Putnam Mortgage Opport
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 13 superinvestors own shares of Putnam Mortgage Opport (PMO), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Putnam Mortgage Opport (PMO), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Putnam Mortgage Opport (PMO) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Putnam Mortgage Opport (PMO) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
| 0.16% | $3.49M 344,532 shares@ 10.13 avg price | Increased 2144.07% |
Thomas J Bellaro@Park Avenue Securities Llc
| 0.02% | $1.14M 112,497 shares@ 10.14 avg price | Increased 7.1% |
Joseph Perfilio@Integrated Capital Management, Inc.
| 0.17% | $205,815 20,325 shares@ 10.13 avg price | Increased 10.51% |
Eric Hamilton@Avior Wealth Management, Llc
| 0.01% | $155,576 15,358 shares@ 10.13 avg price | Increased 28.72% |
Steven Pisano@Simon Quick Advisors, Llc
| 0.01% | $111,319 10,989 shares@ 10.14 avg price | Increased 7.51% |