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.

32 hedge funds and large institutions have $28M invested in Western Asset Municipal Defined Opportunity Trust Inc. in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more funds holding

Funds holding: 2132 (+11)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

9% more capital invested

Capital invested by funds: $25.6M → $28M (+$2.39M)

Holders
32
Holders Change
+11
Holders Change %
+52.38%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
8
Closed
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
$7.75M -$2.23M -101,877 -22%
Morgan Stanley
2
Morgan Stanley
New York
$5.81M -$388K -17,692 -6%
LCM
3
Laurion Capital Management
New York
$2.96M +$3.11M +141,722 New
MIG
4
Mariner Investment Group
New York
$2.09M +$2.19M +100,000 New
RJA
5
Raymond James & Associates
Florida
$1.25M +$138K +6,288 +12%
UBS Group
6
UBS Group
Switzerland
$979K -$390K -17,789 -28%
CAN
7
Cetera Advisor Networks
California
$941K +$83K +3,785 +9%
Wells Fargo
8
Wells Fargo
California
$858K +$151K +6,884 +20%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$850K -$36.7K -1,674 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$692K -$142K -6,466 -16%
WAM
11
Wolverine Asset Management
Illinois
$630K +$662K +30,171 New
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$573K +$179K +8,169 +42%
First Trust Advisors
13
First Trust Advisors
Illinois
$515K +$540K +24,644 New
VanEck Associates
14
VanEck Associates
New York
$415K +$40K +1,822 +10%
SWP
15
Stratos Wealth Partners
Ohio
$299K +$314K +14,325 New
BCP
16
Berkeley Capital Partners
Georgia
$297K +$312K +14,240 New
Ameriprise
17
Ameriprise
Minnesota
$223K +$5.39K +246 +2%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$188K +$351 +16 +0.2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$110K +$27.4K +1,250 +31%
AG
20
Advisor Group
Arizona
$106K -$4.71K -215 -4%
Citigroup
21
Citigroup
New York
$94K
YWP
22
YorkBridge Wealth Partners
New York
$71K -$25.2K -1,150 -25%
MFW
23
Mosaic Family Wealth
Missouri
$66K
PGA
24
Premia Global Advisors
Florida
$31K +$32.6K +1,485 New
AIM
25
Advantage Investment Management
Iowa
$30K

MTT Hedge Fund Activity: Q4 2017 in Review

32 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal Defined Opportunity Trust Inc. (MTT) for Q4 2017, worth a combined $28M — up 9.4% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MTT positions and 0 closed out — a net gain of 11 holders — while 9 added to existing stakes and 8 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $3.11M. The largest seller was Bank of America, cutting an estimated $2.23M.

  • 32 institutional investors held Western Asset Municipal Defined Opportunity Trust Inc. (MTT) as of Q4 2017, up from 21 in Q3 2017.
  • Funds reported $28M of Western Asset Municipal Defined Opportunity Trust Inc. stock for Q4 2017, up 9.4% quarter-over-quarter.
  • 11 funds opened new Western Asset Municipal Defined Opportunity Trust Inc. positions in Q4 2017 and 0 closed out, a net change of +11 holders.
  • The largest Western Asset Municipal Defined Opportunity Trust Inc. buyer in Q4 2017 was Laurion Capital Management, an estimated $3.11M added.
  • The largest Western Asset Municipal Defined Opportunity Trust Inc. seller in Q4 2017 was Bank of America, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2017.