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MMU

Western Asset Managed Municipals Fund

66 hedge funds and large institutions have $75.6M invested in Western Asset Managed Municipals Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.35% less ownership

Funds ownership: 12.89%12.54% (-0.35%)

1% less capital invested

Capital invested by funds: $76.1M → $75.6M (-$437K)

1% less funds holding

Funds holding: 6766 (-1)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
66
Holders Change
-1
Holders Change %
-1.49%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
51
Washington Trust Bank
Washington
$50K
GWM
52
Geneos Wealth Management
Colorado
$41K
TCM
53
Tradewinds Capital Management
Washington
$33K
Citigroup
54
Citigroup
New York
$28K -$14.1K -1,000 -33%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$28K
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$26K
MFT
57
Moisand Fitzgerald Tamayo
Florida
$18K +$18.6K +1,320 New
RFM
58
Royal Fund Management
Florida
$16K
JCM
59
Jacobi Capital Management
Pennsylvania
$13K +$12.7K +898 New
CCM
60
Cribstone Capital Management
Maine
$10K
IIC
61
Integrated Investment Consultants
Michigan
$10K
CFA
62
Carroll Financial Associates
North Carolina
$9K
US Bancorp
63
US Bancorp
Minnesota
$8K -$260K -18,421 -97%
CTC
64
Central Trust Company
Missouri
$5K +$5.01K +355 New
Northern Trust
65
Northern Trust
Illinois
$2K -$141K -9,966 -40%
ClearBridge Investments
66
ClearBridge Investments
New York
$2K
CRC
67
Curi RMB Capital
Illinois
-$665K -48,253 Closed
DA
68
Doliver Advisors
Texas
-$263K -19,038 Closed
PAG
69
Private Advisor Group
New Jersey
-$262K -18,924 Closed
Millennium Management
70
Millennium Management
New York
-$217K -15,756 Closed
MF
71
Magnetar Financial
Illinois
-$183K -13,291 Closed
SG Americas Securities
72
SG Americas Securities
New York
-$136K -9,872 Closed
Creative Planning
73
Creative Planning
Kansas
-$106K -7,655 Closed
DADC
74
D.A. Davidson & Co
Montana
-$16K -1,202 Closed

MMU Hedge Fund Activity: Q3 2017 in Review

66 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q3 2017, worth a combined $75.6M — down 0.57% from $76.1M a quarter earlier.

Fund positioning in MMU was balanced in Q3 2017: 8 funds opened new positions, 8 closed out, 15 added to existing stakes and 19 trimmed.

The largest buyer was Paragon Capital Management (Colorado), opening a new position worth an estimated $931K. The largest seller was Robinson Capital Management, cutting an estimated $2.56M.

  • 66 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q3 2017, down from 67 in Q2 2017.
  • Funds reported $75.6M of Western Asset Managed Municipals Fund stock for Q3 2017, down 0.57% quarter-over-quarter.
  • 8 funds opened new Western Asset Managed Municipals Fund positions in Q3 2017 and 8 closed out, a net change of 0 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q3 2017 was Paragon Capital Management (Colorado), an estimated $931K added.
  • The largest Western Asset Managed Municipals Fund seller in Q3 2017 was Robinson Capital Management, an estimated $2.56M sold.

Based on aggregated 13F filings for Q3 2017.