Western Asset Municipal Defined Opportunity Trust Inc.
MTT
MTT was delisted on the 30th of April, 2021.
36 hedge funds and large institutions have $32.7M invested in Western Asset Municipal Defined Opportunity Trust Inc. in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
16% more funds holding
Funds holding: 31 → 36 (+5)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
8% more capital invested
Capital invested by funds: $30.3M → $32.7M (+$2.37M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
+$370K |
| 2 |
Millennium Management
New York
|
+$294K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$214K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$183K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$147K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAP
Indie Asset Partners
Carmel,
Indiana
|
-$408K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$322K |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$246K |
| 4 |
MA
MUFG Americas
New York
|
-$232K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$81.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Osaic Holdings
Scottsdale,
Arizona
| $140K | -$81.3K | -3,988 | -37% |
|
27
Citigroup
New York
| $94K | – | – | – |
|
|
SIA
28
Sit Investment Associates
Minneapolis,
Minnesota
| $58K | +$56.9K | +2,790 | New |
|
|
IAIM
29
International Assets Investment Management
Orlando,
Florida
| $40K | +$39.6K | +1,944 | New |
|
|
TPWA
30
TRUE Private Wealth Advisors
Salem,
Oregon
| $29K | – | – | – |
|
|
WEC
31
Winslow Evans & Crocker
Boston,
Massachusetts
| $26K | -$3.06K | -150 | -11% |
|
|
RA
32
Reby Advisors
Danbury,
Connecticut
| $21K | +$20.4K | +1,000 | New |
|
33
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $21K | +$20.4K | +1,001 | New |
|
|
DSC
34
Duncker Streett & Co
St. Louis,
Missouri
| $13K | – | – | – |
|
|
APA
35
American Portfolios Advisors
Holbrook,
New York
| $10.4K | – | – | – |
|
36
Rockefeller Capital Management
New York
| $7K | +$82 | +4 | +1% |
|
|
MA
37
MUFG Americas
New York
| – | -$232K | -11,471 | Closed |
|
|
BFEC
38
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$9K | -450 | Closed |
|
MTT Hedge Fund Activity: Q4 2020 in Review
36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal Defined Opportunity Trust Inc. (MTT) for Q4 2020, worth a combined $32.7M — up 7.8% from $30.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MTT positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Almitas Capital, opening a new position worth an estimated $370K. The largest seller was Indie Asset Partners, cutting an estimated $408K.
- 36 institutional investors held Western Asset Municipal Defined Opportunity Trust Inc. (MTT) as of Q4 2020, up from 31 in Q3 2020.
- Funds reported $32.7M of Western Asset Municipal Defined Opportunity Trust Inc. stock for Q4 2020, up 7.8% quarter-over-quarter.
- 7 funds opened new Western Asset Municipal Defined Opportunity Trust Inc. positions in Q4 2020 and 2 closed out, a net change of +5 holders.
- The largest Western Asset Municipal Defined Opportunity Trust Inc. buyer in Q4 2020 was Almitas Capital, an estimated $370K added.
- The largest Western Asset Municipal Defined Opportunity Trust Inc. seller in Q4 2020 was Indie Asset Partners, an estimated $408K sold.
Based on aggregated 13F filings for Q4 2020.