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PMO

Putnam Municipal Opportunities Trust

87 hedge funds and large institutions have $89.9M invested in Putnam Municipal Opportunities Trust in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

0.2% more ownership

Funds ownership: 27.23%27.43% (+0.2%)

0% more funds holding

Funds holding: 8787 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $92.7M → $89.9M (-$2.77M)

Holders
87
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
30
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$7.15M +$1.01M +95,392 +16%
RCM
2
Rivernorth Capital Management
Florida
$7.06M +$2.73M +258,198 +60%
GC
3
Guggenheim Capital
Illinois
$6.17M -$688K -65,023 -10%
RCM
4
Robinson Capital Management
Michigan
$5.97M +$898K +84,875 +17%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$5.79M +$458K +43,250 +8%
MWM
6
Melfa Wealth Management
Massachusetts
$4.87M
Morgan Stanley
7
Morgan Stanley
New York
$4.48M +$352K +33,303 +8%
1CP
8
1607 Capital Partners
Virginia
$3.2M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.17M +$42.4K +4,003 +1%
Wells Fargo
10
Wells Fargo
California
$3.01M -$840K -79,354 -21%
VanEck Associates
11
VanEck Associates
New York
$2.62M +$463K +43,707 +21%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$2.53M -$1.34M -126,778 -34%
Ameriprise
13
Ameriprise
Minnesota
$2.21M +$377K +35,673 +20%
Invesco
14
Invesco
Georgia
$2.01M +$378K +35,766 +22%
LPL Financial
15
LPL Financial
California
$1.89M +$56K +5,295 +3%
Cohen & Steers
16
Cohen & Steers
New York
$1.74M +$370K +35,000 +26%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.68M -$27.8K -2,624 -2%
Bank of America
18
Bank of America
North Carolina
$1.58M -$20.9K -1,972 -1%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$1.54M +$1.83K +173 +0.1%
WFP
20
Worthington Financial Partners
Ohio
$1.47M -$98K -9,264 -6%
UBS Group
21
UBS Group
Switzerland
$1.3M -$125K -11,810 -9%
PAS
22
Park Avenue Securities
New York
$1.09M -$24.5K -2,319 -2%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$1.02M -$1.96M -184,879 -65%
IA
24
Intellus Advisors
Florida
$988K -$54.3K -5,134 -5%
NRW
25
Nova R Wealth
Kansas
$959K