Western Asset Municipal Defined Opportunity Trust Inc.
MTT
MTT was delisted on the 30th of April, 2021.
31 hedge funds and large institutions have $30.3M invested in Western Asset Municipal Defined Opportunity Trust Inc. in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 3 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
8% less capital invested
Capital invested by funds: $32.9M → $30.3M (-$2.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OLA
Oliver Luxxe Assets
Gladstone,
New Jersey
|
+$589K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$212K |
| 3 |
BI
Bramshill Investments
Naples,
Florida
|
+$196K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
+$173K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$149K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.35M |
| 2 |
Morgan Stanley
New York
|
-$1.06M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$994K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$242K |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$173K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WEC
26
Winslow Evans & Crocker
Boston,
Massachusetts
| $28K | – | – | – |
|
|
DSC
27
Duncker Streett & Co
St. Louis,
Missouri
| $12K | – | – | – |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $10.1K | – | – | – |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $9K | – | – | – |
|
30
Rockefeller Capital Management
New York
| $7K | +$7.12K | +351 | New |
|
|
31
Koshinski Asset Management
Decatur,
Illinois
| $1.13K | +$173K | +8,518 | +18% |
|
|
GC
32
Guggenheim Capital
Chicago,
Illinois
| – | -$242K | -12,269 | Closed |
|
|
PAG
33
Private Advisor Group
Morristown,
New Jersey
| – | -$53K | -2,700 | Closed |
|
|
BWL
34
Bogart Wealth LLC
Mclean,
Virginia
| – | -$11K | -532 | Closed |
|
MTT Hedge Fund Activity: Q3 2020 in Review
31 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal Defined Opportunity Trust Inc. (MTT) for Q3 2020, worth a combined $30.3M — down 7.7% from $32.9M a quarter earlier.
Fund positioning in MTT was balanced in Q3 2020: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 9 trimmed.
The largest buyer was Oliver Luxxe Assets, opening a new position worth an estimated $589K. The largest seller was Raymond James & Associates, cutting an estimated $1.35M.
- 31 institutional investors held Western Asset Municipal Defined Opportunity Trust Inc. (MTT) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $30.3M of Western Asset Municipal Defined Opportunity Trust Inc. stock for Q3 2020, down 7.7% quarter-over-quarter.
- 3 funds opened new Western Asset Municipal Defined Opportunity Trust Inc. positions in Q3 2020 and 3 closed out, a net change of 0 holders.
- The largest Western Asset Municipal Defined Opportunity Trust Inc. buyer in Q3 2020 was Oliver Luxxe Assets, an estimated $589K added.
- The largest Western Asset Municipal Defined Opportunity Trust Inc. seller in Q3 2020 was Raymond James & Associates, an estimated $1.35M sold.
Based on aggregated 13F filings for Q3 2020.