PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

74 hedge funds and large institutions have $58.7M invested in Putnam Municipal Opportunities Trust in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$1.01M
2
UBS Group
2
UBS Group
Switzerland
$2.99M
3
Bank of America
3
Bank of America
North Carolina
$2.94M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$2.73M
5
Invesco
5
Invesco
Georgia
$3.14M

Top Sellers

1
MSL
1
Mackay Shields LLC
New York
$3.05M
2
RCM
2
Rivernorth Capital Management
Florida
$9.52M
3
PPA
3
Parametric Portfolio Associates
Washington
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$2.35M
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$9.52M 797,557 -516,181 -39%
Invesco
2
Invesco
Georgia
$3.14M 263,329 +32,593 +14%
MSL
3
Mackay Shields LLC
New York
$3.05M 255,603 -979,387 -79%
UBS Group
4
UBS Group
Switzerland
$2.99M 250,324 +53,975 +27%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.95M 247,526 +13,497 +6%
Bank of America
6
Bank of America
North Carolina
$2.94M 246,805 +44,011 +22%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$2.73M 228,770 +38,094 +20%
Morgan Stanley
8
Morgan Stanley
New York
$2.35M 196,983 -77,899 -28%
AAM
9
Advisors Asset Management
Colorado
$2.26M 189,023 -27,904 -13%
RJA
10
Raymond James & Associates
Florida
$2.08M 174,447 +18,390 +12%
CIA
11
Capital Investment Advisors
Georgia
$1.98M 165,764 -13,421 -7%
1SB
12
1ST Source Bank
Indiana
$1.64M 137,685 +9,481 +7%
Wells Fargo
13
Wells Fargo
California
$1.6M 134,150 -3,233 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.41M 117,794 -3,942 -3%
VanEck Associates
15
VanEck Associates
New York
$1.37M 114,647 -41,848 -27%
GC
16
Guggenheim Capital
Illinois
$1.16M 97,075 -30,816 -24%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$1.15M 96,648 +7,075 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.08M 90,685 +90,685 New
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.01M 84,351 +84,351 New
Baird Financial Group
20
Baird Financial Group
Wisconsin
$894K 74,898 -4,522 -6%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$863K 72,367 -14,212 -16%
SMC
22
Smith, Moore & Co
Missouri
$751K 62,992 -6,300 -9%
SIA
23
Sit Investment Associates
Minnesota
$705K 59,100 – –
DLG
24
Daniel L. Goodwin
$678K 56,866 – –
PIA
25
Powell Investment Advisors
Florida
$675K 56,311 +568 +1%
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