VMO icon

Invesco Municipal Opportunity Trust
VMO

Overview Fund Activity

71 hedge funds and large institutions have $99.8M invested in Invesco Municipal Opportunity Trust in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
5
Increased
24
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.27M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$7.97M
3
KIM
3
Karpus Investment Management
New York
$19M
4
AAM
4
Advisors Asset Management
Colorado
$1.47M
5
U
5
UBS
Switzerland
$2.33M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$0
2
GCM
2
Gruss Capital Management
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$3.89M
4
MIG
4
Mariner Investment Group
New York
$1.64M
5
NCM
5
Newgate Capital Management
Connecticut
$892K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$471K +$145K +11,528 +45%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$456K -$53K -4,193 -10%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$445K +$11K +877 +3%
RJA
29
Raymond James & Associates
Florida
$410K -$26.7K -2,120 -6%
IH
30
IFC Holdings
Florida
$398K +$528 +42 +0.1%
WAM
31
Wolverine Asset Management
Illinois
$395K +$18K +1,433 +5%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$372K – – –
WFI
33
West Family Investments
California
$350K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$329K +$88.4K +7,018 +37%
PIA
35
Peachtree Investment Advisors
Georgia
$315K – – –
RJT
36
Raymond James Trust
Florida
$311K – – –
Citigroup
37
Citigroup
New York
$310K -$12.2K -967 -4%
DA
38
Doliver Advisors
Texas
$298K -$128K -10,153 -30%
LCM
39
Landscape Capital Management
New Jersey
$269K +$77.4K +6,136 +40%
TCM
40
Tradewinds Capital Management
Washington
$265K – – –
HighTower Advisors
41
HighTower Advisors
Illinois
$248K +$893 +71 +0.4%
ICAS
42
Investors Capital Advisory Services
Massachusetts
$234K +$88 +7 +0%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$226K – – –
EFS
44
Essex Financial Services
Connecticut
$216K +$15.9K +1,265 +8%
PA
45
Planning Alternatives
Michigan
$215K – – –
HCM
46
Hollencrest Capital Management
California
$190K – – –
DS
47
DRW Securities
Illinois
$181K – – –
VKH
48
Virtu KCG Holdings
New York
$175K +$11.1K +882 +7%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$155K +$155K +12,263 New
Bank of New York Mellon
50
Bank of New York Mellon
New York
$154K -$25 -2 -0%
1
2
3