Invesco Municipal Opportunity Trust
VMO
74 hedge funds and large institutions have $82.2M invested in Invesco Municipal Opportunity Trust in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 21 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
4% more funds holding
Funds holding: 71 → 74 (+3)
0.82% less ownership
Funds ownership: 9.07% → 8.25% (-0.82%)
2% less capital invested
Capital invested by funds: $84.1M → $82.2M (-$1.97M)
14% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 21
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$689K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$682K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$350K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$338K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.78M |
| 2 |
NVIM
New Vernon Investment Management
Highland Park,
Illinois
|
-$2.51M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.74M |
| 4 |
Cohen & Steers
New York
|
-$1.58M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$825K |
VMO Hedge Fund Activity: Q2 2016 in Review
74 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q2 2016, worth a combined $82.2M — down 2.3% from $84.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new VMO positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 21 trimmed.
The largest buyer was Bank of America, adding an estimated $689K. The largest seller was LPL Financial, cutting an estimated $3.78M.
- 74 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q2 2016, up from 71 in Q1 2016.
- Funds reported $82.2M of Invesco Municipal Opportunity Trust stock for Q2 2016, down 2.3% quarter-over-quarter.
- 8 funds opened new Invesco Municipal Opportunity Trust positions in Q2 2016 and 5 closed out, a net change of +3 holders.
- The largest Invesco Municipal Opportunity Trust buyer in Q2 2016 was Bank of America, an estimated $689K added.
- The largest Invesco Municipal Opportunity Trust seller in Q2 2016 was LPL Financial, an estimated $3.78M sold.
Based on aggregated 13F filings for Q2 2016.