PMO

Putnam Mortgage Opport

Latest period2026 - Q1Total superinvestors89

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 89 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

SuperinvestorPortfolio %Reported Value
John Webber@Advisors Asset Management, Inc.
Recent Activity
Increased 15.95%
0.12%
$7.145M
693,736 shares@ 10.31 avg price
Marcus Collins@Rivernorth Capital Management, Llc
Recent Activity
Increased 60.38%
0.36%
$7.064M
685,823 shares@ 10.31 avg price
Robert A. Saperstein@Guggenheim Capital Llc
Recent Activity
Decreased -9.79%
0.05%
$6.169M
598,891 shares@ 10.3 avg price
James Robinson@Robinson Capital Management, Llc
Recent Activity
Increased 17.21%
2.51%
$5.974M
578,271 shares@ 10.33 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 8.34%
0.2%
$5.788M
561,941 shares@ 10.3 avg price
Victor Melfa Jr.@Melfa Wealth Management, Inc.
Recent Activity
2.8%
$4.866M
472,403 shares@ 10.31 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 8.31%
0.01%
$4.476M
434,514 shares@ 10.31 avg price
Kevin Rutherford@1607 Capital Partners, Llc
Recent Activity
0.24%
$3.204M
311,109 shares@ 10.31 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Increased 1.32%
0.01%
$3.171M
307,913 shares@ 10.3 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Decreased -21.33%
0.01%
$3.014M
292,663 shares@ 10.3 avg price

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