PMO

Putnam Municipal Opportunities Trust
PMO

Overview Fund Activity

88 hedge funds and large institutions have $74.1M invested in Putnam Municipal Opportunities Trust in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
24
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$1.31M
2
GC
Guggenheim Capital
Illinois
+$1.24M
3
PAS
Park Avenue Securities
New York
+$1.13M
4
RCM
Robinson Capital Management
Michigan
+$875K
5
AAM
Advisors Asset Management
Colorado
+$594K

Top Sellers

1
RIL
Rothschild Investment LLC
Illinois
-$1.59M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.1M
3
UBS Group
UBS Group
Switzerland
-$1.06M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$464K
5
Morgan Stanley
Morgan Stanley
New York
-$432K
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1
Guggenheim Capital
Illinois
$5.98M +$1.24M +125,200 +26%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$5.24M -$1.1M -111,598 -17%
MWM
3
Melfa Wealth Management
Massachusetts
$4.75M -$3.46K -350 -0.1%
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$4.45M -$68.5K -6,927 -2%
1CP
5
1607 Capital Partners
Virginia
$3.73M -$52.9K -5,350 -1%
Morgan Stanley
6
Morgan Stanley
New York
$3.64M -$432K -43,693 -11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.17M +$44K +4,450 +1%
AAM
8
Advisors Asset Management
Colorado
$3.04M +$594K +60,021 +24%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$2.88M -$35.8K -3,623 -1%
RCM
10
Rivernorth Capital Management
Florida
$2.45M +$18K +1,824 +0.7%
KIM
11
Karpus Investment Management
New York
$2.29M +$1.31M +132,444 +133%
Wells Fargo
12
Wells Fargo
California
$2.22M +$130K +13,100 +6%
VanEck Associates
13
VanEck Associates
New York
$1.83M +$23.4K +2,367 +1%
Ameriprise
14
Ameriprise
Minnesota
$1.82M -$326K -32,949 -15%
MC
15
Matisse Capital
Oregon
$1.65M – – –
UBS Group
16
UBS Group
Switzerland
$1.57M -$1.06M -106,886 -40%
Bank of America
17
Bank of America
North Carolina
$1.51M +$257K +26,015 +21%
Cohen & Steers
18
Cohen & Steers
New York
$1.33M +$98.9K +10,000 +8%
LPL Financial
19
LPL Financial
California
$1.26M +$49.8K +5,033 +4%
IA
20
Intellus Advisors
Florida
$1.25M +$22.4K +2,267 +2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.25M +$79.7K +8,054 +7%
PAS
22
Park Avenue Securities
New York
$1.13M +$1.13M +113,916 New
Allspring Global Investments
23
Allspring Global Investments
North Carolina
$934K – – –
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$922K +$5.12K +518 +0.6%
NRW
25
Nova R Wealth
Kansas
$920K – – –
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