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MMU

Western Asset Managed Municipals Fund

92 hedge funds and large institutions have $125M invested in Western Asset Managed Municipals Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

11% more funds holding

Funds holding: 8392 (+9)

1.98% more ownership

Funds ownership: 25.24%27.22% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $127M → $125M (-$1.89M)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

Holders
92
Holders Change
+9
Holders Change %
+10.84%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
26
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1W
51
1776 Wealth
Georgia
$211K
BHWM
52
Bar Harbor Wealth Management
New Hampshire
$192K
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$189K +$57K +5,240 +41%
APA
54
American Portfolios Advisors
New York
$188K -$27.9K -2,565 -13%
AWM
55
AE Wealth Management
Kansas
$184K
IFAM
56
Institutional & Family Asset Management
Colorado
$180K +$5.83K +536 +3%
FAG
57
Fortitude Advisory Group
Washington
$174K
LCM
58
Landscape Capital Management
New Jersey
$170K +$175K +16,088 New
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$164K -$14.9K -1,373 -8%
ICMP
60
Integrated Capital Management (Pennsylvania)
Pennsylvania
$161K +$6.63K +610 +4%
BI
61
Bramshill Investments
Florida
$160K +$165K +15,157 New
OC
62
Oppenheimer & Co
New York
$159K +$98 +9 +0.1%
SPIA
63
Steward Partners Investment Advisory
New York
$158K +$7.61K +700 +5%
HI
64
Harbour Investments
Wisconsin
$144K +$148K +13,657 New
SWM
65
Silverlake Wealth Management
Vermont
$130K
CWM
66
CCG Wealth Management
California
$125K -$2.01K -185 -2%
PMG
67
ProVise Management Group
Florida
$125K
KAS
68
Kestra Advisory Services
Texas
$119K -$3.92K -361 -3%
Comerica Bank
69
Comerica Bank
Texas
$113K +$113K +10,402 New
BBHC
70
Brown Brothers Harriman & Co
New York
$85K
JFGIW
71
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K
AW
72
ACG Wealth
Georgia
$40K +$41.3K +3,800 New
RBC
73
Roble Belko & Company
Pennsylvania
$36K +$37.3K +3,434 New
IBOK
74
Independence Bank of Kentucky
Kentucky
$32K
AWM
75
Avondale Wealth Management
Texas
$27K

MMU Hedge Fund Activity: Q2 2022 in Review

92 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q2 2022, worth a combined $125M — down 1.5% from $127M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MMU positions and 6 closed out — a net gain of 10 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.03M. The largest seller was Truist Financial, cutting an estimated $781K.

  • 92 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q2 2022, up from 83 in Q1 2022.
  • Funds reported $125M of Western Asset Managed Municipals Fund stock for Q2 2022, down 1.5% quarter-over-quarter.
  • 16 funds opened new Western Asset Managed Municipals Fund positions in Q2 2022 and 6 closed out, a net change of +10 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q2 2022 was Morgan Stanley, an estimated $9.03M added.
  • The largest Western Asset Managed Municipals Fund seller in Q2 2022 was Truist Financial, an estimated $781K sold.

Based on aggregated 13F filings for Q2 2022.