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MMU

Western Asset Managed Municipals Fund

115 hedge funds and large institutions have $236M invested in Western Asset Managed Municipals Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

0% more funds holding

Funds holding: 115115 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.19% less ownership

Funds ownership: 42.55%42.36% (-0.19%)

6% less capital invested

Capital invested by funds: $251M → $236M (-$14.9M)

Holders
115
Holders Change
Holders Change %
0%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
41
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.31M +$92.9K +8,844 +7%
PAS
27
Park Avenue Securities
New York
$1.31M +$67K +6,374 +5%
N
28
Nuveen
North Carolina
$1.25M
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.14M +$16.2K +1,541 +1%
MWM
30
Melfa Wealth Management
Massachusetts
$1.11M
Osaic Holdings
31
Osaic Holdings
Arizona
$995K +$806K +76,674 +368%
Stifel Financial
32
Stifel Financial
Missouri
$989K +$505K +48,011 +98%
PFS
33
Prospera Financial Services
Texas
$911K -$525K -49,999 -36%
Ameriprise
34
Ameriprise
Minnesota
$817K -$56.1K -5,340 -6%
RIL
35
Rothschild Investment LLC
Illinois
$786K
LPL Financial
36
LPL Financial
California
$757K -$22.7K -2,162 -3%
ITIM
37
Indiana Trust & Investment Management
Indiana
$678K +$10.6K +1,006 +2%
CPIG
38
Chicago Partners Investment Group
Illinois
$638K +$3.76K +358 +0.6%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$631K +$28K +2,660 +4%
Cohen & Steers
40
Cohen & Steers
New York
$622K
PI
41
PFG Investments
New York
$587K +$193K +18,365 +47%
BRWA
42
B. Riley Wealth Advisors
Florida
$572K -$101K -9,620 -15%
CAG
43
Csenge Advisory Group
Florida
$486K +$69.8K +6,638 +16%
CL
44
Choreo LLC
Illinois
$476K +$31K +2,950 +7%
MFWP
45
Mosaic Family Wealth Partners
Missouri
$469K -$9.46K -900 -2%
AF
46
Atala Financial
California
$463K +$477K +45,346 New
Lido Advisors
47
Lido Advisors
California
$453K +$466K +44,387 New
CA
48
Carson Advisory
Georgia
$446K +$36.4K +3,465 +9%
CFGSD
49
Compass Financial Group (South Dakota)
South Dakota
$435K +$12.7K +1,206 +3%
BHWM
50
Bar Harbor Wealth Management
New Hampshire
$425K

MMU Hedge Fund Activity: Q4 2024 in Review

115 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q4 2024, worth a combined $236M — down 5.9% from $251M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MMU positions and 12 closed out — a net gain of 4 holders — while 41 added to existing stakes and 32 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $7.66M. The largest seller was Saba Capital Management, cutting an estimated $11.8M.

  • 115 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $236M of Western Asset Managed Municipals Fund stock for Q4 2024, down 5.9% quarter-over-quarter.
  • 16 funds opened new Western Asset Managed Municipals Fund positions in Q4 2024 and 12 closed out, a net change of +4 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q4 2024 was 1607 Capital Partners, an estimated $7.66M added.
  • The largest Western Asset Managed Municipals Fund seller in Q4 2024 was Saba Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2024.