PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

75 hedge funds and large institutions have $60.7M invested in Putnam Municipal Opportunities Trust in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$3.2M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.59M
3
SCA
3
Snowden Capital Advisors
New York
$241K
4
OFG
4
OTA Financial Group
New York
$224K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.46M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$4.4M
2
AAM
2
Advisors Asset Management
Colorado
$1.72M
3
Invesco
3
Invesco
Georgia
$3.17M
4
SW
4
SVB Wealth
Massachusetts
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$233K
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$4.4M 338,910 -256,995 -43%
UBS Group
2
UBS Group
Switzerland
$3.64M 280,845 +4,786 +2%
MSL
3
Mackay Shields LLC
New York
$3.32M 255,603 – –
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.27M 251,770 +112 +0%
KAS
5
Kestra Advisory Services
Texas
$3.2M 246,860 +246,860 New
Invesco
6
Invesco
Georgia
$3.17M 244,271 -28,850 -11%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$2.59M 199,847 +37,595 +23%
Bank of America
8
Bank of America
North Carolina
$2.5M 192,976 +4,891 +3%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$2.47M 190,324 -1,556 -0.8%
Morgan Stanley
10
Morgan Stanley
New York
$2.46M 189,634 +9,208 +5%
CIA
11
Capital Investment Advisors
Georgia
$2.15M 165,465 -45 -0%
RJA
12
Raymond James & Associates
Florida
$1.91M 147,451 -9,345 -6%
1SB
13
1ST Source Bank
Indiana
$1.75M 134,673 +2,870 +2%
AAM
14
Advisors Asset Management
Colorado
$1.72M 132,385 -41,418 -24%
Wells Fargo
15
Wells Fargo
California
$1.66M 128,058 +2,234 +2%
VanEck Associates
16
VanEck Associates
New York
$1.49M 114,512 -3,074 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.37M 105,239 -7,716 -7%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.17M 90,351 +2,000 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.13M 87,006 -11,059 -11%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$991K 76,392 +667 +0.9%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$976K 75,253 +3,470 +5%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$971K 74,898 -2,756 -4%
SIA
23
Sit Investment Associates
Minnesota
$767K 59,100 – –
GC
24
Guggenheim Capital
Illinois
$755K 58,219 -8,959 -13%
PIA
25
Powell Investment Advisors
Florida
$749K 57,540 +588 +1%
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