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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
RCA
76
Ranch Capital Advisors
Florida
$28K +$28.5K +2,300 New
KPW
77
Kore Private Wealth
New York
$26K +$26.4K +2,128 New
TCM
78
Tradewinds Capital Management
Washington
$24K +$273 +22 +1%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$24K +$24.2K +1,950 New
MIM
80
Macroview Investment Management
Maryland
$23K -$1.8K -145 -7%
FMII
81
Farmers & Merchants Investments Inc
Nebraska
$22K
ZB
82
Zions Bancorporation
Utah
$22K
Citigroup
83
Citigroup
New York
$19K
EFSCE
84
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
FBT
85
First Bank & Trust
South Dakota
$14K
TFGT
86
TS Financial Group (TSFG)
Illinois
$14K
BlackRock
87
BlackRock
New York
$12K
FWM
88
FSA Wealth Management
Massachusetts
$11K +$10.6K +850 New
PAM
89
Panagora Asset Management
Massachusetts
$8K -$11.8K -948 -58%
GI
90
Gradient Investments
Minnesota
$7K
PWMG
91
Prestige Wealth Management Group
New Jersey
$5K
CT
92
Caldwell Trust
Florida
$4.2K +$4.22K +340 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$4K
EWM
94
Endurance Wealth Management
Rhode Island
$3K
Northern Trust
95
Northern Trust
Illinois
$1K -$22.7K -1,825 -13%
COLIM
96
City of London Investment Management
United Kingdom
-$739K -59,044 Closed
FAAS
97
First Allied Advisory Services
California
-$152K -12,200 Closed
MOS
98
MGO One Seven
Ohio
-$144K -11,550 Closed
LNWWM
99
Laird Norton Wetherby Wealth Management
California
-$134K -10,692 Closed
DADC
100
D.A. Davidson & Co
Montana
-$133K -10,629 Closed

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.