MMU

Western Asset Managed Municipals Fund
MMU

Overview Fund Activity

78 hedge funds and large institutions have $76.1M invested in Western Asset Managed Municipals Fund in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
78
Holders Change
+10
Holders Change %
+14.71%
% of All Funds
1.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
18
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WWM
1
Western Wealth Management
Colorado
$1.49M
2
RCM
2
Robinson Capital Management
Michigan
$1.23M
3
LCM
3
Landscape Capital Management
New Jersey
$1.12M
4
WAM
4
Wolverine Asset Management
Illinois
$746K
5
Truist Financial
5
Truist Financial
North Carolina
$603K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.11M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.9M
3
UBS Group
3
UBS Group
Switzerland
$1.87M
4
OFG
4
OTA Financial Group
New York
$232K
5
QCIG
5
Quad-Cities Investment Group
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$177K 13,305 +2,450 +23%
PMG
52
ProVise Management Group
Florida
$177K 13,290 -2,000 -13%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$168K 12,616 -3,000 -19%
OC
54
Oppenheimer & Co
New York
$158K 11,891 +11,891 New
BHBT
55
Burke & Herbert Bank & Trust
Virginia
$153K 11,500 +11,500 New
LPL Financial
56
LPL Financial
California
$141K 10,621 -1,916 -15%
BBHC
57
Brown Brothers Harriman & Co
New York
$107K 8,000 – –
JFGIW
58
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$77K 5,800 – –
TCOV
59
Trust Company of Vermont
Vermont
$67K 5,000 – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$44K 3,286 – –
IBOK
61
Independence Bank of Kentucky
Kentucky
$40K 3,000 – –
AWM
62
Avondale Wealth Management
Texas
$34K 2,518 – –
GWM
63
Geneos Wealth Management
Colorado
$23K 1,754 – –
MIM
64
Macroview Investment Management
Maryland
$22K 1,684 – –
FWM
65
FSA Wealth Management
Massachusetts
$21K 1,600 +1,600 New
AG
66
Advisor Group
Arizona
$20K 1,493 – –
MFT
67
Moisand Fitzgerald Tamayo
Florida
$18K 1,320 – –
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$17K 1,267 – –
WCG
69
Weaver Consulting Group
California
$17K 1,230 – –
TF
70
TimeScale Financial
Massachusetts
$17K 1,351 – –
Citigroup
71
Citigroup
New York
$13K 1,000 – –
HPC
72
HM Payson & Co
Maine
$13K 1,000 – –
THWM
73
Taylor Hoffman Wealth Management
Virginia
$11K 796 – –
SIC
74
Samalin Investment Counsel
New York
$11K 834 +834 New
AF
75
Advisornet Financial
Minnesota
$8K 630 – –
1 2
3
4