PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

86 hedge funds and large institutions have $63.2M invested in Putnam Municipal Opportunities Trust in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 5 closing their positions.

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
20
Reduced
27
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.24M
2
PAS
2
Park Avenue Securities
New York
$1.18M
3
LSC
3
Logan Stone Capital
Illinois
$681K
4
NMC
4
Nine Masts Capital
Hong Kong
$662K
5
Wells Fargo
5
Wells Fargo
California
$1M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$2.98M
2
SCM
2
Saba Capital Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$2.27M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$4.75M
5
VanEck Associates
5
VanEck Associates
New York
$2.07M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Robinson Capital Management
Michigan
$9.15M 935,354 +32,407 +4%
MWM
2
Melfa Wealth Management
Massachusetts
$4.9M 482,371 -2,596 -0.5%
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$4.75M 467,939 -137,715 -23%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.34M 328,355 -1,122 -0.3%
Ameriprise
5
Ameriprise
Minnesota
$2.98M 293,761 -358,261 -55%
UBS Group
6
UBS Group
Switzerland
$2.8M 275,250 -11,976 -4%
Morgan Stanley
7
Morgan Stanley
New York
$2.27M 223,001 -219,739 -50%
RJA
8
Raymond James & Associates
Florida
$2.23M 219,888 +4,489 +2%
VanEck Associates
9
VanEck Associates
New York
$2.07M 203,372 -32,911 -14%
RIL
10
Rothschild Investment LLC
Illinois
$1.98M 194,921 – –
AAM
11
Advisors Asset Management
Colorado
$1.59M 156,288 -3,177 -2%
Bank of America
12
Bank of America
North Carolina
$1.54M 151,646 +3,581 +2%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.28M 125,535 +12,720 +11%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.24M 121,770 +121,770 New
Osaic Holdings
15
Osaic Holdings
Arizona
$1.2M 118,534 -3,517 -3%
PAS
16
Park Avenue Securities
New York
$1.18M 115,800 +115,800 New
CIA
17
Capital Investment Advisors
Georgia
$1.11M 109,074 -1,861 -2%
NRW
18
Nova R Wealth
Kansas
$1.02M 99,997 – –
Wells Fargo
19
Wells Fargo
California
$1M 98,613 +34,306 +53%
LCM
20
Landscape Capital Management
New Jersey
$981K 96,565 -9,599 -9%
Invesco
21
Invesco
Georgia
$901K 88,683 -25,686 -22%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$694K 68,287 -3,600 -5%
LSC
23
Logan Stone Capital
Illinois
$681K 67,076 +67,076 New
NMC
24
Nine Masts Capital
Hong Kong
$662K 65,146 +65,146 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$652K 64,131 -1,717 -3%
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