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MMU

Western Asset Managed Municipals Fund

81 hedge funds and large institutions have $128M invested in Western Asset Managed Municipals Fund in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

13% more capital invested

Capital invested by funds: $113M → $128M (+$14.8M)

7% more funds holding

Funds holding: 7681 (+5)

1.59% more ownership

Funds ownership: 20.23%21.82% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
30
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AMC
26
Asset Management Corp
Illinois
$686K +$2.1K +157 +0.3%
MML Investors Services
27
MML Investors Services
Massachusetts
$579K +$303K +22,626 +113%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$577K +$570K +42,571 New
OWA
29
Opal Wealth Advisors
New York
$570K
6M
30
6 Meridian
Kansas
$538K -$72.1K -5,385 -12%
PWS
31
Private Wealth Strategies
Ohio
$507K +$4.81K +359 +1%
PFT
32
Providence First Trust
Arizona
$436K -$26.8K -2,000 -6%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$426K -$13.4K -1,000 -3%
COLIM
34
City of London Investment Management
United Kingdom
$415K -$270K -20,175 -40%
AFS
35
Access Financial Services
Minnesota
$404K +$3.35K +250 +0.8%
HCM
36
Hollencrest Capital Management
California
$386K
KAS
37
Kestra Advisory Services
Texas
$383K +$6.83K +510 +2%
Stifel Financial
38
Stifel Financial
Missouri
$368K +$843 +63 +0.2%
BSW
39
Buckingham Strategic Wealth
Missouri
$359K
CAN
40
Cetera Advisor Networks
California
$338K +$333K +24,909 New
SWM
41
SeaCrest Wealth Management
New York
$330K
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$315K -$40 -3 -0%
AWG
43
Altus Wealth Group
Colorado
$301K
1W
44
1776 Wealth
Georgia
$271K
APA
45
American Portfolios Advisors
New York
$250K +$18.8K +1,406 +8%
BHWM
46
Bar Harbor Wealth Management
New Hampshire
$246K
CSA
47
Cottage Street Advisors
Massachusetts
$245K
WKWM
48
Walter & Keenan Wealth Management
Indiana
$243K -$80.3K -6,000 -25%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$236K
EW
50
Evoke Wealth
California
$231K

MMU Hedge Fund Activity: Q2 2021 in Review

81 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q2 2021, worth a combined $128M — up 13% from $113M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MMU positions and 5 closed out — a net gain of 5 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $6.77M. The largest seller was Robinson Capital Management, cutting an estimated $1.7M.

  • 81 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q2 2021, up from 76 in Q1 2021.
  • Funds reported $128M of Western Asset Managed Municipals Fund stock for Q2 2021, up 13% quarter-over-quarter.
  • 10 funds opened new Western Asset Managed Municipals Fund positions in Q2 2021 and 5 closed out, a net change of +5 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q2 2021 was Rivernorth Capital Management, an estimated $6.77M added.
  • The largest Western Asset Managed Municipals Fund seller in Q2 2021 was Robinson Capital Management, an estimated $1.7M sold.

Based on aggregated 13F filings for Q2 2021.