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MMU

Western Asset Managed Municipals Fund

121 hedge funds and large institutions have $259M invested in Western Asset Managed Municipals Fund in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 121121 (0)

3.7% less ownership

Funds ownership: 48.93%45.23% (-3.7%)

5% less capital invested

Capital invested by funds: $273M → $259M (-$14M)

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
42
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$452K -$5.66K -556 -1%
SWA
52
Stratos Wealth Advisors
Ohio
$445K +$1.13K +111 +0.3%
PWS
53
Private Wealth Strategies
Ohio
$440K +$5.22K +513 +1%
BHWM
54
Bar Harbor Wealth Management
New Hampshire
$436K
CFGSD
55
Compass Financial Group (South Dakota)
South Dakota
$417K -$1.08K -106 -0.3%
Truist Financial
56
Truist Financial
North Carolina
$388K -$6.17K -606 -2%
CA
57
Carson Advisory
Georgia
$379K +$370K +36,304 New
BB
58
Burford Brothers
Texas
$377K
CC
59
Capstone Capital
Nevada
$369K
AFS
60
Access Financial Services
Minnesota
$363K
RJT
61
Raymond James Trust
Florida
$358K +$19.9K +1,958 +6%
RP
62
Riverbridge Partners
Minnesota
$349K +$8.39K +824 +3%
Mariner
63
Mariner
Kansas
$318K +$111K +10,889 +56%
MC
64
Matisse Capital
Oregon
$310K -$73.5K -7,221 -20%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$306K -$8.92K -876 -3%
BW
66
Bison Wealth
Georgia
$303K -$11K -1,076 -4%
MFWP
67
Mosaic Family Wealth Partners
Missouri
$299K -$275K -26,963 -49%
AWM
68
Avior Wealth Management
Nebraska
$279K +$272K +26,720 New
FAG
69
Fortitude Advisory Group
Washington
$279K +$20K +1,964 +8%
OC
70
Oppenheimer & Co
New York
$276K +$509 +50 +0.2%
MML Investors Services
71
MML Investors Services
Massachusetts
$265K +$34.3K +3,369 +15%
PFT
72
Providence First Trust
Arizona
$255K
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$243K +$57.8K +5,673 +32%
IAA
74
Ironsides Asset Advisors
North Carolina
$217K +$6.99K +686 +3%
CIA
75
Concurrent Investment Advisors
Florida
$215K -$3.57K -351 -2%

MMU Hedge Fund Activity: Q1 2024 in Review

121 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q1 2024, worth a combined $259M — down 5.1% from $273M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new MMU positions and 13 closed out — a net gain of 1 holder — while 42 added to existing stakes and 37 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $5.55M. The largest seller was Morgan Stanley, cutting an estimated $24M.

  • 121 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $259M of Western Asset Managed Municipals Fund stock for Q1 2024, down 5.1% quarter-over-quarter.
  • 14 funds opened new Western Asset Managed Municipals Fund positions in Q1 2024 and 13 closed out, a net change of +1 holder.
  • The largest Western Asset Managed Municipals Fund buyer in Q1 2024 was Allianz Asset Management, an estimated $5.55M added.
  • The largest Western Asset Managed Municipals Fund seller in Q1 2024 was Morgan Stanley, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2024.