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MTT

Western Asset Municipal Defined Opportunity Trust Inc.

Delisted

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

21 hedge funds and large institutions have $20.8M invested in Western Asset Municipal Defined Opportunity Trust Inc. in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

20% more capital invested

Capital invested by funds: $17.4M → $20.8M (+$3.4M)

11% more funds holding

Funds holding: 1921 (+2)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.61M +$936K +44,939 +15%
Invesco
2
Invesco
Georgia
$3.09M
Bank of America
3
Bank of America
North Carolina
$2.72M +$84.4K +4,050 +3%
RJA
4
Raymond James & Associates
Florida
$1.31M +$373K +17,906 +41%
U
5
UBS
Switzerland
$1.22M +$704K +33,767 +148%
Wells Fargo
6
Wells Fargo
California
$1.17M +$607K +29,109 +116%
First Trust Advisors
7
First Trust Advisors
Illinois
$784K -$63.4K -3,045 -8%
Goldman Sachs
8
Goldman Sachs
New York
$687K +$665K +31,899 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$561K -$975K -46,790 -64%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$531K +$490K +23,514 +2,077%
LPL Financial
11
LPL Financial
California
$294K +$104 +5 +0%
VKH
12
Virtu KCG Holdings
New York
$211K +$205K +9,819 New
VanEck Associates
13
VanEck Associates
New York
$148K +$3.85K +185 +3%
AIG
14
American International Group
New York
$142K
Citigroup
15
Citigroup
New York
$140K +$41.3K +1,981 +44%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$43K
MFS
17
MSI Financial Services
Massachusetts
$43K
HI
18
Hudock Inc
Pennsylvania
$23K +$22.1K +1,059 New
Ameriprise
19
Ameriprise
Minnesota
$19K
FAM
20
Formidable Asset Management
Ohio
$16K +$15.6K +750 New
TRCT
21
Tower Research Capital (TRC)
New York
$7K +$2.08K +100 +47%
AC
22
Alexandria Capital
Virginia
$6K
DA
23
Doliver Advisors
Texas
-$328K -15,118 Closed
HK
24
Horizon Kinetics
New York
-$262K -12,080 Closed

MTT Hedge Fund Activity: Q3 2013 in Review

21 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal Defined Opportunity Trust Inc. (MTT) for Q3 2013, worth a combined $20.8M — up 20% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MTT positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $936K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $975K.

  • 21 institutional investors held Western Asset Municipal Defined Opportunity Trust Inc. (MTT) as of Q3 2013, up from 19 in Q2 2013.
  • Funds reported $20.8M of Western Asset Municipal Defined Opportunity Trust Inc. stock for Q3 2013, up 20% quarter-over-quarter.
  • 4 funds opened new Western Asset Municipal Defined Opportunity Trust Inc. positions in Q3 2013 and 2 closed out, a net change of +2 holders.
  • The largest Western Asset Municipal Defined Opportunity Trust Inc. buyer in Q3 2013 was Morgan Stanley, an estimated $936K added.
  • The largest Western Asset Municipal Defined Opportunity Trust Inc. seller in Q3 2013 was Raymond James Financial Services Advisors, an estimated $975K sold.

Based on aggregated 13F filings for Q3 2013.