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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
BHWM
51
Bar Harbor Wealth Management
New Hampshire
$228K
RIG
52
Ramiah Investment Group
Wisconsin
$228K +$229K +18,439 New
SS
53
Sunbelt Securities
Texas
$223K -$37.2K -2,998 -14%
CIA
54
Capital Investment Advisors
Georgia
$221K +$1.82K +147 +0.8%
WS
55
Wedbush Securities
California
$220K +$1K +81 +0.5%
FIA
56
FNY Investment Advisers
New York
$217K -$12.9K -1,036 -6%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$214K
MFW
58
Meristem Family Wealth
Minnesota
$200K
CF
59
Centaurus Financial
California
$199K +$43.4K +3,500 +28%
SRC
60
Shufro Rose & Co
New York
$192K
SPC
61
Sigma Planning Corp
Michigan
$189K -$3.19K -257 -2%
SCM
62
Stordahl Capital Management
Colorado
$185K
PAS
63
Partnervest Advisory Services
California
$177K -$172K -13,837 -49%
HCM
64
Hollencrest Capital Management
California
$152K
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$128K +$129K +10,368 New
SMG
66
Spectrum Management Group
Indiana
$104K
AG
67
Advisor Group
Arizona
$99K -$23.5K -1,896 -19%
PFBT
68
Parkside Financial Bank & Trust
Missouri
$73K
GWM
69
Geneos Wealth Management
Colorado
$67K
WAM
70
Wolverine Asset Management
Illinois
$63K +$63.5K +5,114 New
APA
71
American Portfolios Advisors
New York
$61.8K
JP Morgan Chase
72
JP Morgan Chase
New York
$58K -$1.1K -89 -2%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$56K
EIP
74
Ellis Investment Partners
Pennsylvania
$33K +$410 +33 +1%
AA
75
Argent Advisors
Louisiana
$33K +$34.1K +2,744 New

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.