Invesco Municipal Opportunity Trust
VMO
98 hedge funds and large institutions have $118M invested in Invesco Municipal Opportunity Trust in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 31 reducing their positions, and 15 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
0.27% more ownership
Funds ownership: 15.08% → 15.35% (+0.27%)
1% less capital invested
Capital invested by funds: $119M → $118M (-$1.04M)
5% less funds holding
Funds holding: 103 → 98 (-5)
33% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 15
35% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$7.85M |
| 2 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
+$2.11M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$1.9M |
| 4 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
+$932K |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$695K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$5.78M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$782K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$741K |
| 4 |
LCM
Laurion Capital Management
New York
|
-$673K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$644K |
VMO Hedge Fund Activity: Q3 2018 in Review
98 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q3 2018, worth a combined $118M — down 0.87% from $119M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of VMO and 10 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 20 added.
The largest buyer was Bramshill Investments, adding an estimated $7.85M. The largest seller was Robinson Capital Management, cutting an estimated $5.78M.
- 98 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q3 2018, down from 103 in Q2 2018.
- Funds reported $118M of Invesco Municipal Opportunity Trust stock for Q3 2018, down 0.87% quarter-over-quarter.
- 10 funds opened new Invesco Municipal Opportunity Trust positions in Q3 2018 and 15 closed out, a net change of -5 holders.
- The largest Invesco Municipal Opportunity Trust buyer in Q3 2018 was Bramshill Investments, an estimated $7.85M added.
- The largest Invesco Municipal Opportunity Trust seller in Q3 2018 was Robinson Capital Management, an estimated $5.78M sold.
Based on aggregated 13F filings for Q3 2018.