MMU

Western Asset Managed Municipals Fund
MMU

Overview Fund Activity

121 hedge funds and large institutions have $273M invested in Western Asset Managed Municipals Fund in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
121
Holders Change
+34
Holders Change %
+39.08%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
45
Increased
47
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.6M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$19.2M
3
RCM
3
Rivernorth Capital Management
Florida
$54.7M
4
SCM
4
Saba Capital Management
New York
$21.4M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$6.16M

Top Sellers

1
VCM
1
Vivaldi Capital Management
Illinois
$1.42M
2
KIM
2
Karpus Investment Management
New York
$9.76M
3
MC
3
Moors & Cabot
Massachusetts
$533K
4
ASN
4
Advisory Services Network
Georgia
$196K
5
AFS
5
Access Financial Services
Minnesota
$354K
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$1.25M 122,946 +122,946 New
LCM
27
Landscape Capital Management
New Jersey
$1.18M 116,271 +78,820 +210%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.11M 109,548 +7,338 +7%
MWM
29
Melfa Wealth Management
Massachusetts
$1.11M 108,908 +79,896 +275%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.09M 107,096 -13,919 -12%
PAS
31
Park Avenue Securities
New York
$1.05M 103,486 +6,643 +7%
Bank of America
32
Bank of America
North Carolina
$900K 88,471 -12,484 -12%
Ameriprise
33
Ameriprise
Minnesota
$868K 83,608 -9,386 -10%
SPIA
34
Steward Partners Investment Advisory
New York
$790K 77,649 +61,705 +387%
RIL
35
Rothschild Investment LLC
Illinois
$784K 77,104 +77,104 New
BRWA
36
B. Riley Wealth Advisors
Florida
$749K 73,619 +54,665 +288%
FCH
37
Freestone Capital Holdings
Washington
$691K 67,909 +67,909 New
SP
38
Stonebrook Private
Michigan
$665K 65,365 +65,365 New
ITIM
39
Indiana Trust & Investment Management
Indiana
$656K 64,512 +64,512 New
CPIG
40
Chicago Partners Investment Group
Illinois
$642K 64,398 +256 +0.4%
MFWP
41
Mosaic Family Wealth Partners
Missouri
$565K 55,530 – –
Stifel Financial
42
Stifel Financial
Missouri
$535K 52,578 +20,473 +64%
MC
43
Moors & Cabot
Massachusetts
$533K 52,399 -31,963 -38%
BA
44
Bridgewater Advisors
New York
$505K 49,677 +10,249 +26%
RPA
45
Rock Point Advisors
Vermont
$475K 46,700 -1,500 -3%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$474K 46,621 +1,497 +3%
Osaic Holdings
47
Osaic Holdings
Arizona
$445K 43,768 -10,574 -19%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$442K 43,431 -419 -1%
SWA
49
Stratos Wealth Advisors
Ohio
$432K 42,494 +160 +0.4%
BHWM
50
Bar Harbor Wealth Management
New Hampshire
$424K 41,682 +22,760 +120%
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