MMU

Western Asset Managed Municipals Fund
MMU

Overview Fund Activity

121 hedge funds and large institutions have $273M invested in Western Asset Managed Municipals Fund in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
121
Holders Change
+34
Holders Change %
+39.08%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
45
Increased
47
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.6M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$19.2M
3
RCM
3
Rivernorth Capital Management
Florida
$54.7M
4
SCM
4
Saba Capital Management
New York
$21.4M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$6.16M

Top Sellers

1
VCM
1
Vivaldi Capital Management
Illinois
$1.42M
2
KIM
2
Karpus Investment Management
New York
$9.76M
3
MC
3
Moors & Cabot
Massachusetts
$533K
4
ASN
4
Advisory Services Network
Georgia
$196K
5
AFS
5
Access Financial Services
Minnesota
$354K
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
51
Private Wealth Strategies
Ohio
$423K 41,613 +489 +1%
CFGSD
52
Compass Financial Group (South Dakota)
South Dakota
$407K 40,002 +1,500 +4%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$401K 39,477 +39,477 New
Truist Financial
54
Truist Financial
North Carolina
$383K 37,688 +37,688 New
MC
55
Matisse Capital
Oregon
$375K 36,871 +36,871 New
COLIM
56
City of London Investment Management
United Kingdom
$372K 36,627 – –
BB
57
Burford Brothers
Texas
$367K 36,100 +36,100 New
CC
58
Capstone Capital
Nevada
$359K 35,344 +35,344 New
AFS
59
Access Financial Services
Minnesota
$354K 34,771 -19,381 -36%
RP
60
Riverbridge Partners
Minnesota
$332K 32,598 +300 +0.9%
RJT
61
Raymond James Trust
Florida
$328K 32,290 +32,290 New
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$307K 30,193 +9,437 +45%
BW
63
Bison Wealth
Georgia
$306K 30,095 -1,521 -5%
OC
64
Oppenheimer & Co
New York
$268K 26,393 +15,042 +133%
FAG
65
Fortitude Advisory Group
Washington
$252K 24,730 +2,222 +10%
PFT
66
Providence First Trust
Arizona
$248K 24,393 -4,200 -15%
FPCP
67
Fort Point Capital Partners
California
$246K 24,143 +24,143 New
MML Investors Services
68
MML Investors Services
Massachusetts
$223K 21,975 +1,426 +7%
CIA
69
Concurrent Investment Advisors
Florida
$212K 20,886 +20,886 New
First Trust Advisors
70
First Trust Advisors
Illinois
$212K 20,797 +20,797 New
IAA
71
Ironsides Asset Advisors
North Carolina
$205K 20,117 +5,346 +36%
1W
72
1776 Wealth
Georgia
$203K 20,000 +20,000 New
ACP
73
Aviance Capital Partners
Florida
$199K 19,561 +19,561 New
Mariner
74
Mariner
Kansas
$199K 19,526 +5,791 +42%
SWP
75
Stratos Wealth Partners
Ohio
$198K 19,456 – –
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3
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