PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

93 hedge funds and large institutions have $75.4M invested in Putnam Municipal Opportunities Trust in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-5
Holders Change %
-5.1%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
32
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HWAM
Hennion & Walsh Asset Management
New Jersey
$3.49M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$5.83M
3
AAM
Advisors Asset Management
Colorado
$2.95M
4
1CP
1607 Capital Partners
Virginia
$3.67M
5
Morgan Stanley
Morgan Stanley
New York
$4.18M

Top Sellers

1
LSC
Logan Stone Capital
Illinois
$364K
2
WAM
Wolverine Asset Management
Illinois
$0
3
NMC
Nine Masts Capital
Hong Kong
$271K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
$947K
5
1SB
1ST Source Bank
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$5.83M +$2.2M +217,543 +61%
MWM
2
Melfa Wealth Management
Massachusetts
$4.87M – – –
Morgan Stanley
3
Morgan Stanley
New York
$4.18M +$901K +88,932 +27%
GC
4
Guggenheim Capital
Illinois
$3.73M +$398K +39,272 +12%
1CP
5
1607 Capital Partners
Virginia
$3.67M +$1.29M +127,300 +54%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$3.49M +$3.33M +329,179 +2,144%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$3.2M +$81.5K +8,046 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.12M -$260K -25,634 -8%
AAM
9
Advisors Asset Management
Colorado
$2.95M +$1.42M +139,739 +92%
UBS Group
10
UBS Group
Switzerland
$2.87M +$269K +26,506 +10%
RCM
11
Rivernorth Capital Management
Florida
$2.66M +$839K +82,871 +46%
VanEck Associates
12
VanEck Associates
New York
$2.37M +$63K +6,217 +3%
Ameriprise
13
Ameriprise
Minnesota
$1.98M -$55.1K -5,437 -3%
MC
14
Matisse Capital
Oregon
$1.92M – – –
RIL
15
Rothschild Investment LLC
Illinois
$1.89M -$60.8K -6,000 -3%
Wells Fargo
16
Wells Fargo
California
$1.53M +$197K +19,437 +15%
IA
17
Intellus Advisors
Florida
$1.29M +$1.29M +126,931 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.27M +$85.8K +8,469 +7%
Bank of America
19
Bank of America
North Carolina
$1.26M -$424K -41,848 -25%
PAS
20
Park Avenue Securities
New York
$1.14M +$75.5K +7,450 +7%
LPL Financial
21
LPL Financial
California
$1.09M -$147K -14,467 -12%
Cohen & Steers
22
Cohen & Steers
New York
$1.06M – – –
KIM
23
Karpus Investment Management
New York
$993K +$367K +36,188 +59%
CIA
24
Capital Investment Advisors
Georgia
$967K -$95.8K -9,454 -9%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$956K +$540K +53,322 +130%
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