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MTT

Western Asset Municipal Defined Opportunity Trust Inc.
MTT

Delisted

MTT was delisted on the 30th of April, 2021.

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33 hedge funds and large institutions have $26.8M invested in Western Asset Municipal Defined Opportunity Trust Inc. in 2019 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

6% more capital invested

Capital invested by funds: $25.4M → $26.8M (+$1.48M)

13% less funds holding

Funds holding: 38 → 33 (-5)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
33
Holders Change
-5
Holders Change %
-13.16%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
12
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$651K
2
Bank of America
Bank of America
North Carolina
+$588K
3
Invesco
Invesco
Georgia
+$497K
4
UBS Group
UBS Group
Switzerland
+$464K
5
UR
USCA RIA
Texas
+$214K

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$507K
2
RVPG
Relative Value Partners Group
-$406K
3
RCM
Rivernorth Capital Management
Florida
-$290K
4
AC
Almitas Capital
California
-$195K
5
WAM
Wolverine Asset Management
Illinois
-$111K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Mascoma Wealth Management
New Hampshire
$30K – – –
FMII
27
Farmers & Merchants Investments Inc
Nebraska
$23K +$22.5K +1,097 New
IF
28
Ironwood Financial
Arizona
$21K – – –
APA
29
American Portfolios Advisors
New York
$10.5K – – –
HNB
30
Huntington National Bank
Ohio
$7K – – –
QCIG
31
Quad-Cities Investment Group
Iowa
$5K -$19.9K -972 -79%
IFAM
32
Institutional & Family Asset Management
Colorado
$4K +$20 +1 +0.6%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$1.02K -$13.7K -670 -1%
ClearBridge Investments
34
ClearBridge Investments
New York
– -$507K -26,000 Closed
RVPG
35
Relative Value Partners Group
– -$406K -20,800 Closed
RCM
36
Rivernorth Capital Management
Florida
– -$290K -14,769 Closed
AC
37
Almitas Capital
California
– -$195K -10,000 Closed
WAM
38
Wolverine Asset Management
Illinois
– -$111K -5,702 Closed
BOPW
39
Brandywine Oak Private Wealth
Pennsylvania
– -$10K -525 Closed
MA
40
MUFG Americas
New York
– -$6K -284 Closed
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
– +$328 +16 New
1
2

MTT Hedge Fund Activity: Q1 2019 in Review

33 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal Defined Opportunity Trust Inc. (MTT) for Q1 2019, worth a combined $26.8M — up 5.8% from $25.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MTT and 3 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 12 added.

The largest buyer was Morgan Stanley, adding an estimated $651K. The largest seller was ClearBridge Investments, exiting entirely with an estimated $507K sold.

  • 33 institutional investors held Western Asset Municipal Defined Opportunity Trust Inc. (MTT) as of Q1 2019, down from 38 in Q4 2018.
  • Funds reported $26.8M of Western Asset Municipal Defined Opportunity Trust Inc. stock for Q1 2019, up 5.8% quarter-over-quarter.
  • 3 funds opened new Western Asset Municipal Defined Opportunity Trust Inc. positions in Q1 2019 and 7 closed out, a net change of -4 holders.
  • The largest Western Asset Municipal Defined Opportunity Trust Inc. buyer in Q1 2019 was Morgan Stanley, an estimated $651K added.
  • The largest Western Asset Municipal Defined Opportunity Trust Inc. seller in Q1 2019 was ClearBridge Investments, an estimated $507K sold.

Based on aggregated 13F filings for Q1 2019.