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MTT

Western Asset Municipal Defined Opportunity Trust Inc.

Delisted

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

24 hedge funds and large institutions have $22.1M invested in Western Asset Municipal Defined Opportunity Trust Inc. in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

14% more funds holding

Funds holding: 2124 (+3)

6% more capital invested

Capital invested by funds: $20.8M → $22.1M (+$1.3M)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.97M -$557K -26,363 -7%
Bank of America
2
Bank of America
North Carolina
$3.67M +$974K +46,129 +37%
Invesco
3
Invesco
Georgia
$2.83M
RJA
4
Raymond James & Associates
Florida
$2.23M +$921K +43,613 +71%
U
5
UBS
Switzerland
$1.33M +$126K +5,978 +11%
Wells Fargo
6
Wells Fargo
California
$1.29M +$132K +6,248 +12%
Goldman Sachs
7
Goldman Sachs
New York
$684K +$3.78K +179 +0.6%
First Trust Advisors
8
First Trust Advisors
Illinois
$631K -$143K -6,789 -19%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$584K +$28.9K +1,368 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$536K +$10.9K +514 +2%
LPL Financial
11
LPL Financial
California
$342K +$41.8K +1,981 +14%
CAN
12
Cetera Advisor Networks
California
$275K +$273K +12,943 New
AIG
13
American International Group
New York
$210K +$68.4K +3,239 +49%
VanEck Associates
14
VanEck Associates
New York
$118K -$28.1K -1,331 -19%
Citigroup
15
Citigroup
New York
$96K -$41.8K -1,981 -31%
US Bancorp
16
US Bancorp
Minnesota
$60K +$59.5K +2,818 New
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$43K
MFS
18
MSI Financial Services
Massachusetts
$43K
TRCT
19
Tower Research Capital (TRC)
New York
$39K +$32K +1,513 +483%
HI
20
Hudock Inc
Pennsylvania
$23K
Ameriprise
21
Ameriprise
Minnesota
$19K
FAM
22
Formidable Asset Management
Ohio
$16K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$11K +$10.6K +500 New
AC
24
Alexandria Capital
Virginia
$6K
WRM
25
Westport Resources Management
Connecticut
$5K +$5.28K +250 New

MTT Hedge Fund Activity: Q4 2013 in Review

24 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal Defined Opportunity Trust Inc. (MTT) for Q4 2013, worth a combined $22.1M — up 6.2% from $20.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MTT positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Bank of America, adding an estimated $974K. The largest seller was Morgan Stanley, cutting an estimated $557K.

  • 24 institutional investors held Western Asset Municipal Defined Opportunity Trust Inc. (MTT) as of Q4 2013, up from 21 in Q3 2013.
  • Funds reported $22.1M of Western Asset Municipal Defined Opportunity Trust Inc. stock for Q4 2013, up 6.2% quarter-over-quarter.
  • 4 funds opened new Western Asset Municipal Defined Opportunity Trust Inc. positions in Q4 2013 and 1 closed out, a net change of +3 holders.
  • The largest Western Asset Municipal Defined Opportunity Trust Inc. buyer in Q4 2013 was Bank of America, an estimated $974K added.
  • The largest Western Asset Municipal Defined Opportunity Trust Inc. seller in Q4 2013 was Morgan Stanley, an estimated $557K sold.

Based on aggregated 13F filings for Q4 2013.