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Invesco Municipal Opportunity Trust

95 hedge funds and large institutions have $119M invested in Invesco Municipal Opportunity Trust in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

8% more funds holding

Funds holding: 8895 (+7)

5% more capital invested

Capital invested by funds: $114M → $119M (+$5.78M)

0.58% less ownership

Funds ownership: 14.87%14.3% (-0.58%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
28
Reduced
23
Closed
8
Calls
$102K
Puts
Net Calls
+$102K
Net Calls Change
+$102K
Name Holding Trade Value Shares
Change
Change in
Stake
6M
26
6 Meridian
Kansas
$831K +$32.2K +2,597 +4%
RJT
27
Raymond James Trust
Florida
$814K +$99.9K +8,050 +14%
GAMC
28
Garner Asset Management Corp
Texas
$809K -$17.9K -1,440 -2%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$796K
LCM
30
Landscape Capital Management
New Jersey
$770K +$773K +62,299 New
Ameriprise
31
Ameriprise
Minnesota
$757K -$8.95K -721 -1%
FCA
32
FinTrust Capital Advisors
South Carolina
$680K
QCIG
33
Quad-Cities Investment Group
Iowa
$577K +$30.7K +2,471 +6%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$557K +$62.9K +5,066 +13%
LPL Financial
35
LPL Financial
California
$550K +$68.8K +5,543 +14%
FFSOTS
36
Fiduciary Financial Services of The Southwest
Texas
$542K
ACA
37
Ackerman Capital Advisors
Texas
$472K +$474K +38,172 New
FAIM
38
Financial Advocates Investment Management
Washington
$434K
BF
39
BOK Financial
Oklahoma
$425K +$206K +16,580 +93%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$418K -$52.7K -4,244 -11%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$366K +$14.2K +1,146 +4%
PWM
42
PBMares Wealth Management
Virginia
$349K +$350K +28,201 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$318K +$3K +242 +1%
SPIA
44
Steward Partners Investment Advisory
New York
$293K +$66K +5,319 +29%
US Bancorp
45
US Bancorp
Minnesota
$287K -$191K -15,402 -40%
MAFM
46
Mid Atlantic Financial Management
Pennsylvania
$278K -$72.3K -5,826 -21%
IAA
47
Independent Advisor Alliance
North Carolina
$274K +$275K +22,166 New
PIA
48
Powell Investment Advisors
Florida
$270K +$272K +21,880 New
PFO
49
Pathstone Family Office
New Jersey
$257K +$25.8K +2,081 New
FFA
50
First Foundation Advisors
California
$248K +$81.5K +6,570 +49%

VMO Hedge Fund Activity: Q4 2019 in Review

95 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2019, worth a combined $119M — up 5.1% from $114M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VMO positions and 8 closed out — a net gain of 8 holders — while 28 added to existing stakes and 23 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $4.67M. The largest seller was Bramshill Investments, cutting an estimated $13.8M.

  • 95 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2019, up from 88 in Q3 2019.
  • Funds reported $119M of Invesco Municipal Opportunity Trust stock for Q4 2019, up 5.1% quarter-over-quarter.
  • 16 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2019 and 8 closed out, a net change of +8 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q4 2019 was Robinson Capital Management, an estimated $4.67M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q4 2019 was Bramshill Investments, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2019.