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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
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$129K -$20.2K -1,606 -13%
Millennium Management
77
Millennium Management
New York
$128K -$86.5K -6,891 -40%
WS
78
Wedbush Securities
California
$128K -$33.3K -2,650 -20%
EFS
79
Essex Financial Services
Connecticut
$124K -$33.1K -2,636 -21%
PCM
80
Prelude Capital Management
New York
$117K +$118K +9,401 New
SMG
81
Spectrum Management Group
Indiana
$105K – – –
FFG
82
Ford Financial Group
California
$101K +$102K +8,150 New
US Bancorp
83
US Bancorp
Minnesota
$86K – – –
SWM
84
SeaCrest Wealth Management
New York
$83K +$84.3K +6,713 New
PFBT
85
Parkside Financial Bank & Trust
Missouri
$73K – – –
FMII
86
Farmers & Merchants Investments Inc
Nebraska
$44K – – –
SPIA
87
Steward Partners Investment Advisory
New York
$41K +$42K +3,349 +111,633%
JP Morgan Chase
88
JP Morgan Chase
New York
$38K – – –
FIB
89
First Interstate Bank
Montana
$36K – – –
TFS
90
TrustCore Financial Services
Tennessee
$36K +$36.5K +2,904 New
SWP
91
Stratos Wealth Partners
Ohio
$29K +$29.1K +2,317 New
CFA
92
Carroll Financial Associates
North Carolina
$22K – – –
MA
93
MUFG Americas
New York
$19K -$31.6K -2,517 -63%
EFSCE
94
Enterprise Financial Services Corp (EFSC)
Missouri
$14K – – –
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$13K – – –
CA
96
Calton & Associates
Florida
$13K +$14.3K +1,136 New
Bessemer Group
97
Bessemer Group
New Jersey
$9K -$86.8K -6,915 -91%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$9K – – –
Northern Trust
99
Northern Trust
Illinois
$6K – – –
CAC
100
Certified Advisory Corp
Florida
$4K +$4.16K +331 New
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.