PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

77 hedge funds and large institutions have $58M invested in Putnam Municipal Opportunities Trust in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$1.31M
2
Bank of America
2
Bank of America
North Carolina
$3.81M
3
LB
3
Leo Brokerage
Texas
$775K
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$386K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.46M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$3.62M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.05M
3
RCM
3
Rivernorth Capital Management
Florida
$0
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$1.42M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$459K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.81M 284,051 +90,380 +47%
UBS Group
2
UBS Group
Switzerland
$3.71M 276,493 -4,757 -2%
KAS
3
Kestra Advisory Services
Texas
$3.62M 270,433 -193,834 -42%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.58M 267,393 +14,805 +6%
MSL
5
Mackay Shields LLC
New York
$3.43M 255,603 – –
Invesco
6
Invesco
Georgia
$2.92M 217,656 -18,399 -8%
Morgan Stanley
7
Morgan Stanley
New York
$2.62M 195,418 +4,766 +2%
RJA
8
Raymond James & Associates
Florida
$2.45M 182,627 +10,786 +6%
AAM
9
Advisors Asset Management
Colorado
$1.96M 145,999 +14,189 +11%
CIA
10
Capital Investment Advisors
Georgia
$1.92M 143,224 -22,274 -13%
1SB
11
1ST Source Bank
Indiana
$1.73M 128,869 -3,475 -3%
VanEck Associates
12
VanEck Associates
New York
$1.6M 119,166 +8,829 +8%
Wells Fargo
13
Wells Fargo
California
$1.56M 116,397 -17,448 -13%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.46M 108,535 +15,929 +17%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.44M 107,351 +2,000 +2%
Fiera Capital (Canada)
16
Fiera Capital (Canada)
Quebec, Canada
$1.42M 106,234 -87,505 -45%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.31M 97,628 +10,380 +12%
RCM
18
Robinson Capital Management
Michigan
$1.31M 96,900 +96,900 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.05M 78,396 -152,052 -66%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.02M 75,750 +852 +1%
SMC
21
Smith, Moore & Co
Missouri
$807K 60,210 +4,478 +8%
PIA
22
Powell Investment Advisors
Florida
$795K 59,105 +965 +2%
LB
23
Leo Brokerage
Texas
$775K 57,822 +57,822 New
DLG
24
Daniel L. Goodwin
$695K 51,866 – –
Ameriprise
25
Ameriprise
Minnesota
$626K 46,754 +6 +0%
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