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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
AF
76
Allworth Financial
California
$26K +$283 +26 +1%
IAMOG
77
Investors Asset Management of Georgia
Georgia
$21K +$21.7K +2,000 New
UB
78
UMB Bank
Missouri
$19K
GWM
79
Geneos Wealth Management
Colorado
$18K
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$13K
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$12K
WAM
82
Wolverine Asset Management
Illinois
$11K +$11.9K +1,099 New
Bessemer Group
83
Bessemer Group
New Jersey
$10K -$33 -3 -0.3%
IA
84
IFP Advisors
Florida
$7K
HDIM
85
Hanson & Doremus Investment Management
Vermont
$7K +$6.9K +635 New
SWA
86
SOA Wealth Advisors
New York
$3K
Northern Trust
87
Northern Trust
Illinois
$3K +$98.5K +9,066 +45%
FIA
88
FNY Investment Advisers
New York
$2K
Citigroup
89
Citigroup
New York
$2K +$2.17K +200 New
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$1K +$598 +55 New
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$1K +$2.03K +187 New
CSA
92
Cottage Street Advisors
Massachusetts
-$209K -18,000 Closed
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
-$130K -11,150 Closed
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
-$102K -8,735 Closed
BlackRock
95
BlackRock
New York
-$41K -3,500 Closed
IWP
96
IAG Wealth Partners
Wisconsin
-$37K -3,143 Closed
MA
97
Montag & Associates
Georgia
-$9.24K -850 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
+$11 +1 New

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.