PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

77 hedge funds and large institutions have $53.6M invested in Putnam Municipal Opportunities Trust in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
23
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$1.62M
2
NA
NewEdge Advisors
Louisiana
$484K
3
RJA
Raymond James & Associates
Florida
$2.9M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$1.73M
5
Invesco
Invesco
Georgia
$3.77M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$229K
2
UBS Group
UBS Group
Switzerland
$1.54M
3
AA
AlphaCentric Advisors
Puerto Rico
$0
4
OFG
OTA Financial Group
New York
$0
5
Wells Fargo
Wells Fargo
California
$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.19M +$85.9K +5,969 +2%
Invesco
2
Invesco
Georgia
$3.77M +$177K +12,293 +5%
Bank of America
3
Bank of America
North Carolina
$3.73M +$101K +7,013 +3%
Morgan Stanley
4
Morgan Stanley
New York
$2.93M +$14.8K +1,029 +0.5%
RJA
5
Raymond James & Associates
Florida
$2.9M +$198K +13,730 +7%
1SB
6
1ST Source Bank
Indiana
$2.14M +$130 +9 +0%
CIA
7
Capital Investment Advisors
Georgia
$2.01M -$24.8K -1,722 -1%
VanEck Associates
8
VanEck Associates
New York
$1.91M +$33.9K +2,357 +2%
AAM
9
Advisors Asset Management
Colorado
$1.84M -$13.9K -966 -0.8%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.73M +$192K +13,305 +12%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.72M -$153K -10,631 -8%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$1.62M +$1.29M +89,453 +386%
UBS Group
13
UBS Group
Switzerland
$1.54M -$794K -55,155 -34%
NRW
14
Nova R Wealth
Kansas
$1.45M +$1.45M +100,687 New
Wells Fargo
15
Wells Fargo
California
$1.45M -$181K -12,600 -11%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.4M -$158K -11,000 -10%
BRWM
17
B. Riley Wealth Management
Tennessee
$1.19M -$66.5K -4,614 -5%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$6.25K +434 +0.6%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.12M +$49K +3,400 +5%
SMC
20
Smith, Moore & Co
Missouri
$972K +$26.2K +1,821 +3%
PIA
21
Powell Investment Advisors
Florida
$880K +$8.71K +602 +1%
DLG
22
Daniel L. Goodwin
$747K – – –
RVPG
23
Relative Value Partners Group
$593K – – –
Ameriprise
24
Ameriprise
Minnesota
$560K -$135K -9,384 -19%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$540K +$39.8K +2,760 +8%
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