Western Asset Municipal Defined Opportunity Trust Inc.
MTT
MTT was delisted on the 30th of April, 2021.
29 hedge funds and large institutions have $28.9M invested in Western Asset Municipal Defined Opportunity Trust Inc. in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
16% more funds holding
Funds holding: 25 → 29 (+4)
1% less capital invested
Capital invested by funds: $29.1M → $28.9M (-$169K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$539K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$207K |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$123K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$122K |
| 5 |
VanEck Associates
New York
|
+$92.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.13M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$338K |
| 3 |
Morgan Stanley
New York
|
-$239K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$224K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$106K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $15K | +$146 | +6 | +1% |
|
|
JIC
27
Joel Isaacson & Co
New York
| $12K | +$12.2K | +500 | New |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| $9K | – | – | – |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$14.6K | -598 | -100% |
|
MTT Hedge Fund Activity: Q1 2016 in Review
29 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal Defined Opportunity Trust Inc. (MTT) for Q1 2016, worth a combined $28.9M — down 0.58% from $29.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MTT positions and 0 closed out — a net gain of 4 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Advocacy Wealth Management Services, opening a new position worth an estimated $539K. The largest seller was Bank of America, cutting an estimated $1.13M.
- 29 institutional investors held Western Asset Municipal Defined Opportunity Trust Inc. (MTT) as of Q1 2016, up from 25 in Q4 2015.
- Funds reported $28.9M of Western Asset Municipal Defined Opportunity Trust Inc. stock for Q1 2016, down 0.58% quarter-over-quarter.
- 4 funds opened new Western Asset Municipal Defined Opportunity Trust Inc. positions in Q1 2016 and 0 closed out, a net change of +4 holders.
- The largest Western Asset Municipal Defined Opportunity Trust Inc. buyer in Q1 2016 was Advocacy Wealth Management Services, an estimated $539K added.
- The largest Western Asset Municipal Defined Opportunity Trust Inc. seller in Q1 2016 was Bank of America, an estimated $1.13M sold.
Based on aggregated 13F filings for Q1 2016.