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Invesco Municipal Opportunity Trust
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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.

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 %
UR
51
USCA RIA
Texas
$148K +$148K +11,711 New
Creative Planning
52
Creative Planning
Kansas
$101K +$1.35K +107 +1%
M&T Bank
53
M&T Bank
New York
$93K – – –
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$91K +$6.31K +500 +7%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$83K – – –
TJHA
56
Thomas J. Herzfeld Advisors
Florida
$76K +$7.54K +600 +11%
US Bancorp
57
US Bancorp
Minnesota
$72K -$12.4K -978 -15%
NES
58
New England Securities
New York
$59K – – –
FMII
59
Farmers & Merchants Investments Inc
Nebraska
$44K – – –
SSB
60
Sandy Spring Bank
Maryland
$30K – – –
First Manhattan
61
First Manhattan
New York
$24K -$12 -1 -0.1%
CFA
62
Carroll Financial Associates
North Carolina
$23K – – –
AIG
63
American International Group
New York
$15.7K – – –
EFSCE
64
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
Northern Trust
65
Northern Trust
Illinois
$8K – – –
PMFA
66
Plante Moran Financial Advisors
Michigan
$8K +$8K +625 New
MFS
67
MSI Financial Services
Massachusetts
$6K -$24K -2,000 -80%
DOA
68
D'Orazio & Associates
Virginia
$5K – – –
PAS
69
Partnervest Advisory Services
California
$4K – – –
FAM
70
Formidable Asset Management
Ohio
$4K – – –
HCM
71
Horrell Capital Management
Arkansas
$4K +$4K +300 New
AQR Capital Management
72
AQR Capital Management
Connecticut
– -$1.4M -114,726 Closed
GCM
73
Gruss Capital Management
New York
– -$975K -79,953 Closed
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
– -$20K -1,620 Closed
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