Western Asset Municipal Defined Opportunity Trust Inc.
MTT
MTT was delisted on the 30th of April, 2021.
30 hedge funds and large institutions have $26.3M invested in Western Asset Municipal Defined Opportunity Trust Inc. in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 3 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
10% more capital invested
Capital invested by funds: $23.8M → $26.3M (+$2.41M)
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$969K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$508K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$383K |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$335K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$325K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$111K |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$62K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$45.5K |
| 4 |
PGA
Premia Global Advisors
Coral Gables,
Florida
|
-$31K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$30.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QCIG
26
Quad-Cities Investment Group
Davenport,
Iowa
| $25K | +$63 | +3 | +0.2% |
|
|
M
27
MOTCO
San Antonio,
Texas
| $21K | – | – | – |
|
|
TPWA
28
TRUE Private Wealth Advisors
Salem,
Oregon
| $20.7K | +$21.1K | +1,005 | New |
|
|
APA
29
American Portfolios Advisors
Holbrook,
New York
| $10.3K | – | – | – |
|
|
SPIA
30
Steward Partners Investment Advisory
New York
| $8K | – | – | – |
|
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$62K | -2,948 | Closed |
|
|
PGA
32
Premia Global Advisors
Coral Gables,
Florida
| – | -$31K | -1,485 | Closed |
|
|
BCP
33
Blackhawk Capital Partners
Thiensville,
Wisconsin
| – | -$22K | -1,000 | Closed |
|
MTT Hedge Fund Activity: Q3 2018 in Review
30 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal Defined Opportunity Trust Inc. (MTT) for Q3 2018, worth a combined $26.3M — up 10% from $23.8M a quarter earlier.
Fund positioning in MTT was balanced in Q3 2018: 3 funds opened new positions, 3 closed out, 14 added to existing stakes and 4 trimmed.
The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $969K. The largest seller was UBS Group, cutting an estimated $111K.
- 30 institutional investors held Western Asset Municipal Defined Opportunity Trust Inc. (MTT) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $26.3M of Western Asset Municipal Defined Opportunity Trust Inc. stock for Q3 2018, up 10% quarter-over-quarter.
- 3 funds opened new Western Asset Municipal Defined Opportunity Trust Inc. positions in Q3 2018 and 3 closed out, a net change of 0 holders.
- The largest Western Asset Municipal Defined Opportunity Trust Inc. buyer in Q3 2018 was Cetera Advisor Networks, an estimated $969K added.
- The largest Western Asset Municipal Defined Opportunity Trust Inc. seller in Q3 2018 was UBS Group, an estimated $111K sold.
Based on aggregated 13F filings for Q3 2018.