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MMU

Western Asset Managed Municipals Fund

93 hedge funds and large institutions have $144M invested in Western Asset Managed Municipals Fund in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

19% more capital invested

Capital invested by funds: $121M → $144M (+$23M)

4% more funds holding

Funds holding: 8993 (+4)

4.13% more ownership

Funds ownership: 28.83%32.96% (+4.1%)

Holders
93
Holders Change
+4
Holders Change %
+4.49%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
33
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
76
Hollencrest Capital Management
California
$93.3K -$43.6K -4,400 -32%
BBHC
77
Brown Brothers Harriman & Co
New York
$80.6K
IFAM
78
Institutional & Family Asset Management
Colorado
$73.1K -$97.4K -9,830 -58%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$54K +$3.32K +335 +7%
JFGIW
80
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.3K -$14.9K -1,500 -26%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$35.6K +$23.8K +2,400 +212%
RBC
82
Roble Belko & Company
Pennsylvania
$35K
GRP
83
Global Retirement Partners
California
$32.1K +$31.6K +3,186 New
IBOK
84
Independence Bank of Kentucky
Kentucky
$30K
AF
85
Allworth Financial
California
$25.7K +$386 +39 +2%
JIR
86
James Investment Research
Ohio
$16K +$16.1K +1,620 New
IA
87
IFP Advisors
Florida
$15K +$3.29K +332 +41%
Bessemer Group
88
Bessemer Group
New Jersey
$11K +$931 +94 +10%
HDIM
89
Hanson & Doremus Investment Management
Vermont
$9K +$8.48K +856 New
AF
90
Affiance Financial
Minnesota
$8.86K +$8.72K +880 New
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$7.72K
SWA
92
SOA Wealth Advisors
New York
$3.03K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$1K
Fiera Capital (Canada)
94
Fiera Capital (Canada)
Quebec, Canada
-$3.28M -340,251 Closed
BCM
95
Brookstone Capital Management
Illinois
-$903K -91,306 Closed
ACA
96
Ackerman Capital Advisors
Texas
-$495K -51,055 Closed
WAM
97
Wolverine Asset Management
Illinois
-$349K -35,980 Closed
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
-$152K -15,649 Closed
CAN
99
Cetera Advisor Networks
California
-$136K -14,042 Closed
CWM
100
CCG Wealth Management
California
-$115K -11,825 Closed

MMU Hedge Fund Activity: Q4 2022 in Review

93 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q4 2022, worth a combined $144M — up 19% from $121M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MMU positions and 14 closed out — a net gain of 6 holders — while 33 added to existing stakes and 25 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $13.8M. The largest seller was Fiera Capital (Canada), exiting entirely with an estimated $3.28M sold.

  • 93 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q4 2022, up from 89 in Q3 2022.
  • Funds reported $144M of Western Asset Managed Municipals Fund stock for Q4 2022, up 19% quarter-over-quarter.
  • 20 funds opened new Western Asset Managed Municipals Fund positions in Q4 2022 and 14 closed out, a net change of +6 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $13.8M added.
  • The largest Western Asset Managed Municipals Fund seller in Q4 2022 was Fiera Capital (Canada), an estimated $3.28M sold.

Based on aggregated 13F filings for Q4 2022.