PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

98 hedge funds and large institutions have $74.2M invested in Putnam Municipal Opportunities Trust in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
24
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
$3.9M
2
1CP
1607 Capital Partners
Virginia
$2.57M
3
GC
Guggenheim Capital
Illinois
$3.58M
4
MC
Matisse Capital
Oregon
$2.07M
5
LSC
Logan Stone Capital
Illinois
$2.57M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$0
2
Ameriprise
Ameriprise
Minnesota
$2.19M
3
LCM
Landscape Capital Management
New Jersey
$477K
4
SCM
Saba Capital Management
New York
$0
5
Invesco
Invesco
Georgia
$521K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1
Melfa Wealth Management
Massachusetts
$5.24M -$11.2K -1,029 -0.2%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$3.9M +$3.9M +357,624 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.63M +$44.1K +4,048 +1%
GC
4
Guggenheim Capital
Illinois
$3.58M +$2.27M +208,598 +174%
Morgan Stanley
5
Morgan Stanley
New York
$3.53M -$43.3K -3,971 -1%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$3.35M -$73.4K -6,731 -2%
UBS Group
7
UBS Group
Switzerland
$2.8M +$68.2K +6,256 +2%
LSC
8
Logan Stone Capital
Illinois
$2.57M +$1.7M +155,530 +194%
1CP
9
1607 Capital Partners
Virginia
$2.57M +$2.57M +235,381 New
VanEck Associates
10
VanEck Associates
New York
$2.39M -$41.1K -3,912 -2%
Ameriprise
11
Ameriprise
Minnesota
$2.19M -$1M -92,046 -31%
RIL
12
Rothschild Investment LLC
Illinois
$2.1M -$21.8K -2,000 -1%
MC
13
Matisse Capital
Oregon
$2.07M +$2.07M +190,000 New
RJA
14
Raymond James & Associates
Florida
$2M -$220K -20,176 -10%
RCM
15
Rivernorth Capital Management
Florida
$1.96M +$745K +68,382 +61%
Bank of America
16
Bank of America
North Carolina
$1.81M +$159K +14,627 +10%
AAM
17
Advisors Asset Management
Colorado
$1.65M -$12.8K -1,172 -0.8%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.52M +$62.1K +5,697 +4%
Wells Fargo
19
Wells Fargo
California
$1.44M +$19.6K +1,797 +1%
LPL Financial
20
LPL Financial
California
$1.33M +$214K +19,617 +19%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.28M -$29.3K -2,684 -2%
PAS
22
Park Avenue Securities
New York
$1.15M -$84K -7,707 -7%
CIA
23
Capital Investment Advisors
Georgia
$1.14M -$32K -2,935 -3%
Cohen & Steers
24
Cohen & Steers
New York
$1.14M +$1.14M +104,200 New
NRW
25
Nova R Wealth
Kansas
$1.01M -$75.6K -6,938 -7%
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