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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

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

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
KIM
1
Karpus Investment Management
New York
$13.2M +$13.3M +1,061,836 New
Bank of America
2
Bank of America
North Carolina
$8.17M -$2.09M -166,435 -20%
SIA
3
Sit Investment Associates
Minnesota
$6.6M +$1.35M +107,854 +25%
UBS Group
4
UBS Group
Switzerland
$5.76M +$1.73M +137,999 +42%
Wells Fargo
5
Wells Fargo
California
$3.66M +$417K +33,229 +13%
Morgan Stanley
6
Morgan Stanley
New York
$3.56M +$1.44M +114,968 +67%
Invesco
7
Invesco
Georgia
$2.59M +$360K +28,721 +16%
VanEck Associates
8
VanEck Associates
New York
$2.57M +$425K +33,894 +20%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$2.39M +$50.1K +3,994 +2%
PAM
10
PT Asset Management
Illinois
$2.13M +$2.16M +172,200 New
RJA
11
Raymond James & Associates
Florida
$2.08M +$220K +17,530 +12%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$2M +$1.21M +96,498 +150%
MIG
13
Mariner Investment Group
New York
$1.92M +$1.95M +155,000 New
LCM
14
Laurion Capital Management
New York
$1.9M +$1.93M +153,517 New
JWA
15
JFS Wealth Advisors
Pennsylvania
$1.85M +$25.1K +2,002 +1%
GC
16
Guggenheim Capital
Illinois
$1.58M -$43.2K -3,442 -3%
WAM
17
Wolverine Asset Management
Illinois
$1.45M +$1.47M +116,791 New
LCM
18
Landscape Capital Management
New Jersey
$1.36M +$1.38M +110,019 New
DA
19
Doliver Advisors
Texas
$1.32M +$1.05M +83,449 +366%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.13M +$19.1K +1,523 +2%
FC
21
FCA Corp
Texas
$1.12M +$5.61K +447 +0.5%
SFWA
22
Summit Financial Wealth Advisors
Louisiana
$1.11M -$251K -20,000 -18%
CRC
23
Curi RMB Capital
Illinois
$1.09M +$1.11M +88,331 New
RCM
24
Robinson Capital Management
Michigan
$1.01M -$5.5M -437,907 -84%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1M -$207K -16,471 -17%
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.