MMU

Western Asset Managed Municipals Fund
MMU

Overview Fund Activity

78 hedge funds and large institutions have $76.1M invested in Western Asset Managed Municipals Fund in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
18
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Western Wealth Management
Colorado
$1.49M
2
RCM
2
Robinson Capital Management
Michigan
$1.23M
3
LCM
3
Landscape Capital Management
New Jersey
$1.12M
4
WAM
4
Wolverine Asset Management
Illinois
$746K
5
Truist Financial
5
Truist Financial
North Carolina
$603K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.11M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.9M
3
UBS Group
3
UBS Group
Switzerland
$1.87M
4
OFG
4
OTA Financial Group
New York
$232K
5
QCIG
5
Quad-Cities Investment Group
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
26
Westbourne Investment Advisors
Maryland
$563K +$29.3K +2,200 +5%
ACA
27
Ackerman Capital Advisors
Texas
$554K +$554K +41,520 New
HCM
28
Hollencrest Capital Management
California
$488K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$486K -$160 -12 -0%
PWS
30
Private Wealth Strategies
Ohio
$468K +$468K +35,142 New
FHA
31
Flagship Harbor Advisors
Massachusetts
$425K +$188K +14,144 +80%
BSW
32
Buckingham Strategic Wealth
Missouri
$353K – – –
SWM
33
SeaCrest Wealth Management
New York
$312K +$15K +1,125 +5%
WKWM
34
Walter & Keenan Wealth Management
Indiana
$292K – – –
SI
35
Stephens Inc
Arkansas
$280K +$213 +16 +0.1%
1W
36
1776 Wealth
Georgia
$279K +$279K +21,000 New
COLIM
37
City of London Investment Management
United Kingdom
$269K – – –
PFT
38
Providence First Trust
Arizona
$266K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$243K – – –
BHWM
40
Bar Harbor Wealth Management
New Hampshire
$241K – – –
CSA
41
Cottage Street Advisors
Massachusetts
$240K – – –
OFG
42
OTA Financial Group
New York
$232K -$292K -22,024 -56%
IAA
43
Independent Advisor Alliance
North Carolina
$232K +$232K +17,436 New
EW
44
Evoke Wealth
California
$226K – – –
Stifel Financial
45
Stifel Financial
Missouri
$223K +$18.8K +1,409 +9%
SPIA
46
Steward Partners Investment Advisory
New York
$216K +$70.3K +5,300 +48%
MML Investors Services
47
MML Investors Services
Massachusetts
$213K +$1.68K +126 +0.8%
IFAM
48
Institutional & Family Asset Management
Colorado
$200K +$427 +32 +0.2%
DAS
49
Dynamic Advisor Solutions
Arizona
$191K – – –
CB
50
Commerce Bank
Missouri
$185K – – –
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