MMU

Western Asset Managed Municipals Fund
MMU

Overview Fund Activity

67 hedge funds and large institutions have $73.1M invested in Western Asset Managed Municipals Fund in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$5.05M
2
SWP
2
Stratos Wealth Partners
Ohio
$1.42M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$928K
4
BHWM
4
Bar Harbor Wealth Management
New Hampshire
$255K
5
AF
5
Affiance Financial
Minnesota
$2.08M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.3M
2
Invesco
2
Invesco
Georgia
$0
3
PCMC
3
Paragon Capital Management (Colorado)
Colorado
$0
4
UBS Group
4
UBS Group
Switzerland
$3.75M
5
RCM
5
Robinson Capital Management
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$43K +$16.6K +1,165 +63%
IBOK
52
Independence Bank of Kentucky
Kentucky
$42K +$42K +3,000 New
GWM
53
Geneos Wealth Management
Colorado
$41K – – –
AWM
54
Avondale Wealth Management
Texas
$35K +$35K +2,518 New
Citigroup
55
Citigroup
New York
$34K +$5.67K +400 +20%
TCM
56
Tradewinds Capital Management
Washington
$33K – – –
KF
57
Krilogy Financial
Missouri
$28K – – –
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$28K – – –
MFT
59
Moisand Fitzgerald Tamayo
Florida
$19K – – –
RFM
60
Royal Fund Management
Florida
$16K – – –
JCM
61
Jacobi Capital Management
Pennsylvania
$13K +$171 +12 +1%
THWM
62
Taylor Hoffman Wealth Management
Virginia
$11K +$11K +796 New
CCM
63
Cribstone Capital Management
Maine
$10K – – –
CFA
64
Carroll Financial Associates
North Carolina
$9K – – –
HNB
65
Huntington National Bank
Ohio
$8K – – –
AWM
66
Aevitas Wealth Management
Massachusetts
$7K +$7K +468 New
RFC
67
Regions Financial Corp
Alabama
$7K +$7K +483 New
Northern Trust
68
Northern Trust
Illinois
$3K +$866 +6,100 +41%
ClearBridge Investments
69
ClearBridge Investments
New York
$2K – – –
Invesco
70
Invesco
Georgia
– -$1.14M -81,532 Closed
PCMC
71
Paragon Capital Management (Colorado)
Colorado
– -$922K -65,885 Closed
RCM
72
Robinson Capital Management
Michigan
– -$488K -34,831 Closed
Bank of New York Mellon
73
Bank of New York Mellon
New York
– -$175K -12,460 Closed
KeyBank National Association
74
KeyBank National Association
Ohio
– -$159K -11,330 Closed
WTB
75
Washington Trust Bank
Washington
– -$50K -3,606 Closed
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