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Invesco Municipal Opportunity Trust
VMO

99 hedge funds and large institutions have $92.2M invested in Invesco Municipal Opportunity Trust in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 5

39% more funds holding

Funds holding: 71 → 99 (+28)

39% more capital invested

Capital invested by funds: $66.2M → $92.2M (+$26M)

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

3.48% more ownership

Funds ownership: 7.58% → 11.06% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
99
Holders Change
+28
Holders Change %
+39.44%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
25
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$13.3M
2
PAM
PT Asset Management
Illinois
+$2.16M
3
MIG
Mariner Investment Group
New York
+$1.95M
4
LCM
Laurion Capital Management
New York
+$1.93M
5
UBS Group
UBS Group
Switzerland
+$1.73M

Top Sellers

1
RCM
Robinson Capital Management
Michigan
-$5.5M
2
Bank of America
Bank of America
North Carolina
-$2.09M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.83M
4
LPL Financial
LPL Financial
California
-$336K
5
SFWA
Summit Financial Wealth Advisors
Louisiana
-$251K
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$945K +$957K +76,214 New
6M
27
6 Meridian
Kansas
$846K +$857K +68,241 New
FFSOTS
28
Fiduciary Financial Services of The Southwest
Texas
$819K -$2.45K -195 -0.3%
GWM
29
Greenwich Wealth Management
Connecticut
$818K +$28.5K +2,270 +4%
GAMC
30
Garner Asset Management Corp
Texas
$811K +$115K +9,200 +16%
BCM
31
BlueCrest Capital Management
Jersey
$802K +$812K +64,700 New
FFA
32
First Foundation Advisors
California
$728K +$737K +58,680 New
LPL Financial
33
LPL Financial
California
$667K -$336K -26,802 -33%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$606K +$614K +48,896 New
N
35
Nuveen
North Carolina
$600K – – –
FIAS
36
FinTrust Investment Advisory Services
South Carolina
$558K – – –
Squarepoint
37
Squarepoint
New York
$551K +$558K +44,447 New
WAM
38
Weiss Asset Management
Massachusetts
$541K +$368K +29,321 +205%
Stifel Financial
39
Stifel Financial
Missouri
$532K +$54.5K +4,341 +11%
IH
40
IFC Holdings
Florida
$438K -$92.1K -7,340 -17%
Ameriprise
41
Ameriprise
Minnesota
$438K -$24.9K -1,986 -5%
AA
42
AQR Arbitrage
Connecticut
$422K +$428K +34,071 New
FAIM
43
Financial Advocates Investment Management
Washington
$409K +$414K +32,975 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$348K +$352K +28,044 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$329K -$54.7K -4,359 -14%
CAN
46
Cetera Advisor Networks
California
$328K -$15.1K -1,200 -4%
CIA
47
Capital Investment Advisors
Georgia
$302K +$11.9K +950 +4%
BF
48
BOK Financial
Oklahoma
$273K +$276K +22,000 New
OC
49
Oppenheimer & Co
New York
$264K +$61.5K +4,900 +30%
LFAS
50
Level Four Advisory Services
Texas
$249K +$252K +20,072 New
1
2
3 4 5

VMO Hedge Fund Activity: Q4 2017 in Review

99 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2017, worth a combined $92.2M — up 39% from $66.2M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VMO positions and 5 closed out — a net gain of 28 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $13.3M. The largest seller was Robinson Capital Management, cutting an estimated $5.5M.

  • 99 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2017, up from 71 in Q3 2017.
  • Funds reported $92.2M of Invesco Municipal Opportunity Trust stock for Q4 2017, up 39% quarter-over-quarter.
  • 33 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2017 and 5 closed out, a net change of +28 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q4 2017 was Karpus Investment Management, an estimated $13.3M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q4 2017 was Robinson Capital Management, an estimated $5.5M sold.

Based on aggregated 13F filings for Q4 2017.