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MTT

Western Asset Municipal Defined Opportunity Trust Inc.

Delisted

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

30 hedge funds and large institutions have $26.3M invested in Western Asset Municipal Defined Opportunity Trust Inc. in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

10% more capital invested

Capital invested by funds: $23.8M → $26.3M (+$2.41M)

0% more funds holding

Funds holding: 3030 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
4
Closed
3
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
$9.51M +$508K +24,142 +5%
Morgan Stanley
2
Morgan Stanley
New York
$5.95M +$106K +5,047 +2%
RJA
3
Raymond James & Associates
Florida
$1.52M +$316K +15,017 +25%
SWP
4
Stratos Wealth Partners
Ohio
$1.18M +$335K +15,950 +38%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$1.03M +$383K +18,194 +57%
Wells Fargo
6
Wells Fargo
California
$1.02M +$235K +11,173 +29%
CAN
7
Cetera Advisor Networks
California
$946K +$969K +46,066 New
UBS Group
8
UBS Group
Switzerland
$730K -$111K -5,258 -13%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$644K -$45.5K -2,164 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$643K -$30.8K -1,463 -4%
First Trust Advisors
11
First Trust Advisors
Illinois
$504K -$17K -807 -3%
VanEck Associates
12
VanEck Associates
New York
$480K +$44.3K +2,106 +10%
AG
13
Advisor Group
Arizona
$422K +$325K +15,468 +301%
LPL Financial
14
LPL Financial
California
$335K +$61K +2,901 +22%
BCP
15
Berkeley Capital Partners
Georgia
$251K
FIMG
16
Financial & Investment Management Group
Michigan
$205K +$210K +10,000 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$185K +$505 +24 +0.3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$183K +$61.2K +2,913 +49%
BFEC
19
Benjamin F. Edwards & Company
Missouri
$111K +$1.05K +50 +0.9%
Citigroup
20
Citigroup
New York
$92K
YWP
21
YorkBridge Wealth Partners
New York
$70K
MFW
22
Mosaic Family Wealth
Missouri
$64K
IFAM
23
Institutional & Family Asset Management
Colorado
$41K +$42 +2 +0.1%
AIM
24
Advantage Investment Management
Iowa
$30K
MWM
25
Mascoma Wealth Management
New Hampshire
$29K

MTT Hedge Fund Activity: Q3 2018 in Review

30 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal Defined Opportunity Trust Inc. (MTT) for Q3 2018, worth a combined $26.3M — up 10% from $23.8M a quarter earlier.

Fund positioning in MTT was balanced in Q3 2018: 3 funds opened new positions, 3 closed out, 14 added to existing stakes and 4 trimmed.

The largest buyer was Cetera Advisor Networks, opening a new position worth an estimated $969K. The largest seller was UBS Group, cutting an estimated $111K.

  • 30 institutional investors held Western Asset Municipal Defined Opportunity Trust Inc. (MTT) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $26.3M of Western Asset Municipal Defined Opportunity Trust Inc. stock for Q3 2018, up 10% quarter-over-quarter.
  • 3 funds opened new Western Asset Municipal Defined Opportunity Trust Inc. positions in Q3 2018 and 3 closed out, a net change of 0 holders.
  • The largest Western Asset Municipal Defined Opportunity Trust Inc. buyer in Q3 2018 was Cetera Advisor Networks, an estimated $969K added.
  • The largest Western Asset Municipal Defined Opportunity Trust Inc. seller in Q3 2018 was UBS Group, an estimated $111K sold.

Based on aggregated 13F filings for Q3 2018.