Invesco Municipal Opportunity Trust
VMO
73 hedge funds and large institutions have $74.8M invested in Invesco Municipal Opportunity Trust in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 8 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 19
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1% more funds holding
Funds holding: 72 → 73 (+1)
1.12% more ownership
Funds ownership: 7.75% → 8.87% (+1.1%)
2% more capital invested
Capital invested by funds: $73.7M → $74.8M (+$1.11M)
Top Buyers
| 1 |
LCM
Laurion Capital Management
New York
|
+$7.65M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.94M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$2.43M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.39M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$887K |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.81M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.62M |
| 3 |
TC
Telemus Capital
Southfield,
Michigan
|
-$1.49M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$673K |
| 5 |
LPL Financial
San Diego,
California
|
-$417K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DA
76
Doliver Advisors
Houston,
Texas
| – | -$230K | -16,110 | Closed |
|
|
JFA
77
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$116K | -8,147 | Closed |
|
|
S
78
SignatureFD
Atlanta,
Georgia
| – | -$116K | -8,147 | Closed |
|
|
SWA
79
Sutton Wealth Advisors
Tampa,
Florida
| – | -$51.2K | -3,593 | Closed |
|
|
WEC
80
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$34.2K | -2,400 | Closed |
|
81
First Manhattan
New York
| – | -$13K | -917 | Closed |
|
VMO Hedge Fund Activity: Q4 2016 in Review
73 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q4 2016, worth a combined $74.8M — up 1.5% from $73.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new VMO positions and 8 closed out — a net gain of 1 holder — while 25 added to existing stakes and 19 trimmed.
The largest buyer was Laurion Capital Management, adding an estimated $7.65M. The largest seller was Wells Fargo, cutting an estimated $2.81M.
- 73 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q4 2016, up from 72 in Q3 2016.
- Funds reported $74.8M of Invesco Municipal Opportunity Trust stock for Q4 2016, up 1.5% quarter-over-quarter.
- 9 funds opened new Invesco Municipal Opportunity Trust positions in Q4 2016 and 8 closed out, a net change of +1 holder.
- The largest Invesco Municipal Opportunity Trust buyer in Q4 2016 was Laurion Capital Management, an estimated $7.65M added.
- The largest Invesco Municipal Opportunity Trust seller in Q4 2016 was Wells Fargo, an estimated $2.81M sold.
Based on aggregated 13F filings for Q4 2016.