We are live on ! Find out more
MMU

Western Asset Managed Municipals Fund

68 hedge funds and large institutions have $70.6M invested in Western Asset Managed Municipals Fund in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

3% more capital invested

Capital invested by funds: $68.8M → $70.6M (+$1.79M)

0.14% less ownership

Funds ownership: 12.55%12.41% (-0.14%)

4% less funds holding

Funds holding: 7168 (-3)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
19
Reduced
13
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$45K +$1.7K +129 +4%
IBOK
52
Independence Bank of Kentucky
Kentucky
$40K
AWM
53
Avondale Wealth Management
Texas
$33K
MIM
54
Macroview Investment Management
Maryland
$32K
WCM
55
WealthBridge Capital Management
Ohio
$27K
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$26K
GWM
57
Geneos Wealth Management
Colorado
$23K
AG
58
Advisor Group
Arizona
$20K +$19.7K +1,493 New
MFT
59
Moisand Fitzgerald Tamayo
Florida
$17K
WCG
60
Weaver Consulting Group
California
$17K +$16.2K +1,230 New
Citigroup
61
Citigroup
New York
$13K -$18.4K -1,400 -58%
FC
62
Ferris Capital
Massachusetts
$11K
UBS AM
63
UBS AM
Illinois
$10.5K
THWM
64
Taylor Hoffman Wealth Management
Virginia
$10K
WAM
65
Wakefield Asset Management
Colorado
$5K -$805K -61,099 -99%
FIA
66
FNY Investment Advisers
New York
$2K +$2.81K +213 New
Northern Trust
67
Northern Trust
Illinois
$1K -$50.1K -3,807 -28%
GI
68
Gradient Investments
Minnesota
$1K +$1.41K +107 New
CIA
69
Capital Investment Advisors
Georgia
-$931K -73,305 Closed
SGCA
70
Steel Grove Capital Advisors
Tennessee
-$302K -23,780 Closed
VDI
71
Vaughan David Investments
Illinois
-$224K -17,661 Closed
AA
72
AQR Arbitrage
Connecticut
-$218K -17,136 Closed
IA
73
IFP Advisors
Florida
-$92K -6,821 Closed
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
-$83K -6,527 Closed
MOS
75
MGO One Seven
Ohio
-$81K -6,450 Closed

MMU Hedge Fund Activity: Q1 2019 in Review

68 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q1 2019, worth a combined $70.6M — up 2.6% from $68.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MMU and 11 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 19 added.

The largest buyer was City of London Investment Management, opening a new position worth an estimated $786K. The largest seller was Fiera Capital (Canada), cutting an estimated $2.51M.

  • 68 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q1 2019, down from 71 in Q4 2018.
  • Funds reported $70.6M of Western Asset Managed Municipals Fund stock for Q1 2019, up 2.6% quarter-over-quarter.
  • 11 funds opened new Western Asset Managed Municipals Fund positions in Q1 2019 and 13 closed out, a net change of -2 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q1 2019 was City of London Investment Management, an estimated $786K added.
  • The largest Western Asset Managed Municipals Fund seller in Q1 2019 was Fiera Capital (Canada), an estimated $2.51M sold.

Based on aggregated 13F filings for Q1 2019.