PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

70 hedge funds and large institutions have $60.3M invested in Putnam Municipal Opportunities Trust in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$917K
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.07M
3
Ameriprise
3
Ameriprise
Minnesota
$611K
4
UBS Group
4
UBS Group
Switzerland
$3.53M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$309K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$7.62M
2
Bank of America
2
Bank of America
North Carolina
$2.4M
3
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$2.45M
4
GC
4
Guggenheim Capital
Illinois
$859K
5
BAM
5
Brave Asset Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$7.62M 595,905 -201,652 -25%
UBS Group
2
UBS Group
Switzerland
$3.53M 276,059 +25,735 +10%
Invesco
3
Invesco
Georgia
$3.49M 273,121 +9,792 +4%
MSL
4
Mackay Shields LLC
New York
$3.27M 255,603 – –
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.22M 251,658 +4,132 +2%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$2.45M 191,880 -36,890 -16%
Bank of America
7
Bank of America
North Carolina
$2.4M 188,085 -58,720 -24%
Morgan Stanley
8
Morgan Stanley
New York
$2.31M 180,426 -16,557 -8%
AAM
9
Advisors Asset Management
Colorado
$2.22M 173,803 -15,220 -8%
CIA
10
Capital Investment Advisors
Georgia
$2.12M 165,510 -254 -0.2%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$2.07M 162,252 +65,604 +68%
RJA
12
Raymond James & Associates
Florida
$2M 156,796 -17,651 -10%
1SB
13
1ST Source Bank
Indiana
$1.69M 131,803 -5,882 -4%
Wells Fargo
14
Wells Fargo
California
$1.61M 125,824 -8,326 -6%
VanEck Associates
15
VanEck Associates
New York
$1.5M 117,586 +2,939 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.44M 112,955 -4,839 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.25M 98,065 +7,380 +8%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.13M 88,351 +4,000 +5%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$992K 77,654 +2,756 +4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$968K 75,725 +3,358 +5%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$917K 71,783 +68,366 +2,001%
GC
22
Guggenheim Capital
Illinois
$859K 67,178 -29,897 -31%
SIA
23
Sit Investment Associates
Minnesota
$755K 59,100 – –
PIA
24
Powell Investment Advisors
Florida
$731K 56,952 +641 +1%
SMC
25
Smith, Moore & Co
Missouri
$724K 56,614 -6,378 -10%
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