205K +18,290 +5%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$4.57M +$717K +63,868 +19%
GC
7
Guggenheim Capital
Illinois
$4.09M -$1.26M -112,368 -24%
Invesco
8
Invesco
Georgia
$2.39M -$947K -84,306 -28%
AAM
9
Advisors Asset Management
Colorado
$2.36M +$226K +20,165 +11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.34M -$9.04K -805 -0.4%
Morgan Stanley
11
Morgan Stanley
New York
$2.24M -$124K -11,067 -5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.18M +$59.2K +5,270 +3%
CIA
13
Capital Investment Advisors
Georgia
$2.1M +$343K +30,523 +19%
Bank of America
14
Bank of America
North Carolina
$1.87M -$794K -70,666 -30%
RJA
15
Raymond James & Associates
Florida
$1.79M +$246K +21,894 +16%
UBS Group
16
UBS Group
Switzerland
$1.7M +$209K +18,589 +14%
VanEck Associates
17
VanEck Associates
New York
$1.62M +$22.8K +2,030 +1%
KIM
18
Karpus Investment Management
New York
$1.52M -$16.7M -1,482,931 -92%
1SB
19
1ST Source Bank
Indiana
$1.3M -$75.3K -6,698 -5%
LNC
20
Lincoln National Corp
Pennsylvania
$1.18M +$1.18M +104,705 New
DWM
21
Dakota Wealth Management
Florida
$1.02M -$385K -34,043 -27%
AA
22
AQR Arbitrage
Connecticut
$975K +$738K +65,684 +311%
COLIM
23
City of London Investment Management
United Kingdom
$970K – – –
LCM
24
Landscape Capital Management
New Jersey
$939K +$58.5K +5,209 +7%
SMC
25
Smith, Moore & Co
Missouri
$716K -$52.3K -4,653 -7%
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