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PMO

Franklin Municipal Opportunities Trust

98 hedge funds and large institutions have $74.2M invested in Franklin 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

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

16% more capital invested

Capital invested by funds: $64.1M → $74.2M (+$10.2M)

13% more funds holding

Funds holding: 8798 (+11)

1.84% more ownership

Funds ownership: 19.57%21.41% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.41%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Melfa Wealth Management
Massachusetts
$5.24M -$10.8K -1,029 -0.2%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$3.9M +$3.75M +357,624 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.63M +$42.4K +4,048 +1%
GC
4
Guggenheim Capital
Illinois
$3.58M +$2.19M +208,598 +174%
Morgan Stanley
5
Morgan Stanley
New York
$3.53M -$41.6K -3,971 -1%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$3.35M -$70.6K -6,731 -2%
UBS Group
7
UBS Group
Switzerland
$2.8M +$65.6K +6,256 +2%
LSC
8
Logan Stone Capital
Illinois
$2.57M +$1.63M +155,530 +194%
1CP
9
1607 Capital Partners
Virginia
$2.57M +$2.47M +235,381 New
VanEck Associates
10
VanEck Associates
New York
$2.39M -$41K -3,912 -2%
Ameriprise
11
Ameriprise
Minnesota
$2.19M -$965K -92,046 -31%
RIL
12
Rothschild Investment LLC
Illinois
$2.1M -$21K -2,000 -1%
MC
13
Matisse Capital
Oregon
$2.07M +$1.99M +190,000 New
RJA
14
Raymond James & Associates
Florida
$2M -$212K -20,176 -10%
RCM
15
Rivernorth Capital Management
Florida
$1.96M +$717K +68,382 +61%
Bank of America
16
Bank of America
North Carolina
$1.81M +$153K +14,627 +10%
AAM
17
Advisors Asset Management
Colorado
$1.65M -$12.3K -1,172 -0.8%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.52M +$59.7K +5,697 +4%
Wells Fargo
19
Wells Fargo
California
$1.44M +$18.8K +1,797 +1%
LPL Financial
20
LPL Financial
California
$1.33M +$206K +19,617 +19%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.28M -$28.1K -2,684 -2%
PAS
22
Park Avenue Securities
New York
$1.15M -$80.8K -7,707 -7%
CIA
23
Capital Investment Advisors
Georgia
$1.14M -$30.8K -2,935 -3%
Cohen & Steers
24
Cohen & Steers
New York
$1.14M +$1.09M +104,200 New
NRW
25
Nova R Wealth
Kansas
$1.01M -$72.8K -6,938 -7%

PMO Hedge Fund Activity: Q3 2024 in Review

98 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin Municipal Opportunities Trust (PMO) for Q3 2024, worth a combined $74.2M — up 16% from $64.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PMO positions and 8 closed out — a net gain of 12 holders — while 24 added to existing stakes and 27 trimmed.

The largest buyer was Pathstone Holdings, opening a new position worth an estimated $3.75M. The largest seller was Robinson Capital Management, exiting entirely with an estimated $7.23M sold.

  • 98 institutional investors held Franklin Municipal Opportunities Trust (PMO) as of Q3 2024, up from 87 in Q2 2024.
  • Funds reported $74.2M of Franklin Municipal Opportunities Trust stock for Q3 2024, up 16% quarter-over-quarter.
  • 20 funds opened new Franklin Municipal Opportunities Trust positions in Q3 2024 and 8 closed out, a net change of +12 holders.
  • The largest Franklin Municipal Opportunities Trust buyer in Q3 2024 was Pathstone Holdings, an estimated $3.75M added.
  • The largest Franklin Municipal Opportunities Trust seller in Q3 2024 was Robinson Capital Management, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2024.