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PMO

Putnam Municipal Opportunities Trust

87 hedge funds and large institutions have $92.7M invested in Putnam Municipal Opportunities Trust in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $81.4M → $92.7M (+$11.3M)

2.45% more ownership

Funds ownership: 24.79%27.23% (+2.4%)

2% more funds holding

Funds holding: 8587 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
29
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$7.1M +$584K +56,158 +9%
AAM
2
Advisors Asset Management
Colorado
$6.4M +$1.85M +177,794 +42%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$5.55M +$736K +70,735 +16%
RCM
4
Robinson Capital Management
Michigan
$5.28M +$3.46M +332,941 +207%
MWM
5
Melfa Wealth Management
Massachusetts
$5.05M -$83.6K -8,041 -2%
RCM
6
Rivernorth Capital Management
Florida
$4.58M +$1.87M +180,105 +73%
Morgan Stanley
7
Morgan Stanley
New York
$4.29M +$174K +16,760 +4%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$3.99M -$1.99M -190,960 -34%
Wells Fargo
9
Wells Fargo
California
$3.98M +$961K +92,359 +33%
1CP
10
1607 Capital Partners
Virginia
$3.33M -$408K -39,252 -11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.25M -$174K -16,742 -5%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$3.03M -$55.9K -5,372 -2%
VanEck Associates
13
VanEck Associates
New York
$2.25M +$265K +25,511 +14%
Ameriprise
14
Ameriprise
Minnesota
$1.92M -$91.9K -8,833 -5%
LPL Financial
15
LPL Financial
California
$1.91M +$276K +26,562 +17%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.77M +$435K +41,811 +34%
KIM
17
Karpus Investment Management
New York
$1.73M -$987K -94,926 -37%
Invesco
18
Invesco
Georgia
$1.7M +$574K +55,226 +53%
Bank of America
19
Bank of America
North Carolina
$1.66M +$9.74K +936 +0.6%
WFP
20
Worthington Financial Partners
Ohio
$1.63M +$1.58M +152,035 New
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$1.6M +$184K +17,671 +13%
UBS Group
22
UBS Group
Switzerland
$1.48M +$16.2K +1,554 +1%
Cohen & Steers
23
Cohen & Steers
New York
$1.44M
RP
24
Riverbridge Partners
Minnesota
$1.27M +$428K +41,190 +53%
SMC
25
Smith, Moore & Co
Missouri
$1.23M -$105K -10,067 -8%