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Invesco Municipal Opportunity Trust
VMO

104 hedge funds and large institutions have $113M invested in Invesco Municipal Opportunity Trust in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

84% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 19

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

22% more capital invested

Capital invested by funds: $92.2M → $113M (+$20.3M)

5% more funds holding

Funds holding: 99 → 104 (+5)

3.19% more ownership

Funds ownership: 11.06% → 14.25% (+3.2%)

Holders
104
Holders Change
+5
Holders Change %
+5.05%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
19
Increased
35
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$8.55M
2
Goldman Sachs
Goldman Sachs
New York
+$6.61M
3
RCM
Robinson Capital Management
Michigan
+$6.06M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.56M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$1.9M
2
DA
Doliver Advisors
Texas
-$1.03M
3
BCM
BlueCrest Capital Management
Jersey
-$802K
4
Squarepoint
Squarepoint
New York
-$551K
5
WAM
Weiss Asset Management
Massachusetts
-$541K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$221K +$18.6K +1,561 +9%
SPC
52
Sigma Planning Corp
Michigan
$218K +$11.3K +946 +5%
BHWM
53
Bar Harbor Wealth Management
New Hampshire
$216K – – –
CF
54
Centaurus Financial
California
$216K +$17.9K +1,500 +9%
Luther King Capital Management (LKCM)
55
Luther King Capital Management (LKCM)
Texas
$213K +$217K +18,211 New
CCG
56
Ceeto Capital Group
Florida
$210K – – –
LNWWM
57
Laird Norton Wetherby Wealth Management
California
$208K +$42.7K +3,573 +25%
PA
58
Planning Alternatives
Michigan
$186K – – –
EDRIA
59
Edmonds Duncan Registered Investment Advisors
Kansas
$182K +$155 +13 +0.1%
SCM
60
Stordahl Capital Management
Colorado
$179K – – –
Bank of New York Mellon
61
Bank of New York Mellon
New York
$177K +$181K +15,129 New
RJT
62
Raymond James Trust
Florida
$172K -$8.14K -682 -4%
HIIFS
63
Harel Insurance Investments & Financial Services
Israel
$164K – – –
Millennium Management
64
Millennium Management
New York
$154K +$34.2K +2,865 +28%
WS
65
Wedbush Securities
California
$150K +$29.8K +2,500 +24%
DWM
66
Dakota Wealth Management
Florida
$150K +$153K +12,800 New
DADC
67
D.A. Davidson & Co
Montana
$148K -$61.5K -5,150 -29%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$148K +$141K +11,850 +1,563%
HCM
69
Hollencrest Capital Management
California
$144K – – –
FAAS
70
First Allied Advisory Services
California
$143K – – –
Citigroup
71
Citigroup
New York
$136K -$35.8K -3,000 -21%
MOS
72
MGO One Seven
Ohio
$135K – – –
GWM
73
Geneos Wealth Management
Colorado
$134K – – –
IA
74
IFP Advisors
Florida
$132K – – –
BCP
75
Berkeley Capital Partners
Georgia
$130K – – –
1 2
3
4 5

VMO Hedge Fund Activity: Q1 2018 in Review

104 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2018, worth a combined $113M — up 22% from $92.2M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VMO positions and 14 closed out — a net gain of 5 holders — while 35 added to existing stakes and 19 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $8.55M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $1.9M sold.

  • 104 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2018, up from 99 in Q4 2017.
  • Funds reported $113M of Invesco Municipal Opportunity Trust stock for Q1 2018, up 22% quarter-over-quarter.
  • 19 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2018 and 14 closed out, a net change of +5 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2018 was Karpus Investment Management, an estimated $8.55M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2018 was Laurion Capital Management, an estimated $1.9M sold.

Based on aggregated 13F filings for Q1 2018.