Invesco Municipal Opportunity Trust
VMO
103 hedge funds and large institutions have $119M invested in Invesco Municipal Opportunity Trust in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 11 closing their positions.
6% more capital invested
Capital invested by funds: $113M → $119M (+$6.73M)
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
0.82% more ownership
Funds ownership: 14.25% → 15.08% (+0.82%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 26
1% less funds holding
Funds holding: 104 → 103 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$11.2M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$1.7M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.38M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.37M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$728K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$6.49M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.48M |
| 3 |
Morgan Stanley
New York
|
-$985K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$493K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$445K |
VMO Hedge Fund Activity: Q2 2018 in Review
103 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2018, worth a combined $119M — up 6% from $113M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new VMO positions and 11 closed out — a net gain of 1 holder — while 26 added to existing stakes and 26 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $11.2M. The largest seller was Goldman Sachs, exiting entirely with an estimated $6.49M sold.
- 103 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2018, down from 104 in Q1 2018.
- Funds reported $119M of Invesco Municipal Opportunity Trust stock for Q2 2018, up 6% quarter-over-quarter.
- 12 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2018 and 11 closed out, a net change of +1 holder.
- The largest Invesco Municipal Opportunity Trust buyer in Q2 2018 was Karpus Investment Management, an estimated $11.2M added.
- The largest Invesco Municipal Opportunity Trust seller in Q2 2018 was Goldman Sachs, an estimated $6.49M sold.
Based on aggregated 13F filings for Q2 2018.