MMU

Western Asset Managed Municipals Fund
MMU

Overview Fund Activity

92 hedge funds and large institutions have $144M invested in Western Asset Managed Municipals Fund in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% 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
19
Increased
33
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$17.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$34.2M
3
GC
3
Guggenheim Capital
Illinois
$7.6M
4
LSC
4
Logan Stone Capital
Illinois
$1.5M
5
RCM
5
Rivernorth Capital Management
Florida
$24.2M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$0
2
BCM
2
Brookstone Capital Management
Illinois
$0
3
ACA
3
Ackerman Capital Advisors
Texas
$0
4
UBS Group
4
UBS Group
Switzerland
$2.16M
5
Truist Financial
5
Truist Financial
North Carolina
$546K
Name Market Value Shares Shares
Change 		Shares
Change %
BBHC
76
Brown Brothers Harriman & Co
New York
$80.6K 8,000 – –
IFAM
77
Institutional & Family Asset Management
Colorado
$73.1K 7,257 -9,830 -58%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$54K 5,365 +335 +7%
JFGIW
79
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.3K 4,300 -1,500 -26%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$35.6K 3,532 +2,400 +212%
RBC
81
Roble Belko & Company
Pennsylvania
$35K 3,434 – –
GRP
82
Global Retirement Partners
California
$32.1K 3,186 +3,186 New
IBOK
83
Independence Bank of Kentucky
Kentucky
$30K 3,000 – –
AF
84
Allworth Financial
California
$25.7K 2,552 +39 +2%
JIR
85
James Investment Research
Ohio
$16K 1,620 +1,620 New
IA
86
IFP Advisors
Florida
$15K 1,137 +332 +41%
Bessemer Group
87
Bessemer Group
New Jersey
$11K 1,078 +94 +10%
HDIM
88
Hanson & Doremus Investment Management
Vermont
$9K 856 +856 New
AF
89
Affiance Financial
Minnesota
$8.86K 880 +880 New
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$7.72K 767 – –
SWA
91
SOA Wealth Advisors
New York
$3.03K 301 – –
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$1K 55 – –
Fiera Capital (Canada)
93
Fiera Capital (Canada)
Quebec, Canada
– – -340,251 Closed
BCM
94
Brookstone Capital Management
Illinois
– – -91,306 Closed
ACA
95
Ackerman Capital Advisors
Texas
– – -51,055 Closed
WAM
96
Wolverine Asset Management
Illinois
– – -35,980 Closed
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
– – -15,649 Closed
CAN
98
Cetera Advisor Networks
California
– – -14,042 Closed
CWM
99
CCG Wealth Management
California
– – -11,825 Closed
STA
100
Summit Trail Advisors
New York
– – -11,270 Closed
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4
5