We are live on ! Find out more
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 $25.6M invested in Western Asset Municipal Defined Opportunity Trust Inc. in 2017 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

3% more capital invested

Capital invested by funds: $24.9M → $25.6M (+$636K)

16% less funds holding

Funds holding: 2521 (-4)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
11
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10.7M +$473K +20,711 +5%
Morgan Stanley
2
Morgan Stanley
New York
$6.72M +$20.3K +891 +0.3%
UBS Group
3
UBS Group
Switzerland
$1.47M -$111K -4,853 -7%
RJA
4
Raymond James & Associates
Florida
$1.22M -$230K -10,076 -16%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$962K +$96.5K +4,228 +11%
CAN
6
Cetera Advisor Networks
California
$939K +$29.3K +1,285 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$899K +$171K +7,505 +23%
Wells Fargo
8
Wells Fargo
California
$777K +$71.6K +3,136 +10%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$437K -$41.4K -1,814 -9%
VanEck Associates
10
VanEck Associates
New York
$410K +$14.3K +627 +4%
Ameriprise
11
Ameriprise
Minnesota
$236K +$662 +29 +0.3%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$204K +$251 +11 +0.1%
AG
13
Advisor Group
Arizona
$119K -$5.41K -237 -4%
YWP
14
YorkBridge Wealth Partners
New York
$103K +$45.7K +2,000 +78%
Citigroup
15
Citigroup
New York
$102K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$91K -$91.3K -4,000 -50%
MFW
17
Mosaic Family Wealth
Missouri
$72K
AIM
18
Advantage Investment Management
Iowa
$33K
MWM
19
Mascoma Wealth Management
New Hampshire
$32K
IWM
20
IHT Wealth Management
Illinois
$13K
SPIA
21
Steward Partners Investment Advisory
New York
$9K +$46 +2 +0.5%
First Trust Advisors
22
First Trust Advisors
Illinois
-$366K -16,527 Closed
SEI Investments
23
SEI Investments
Pennsylvania
-$62K -2,818 Closed
Creative Planning
24
Creative Planning
Kansas
-$11K -500 Closed
NFG
25
Next Financial Group
Texas
-$4K -200 Closed

MTT Hedge Fund Activity: Q3 2017 in Review

21 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal Defined Opportunity Trust Inc. (MTT) for Q3 2017, worth a combined $25.6M — up 2.5% from $24.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MTT and 0 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 11 added.

The largest buyer was Bank of America, adding an estimated $473K. The largest seller was First Trust Advisors, exiting entirely with an estimated $366K sold.

  • 21 institutional investors held Western Asset Municipal Defined Opportunity Trust Inc. (MTT) as of Q3 2017, down from 25 in Q2 2017.
  • Funds reported $25.6M of Western Asset Municipal Defined Opportunity Trust Inc. stock for Q3 2017, up 2.5% quarter-over-quarter.
  • 0 funds opened new Western Asset Municipal Defined Opportunity Trust Inc. positions in Q3 2017 and 4 closed out, a net change of -4 holders.
  • The largest Western Asset Municipal Defined Opportunity Trust Inc. buyer in Q3 2017 was Bank of America, an estimated $473K added.
  • The largest Western Asset Municipal Defined Opportunity Trust Inc. seller in Q3 2017 was First Trust Advisors, an estimated $366K sold.

Based on aggregated 13F filings for Q3 2017.