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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
TJHA
51
Thomas J. Herzfeld Advisors
Florida
$247K +$250K +19,900 New
BHWM
52
Bar Harbor Wealth Management
New Hampshire
$228K +$231K +18,420 New
CCG
53
Ceeto Capital Group
Florida
$222K – – –
DADC
54
D.A. Davidson & Co
Montana
$220K +$64.6K +5,150 +41%
SPC
55
Sigma Planning Corp
Michigan
$219K -$12.6K -1,006 -5%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$214K -$4.67K -372 -2%
COLIM
57
City of London Investment Management
United Kingdom
$214K +$217K +17,262 New
S
58
SignatureFD
Georgia
$213K – – –
CF
59
Centaurus Financial
California
$210K +$212K +16,910 New
PA
60
Planning Alternatives
Michigan
$196K +$22.6K +1,800 +13%
TSS
61
Two Sigma Securities
New York
$193K +$196K +15,580 New
EDRIA
62
Edmonds Duncan Registered Investment Advisors
Kansas
$191K +$12.6K +1,007 +7%
RJT
63
Raymond James Trust
Florida
$190K +$12.4K +984 +7%
SCM
64
Stordahl Capital Management
Colorado
$189K +$191K +15,246 New
Citigroup
65
Citigroup
New York
$181K -$110K -8,800 -38%
LNWWM
66
Laird Norton Wetherby Wealth Management
California
$176K +$13.7K +1,091 +8%
AAM
67
Advisors Asset Management
Colorado
$169K +$171K +13,637 New
HIIFS
68
Harel Insurance Investments & Financial Services
Israel
$161K – – –
HCM
69
Hollencrest Capital Management
California
$152K – – –
FAAS
70
First Allied Advisory Services
California
$151K – – –
MML Investors Services
71
MML Investors Services
Massachusetts
$149K – – –
MOS
72
MGO One Seven
Ohio
$143K +$145K +11,550 New
GWM
73
Geneos Wealth Management
Colorado
$142K – – –
BCP
74
Berkeley Capital Partners
Georgia
$138K – – –
IA
75
IFP Advisors
Florida
$132K -$105K -8,392 -44%
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.