We are live on ! Find out more
MMU

Western Asset Managed Municipals Fund

44 hedge funds and large institutions have $51M invested in Western Asset Managed Municipals Fund in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0.12% more ownership

Funds ownership: 9.57%9.69% (+0.12%)

6% less capital invested

Capital invested by funds: $54.3M → $51M (-$3.36M)

14% less funds holding

Funds holding: 5144 (-7)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
44
Holders Change
-7
Holders Change %
-13.73%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
13
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
26
Commerce Bank
Missouri
$153K +$9.04K +747 +6%
PP
27
Paloma Partners
Connecticut
$143K +$6.05K +500 +5%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$141K -$121K -10,000 -47%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$124K -$16.9K -1,400 -12%
EFSCE
30
Enterprise Financial Services Corp (EFSC)
Missouri
$121K +$119K +9,800 New
Citigroup
31
Citigroup
New York
$120K -$9.68K -800 -8%
Ameriprise
32
Ameriprise
Minnesota
$107K +$50.3K +4,160 +92%
EWM
33
Elite Wealth Management
Washington
$72K
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$66K
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$26K -$1.67K -138 -6%
Deutsche Bank
36
Deutsche Bank
Germany
$26K
TRCT
37
Tower Research Capital (TRC)
New York
$11K -$8.21K -678 -43%
WCM
38
Windsor Capital Management
Arizona
$11K +$169 +14 +2%
CTC
39
Central Trust Company
Missouri
$9K
US Bancorp
40
US Bancorp
Minnesota
$6K
Creative Planning
41
Creative Planning
Kansas
$3K
Jones Financial Companies
42
Jones Financial Companies
Missouri
$3K +$2.9K +240 New
Northern Trust
43
Northern Trust
Illinois
$3K +$261K +21,532 New
ECM
44
Estabrook Capital Management
New York
$49
RJFSA
45
Raymond James Financial Services Advisors
Florida
-$648K -48,604 Closed
Jane Street
46
Jane Street
New York
-$285K -21,410 Closed
DA
47
Doliver Advisors
Texas
-$175K -13,136 Closed
EFS
48
Essex Financial Services
Connecticut
-$166K -12,444 Closed
FAAS
49
First Allied Advisory Services
California
-$160K -12,000 Closed
CWM
50
Concert Wealth Management
California
-$159K -11,963 Closed

MMU Hedge Fund Activity: Q3 2013 in Review

44 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q3 2013, worth a combined $51M — down 6.2% from $54.3M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of MMU and 5 opened new positions — a net loss of 6 holders — while 13 trimmed existing stakes and 14 added.

The largest buyer was Morgan Stanley, adding an estimated $1.02M. The largest seller was Advisors Asset Management, cutting an estimated $706K.

  • 44 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q3 2013, down from 51 in Q2 2013.
  • Funds reported $51M of Western Asset Managed Municipals Fund stock for Q3 2013, down 6.2% quarter-over-quarter.
  • 5 funds opened new Western Asset Managed Municipals Fund positions in Q3 2013 and 11 closed out, a net change of -6 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q3 2013 was Morgan Stanley, an estimated $1.02M added.
  • The largest Western Asset Managed Municipals Fund seller in Q3 2013 was Advisors Asset Management, an estimated $706K sold.

Based on aggregated 13F filings for Q3 2013.