PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

71 hedge funds and large institutions have $86.3M invested in Putnam Municipal Opportunities Trust in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$382K
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$320K
3
AWS
AJ Wealth Strategies
New York
+$295K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$279K
5
Invesco
Invesco
Georgia
+$241K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$2.28M
2
PPA
Parametric Portfolio Associates
Washington
-$1.69M
3
COLIM
City of London Investment Management
United Kingdom
-$1.13M
4
GC
Guggenheim Capital
Illinois
-$921K
5
LNC
Lincoln National Corp
Pennsylvania
-$852K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$17.3M -$2.28M -173,595 -12%
MSL
2
Mackay Shields LLC
New York
$16.2M – – –
Morgan Stanley
3
Morgan Stanley
New York
$3.62M +$382K +29,024 +12%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.08M +$117K +8,926 +4%
Invesco
5
Invesco
Georgia
$3.03M +$241K +18,317 +9%
PPA
6
Parametric Portfolio Associates
Washington
$2.87M -$1.69M -128,370 -37%
AAM
7
Advisors Asset Management
Colorado
$2.85M -$332K -25,256 -10%
Bank of America
8
Bank of America
North Carolina
$2.67M +$82.7K +6,287 +3%
UBS Group
9
UBS Group
Switzerland
$2.58M +$41.7K +3,173 +2%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$2.51M +$66K +5,018 +3%
CIA
11
Capital Investment Advisors
Georgia
$2.36M -$111K -8,429 -4%
VanEck Associates
12
VanEck Associates
New York
$2.06M +$105K +8,020 +5%
RJA
13
Raymond James & Associates
Florida
$2.05M +$39.4K +2,996 +2%
Wells Fargo
14
Wells Fargo
California
$1.81M +$19.7K +1,501 +1%
1SB
15
1ST Source Bank
Indiana
$1.69M +$22.8K +1,737 +1%
GC
16
Guggenheim Capital
Illinois
$1.68M -$921K -70,052 -35%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.6M -$176K -13,402 -10%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.18M -$27.1K -2,061 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.14M +$70.3K +5,345 +7%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.04M +$162K +12,314 +18%
SMC
21
Smith, Moore & Co
Missouri
$911K +$94.1K +7,154 +12%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$797K +$320K +24,340 +67%
SIA
23
Sit Investment Associates
Minnesota
$777K – – –
DLG
24
Daniel L. Goodwin
$748K – – –
PIA
25
Powell Investment Advisors
Florida
$736K +$736K +55,743 New
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