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MMU

Western Asset Managed Municipals Fund

110 hedge funds and large institutions have $234M invested in Western Asset Managed Municipals Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

0.84% less ownership

Funds ownership: 42.36%41.52% (-0.84%)

1% less capital invested

Capital invested by funds: $236M → $234M (-$2.77M)

4% less funds holding

Funds holding: 115110 (-5)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
110
Holders Change
-5
Holders Change %
-4.35%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
40
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPA
51
Rock Point Advisors
Vermont
$413K
CFGSD
52
Compass Financial Group (South Dakota)
South Dakota
$407K -$32.1K -3,108 -7%
RP
53
Riverbridge Partners
Minnesota
$397K +$37.3K +3,605 +10%
ACA
54
Ackerman Capital Advisors
Texas
$382K +$20.7K +2,006 +6%
BB
55
Burford Brothers
Texas
$371K
AWM
56
Avior Wealth Management
Nebraska
$357K +$36.1K +3,487 +11%
MML Investors Services
57
MML Investors Services
Massachusetts
$331K +$18K +1,736 +6%
MC
58
Matisse Capital
Oregon
$305K
CC
59
Capstone Capital
Nevada
$303K
CAG
60
Csenge Advisory Group
Florida
$282K -$192K -18,577 -39%
AIS
61
Accredited Investor Services
Minnesota
$268K +$269K +26,056 New
ICMP
62
Integrated Capital Management (Pennsylvania)
Pennsylvania
$259K +$31.3K +3,028 +14%
FAG
63
Fortitude Advisory Group
Washington
$258K
VCP
64
Verus Capital Partners
Arizona
$257K
CSP
65
Cary Street Partners
Virginia
$239K +$68.2K +6,600 +40%
ACP
66
Aviance Capital Partners
Florida
$235K +$17.8K +1,726 +8%
SP
67
Stonebrook Private
Michigan
$233K -$28.8K -2,785 -11%
ASN
68
Advisory Services Network
Georgia
$223K
UWP
69
Uniting Wealth Partners
Kansas
$223K +$19.8K +1,919 +10%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$220K -$25.1K -2,424 -10%
MFG
71
Merit Financial Group
Georgia
$210K +$211K +20,410 New
PFT
72
Providence First Trust
Arizona
$209K -$41.4K -4,000 -16%
CIA
73
Concurrent Investment Advisors
Florida
$189K +$3.96K +383 +2%
SWA
74
Stratos Wealth Advisors
Ohio
$185K +$1.28K +124 +0.7%
NAS
75
NWF Advisory Services
California
$184K +$185K +17,900 New

MMU Hedge Fund Activity: Q1 2025 in Review

110 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q1 2025, worth a combined $234M — down 1.2% from $236M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MMU and 10 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 40 added.

The largest buyer was Bank of America, adding an estimated $2.92M. The largest seller was Rivernorth Capital Management, cutting an estimated $7.48M.

  • 110 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q1 2025, down from 115 in Q4 2024.
  • Funds reported $234M of Western Asset Managed Municipals Fund stock for Q1 2025, down 1.2% quarter-over-quarter.
  • 10 funds opened new Western Asset Managed Municipals Fund positions in Q1 2025 and 12 closed out, a net change of -2 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q1 2025 was Bank of America, an estimated $2.92M added.
  • The largest Western Asset Managed Municipals Fund seller in Q1 2025 was Rivernorth Capital Management, an estimated $7.48M sold.

Based on aggregated 13F filings for Q1 2025.