We are live on ! Find out more
MMU

Western Asset Managed Municipals Fund

115 hedge funds and large institutions have $236M invested in Western Asset Managed Municipals Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

28% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 32

0% more funds holding

Funds holding: 115115 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.19% less ownership

Funds ownership: 42.55%42.36% (-0.19%)

6% less capital invested

Capital invested by funds: $251M → $236M (-$14.9M)

Holders
115
Holders Change
Holders Change %
0%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
41
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Stratos Wealth Advisors
Ohio
$183K -$264K -25,079 -58%
First Trust Advisors
77
First Trust Advisors
Illinois
$179K -$21.2K -2,019 -10%
CSP
78
Cary Street Partners
Virginia
$170K +$175K +16,621 New
AA
79
AQR Arbitrage
Connecticut
$169K -$1.71M -162,708 -91%
Comerica Bank
80
Comerica Bank
Texas
$165K +$74 +7 +0%
CCG
81
Catalina Capital Group
California
$161K +$9.73K +926 +6%
Nomura Holdings
82
Nomura Holdings
Japan
$159K +$44.6K +4,246 +38%
LSC
83
Logan Stone Capital
Illinois
$159K -$1.05M -99,837 -87%
HI
84
Harbour Investments
Wisconsin
$153K
OC
85
Oppenheimer & Co
New York
$147K -$115K -10,949 -43%
Truist Financial
86
Truist Financial
North Carolina
$141K -$170K -16,173 -54%
MC
87
Moors & Cabot
Massachusetts
$140K +$6.28K +598 +5%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$122K -$3.88K -369 -3%
SWM
89
Silverlake Wealth Management
Vermont
$121K
AWG
90
Altus Wealth Group
Colorado
$116K
MOS
91
MGO One Seven
Ohio
$114K +$118K +11,202 New
SQA
92
Simon Quick Advisors
New Jersey
$112K +$6.49K +618 +6%
OAM
93
Occidental Asset Management
California
$105K +$108K +10,316 New
CSA
94
Cottage Street Advisors
Massachusetts
$102K +$105K +10,000 New
BBPWM
95
Blue Bell Private Wealth Management
Pennsylvania
$82.1K -$90.5K -8,611 -52%
HCM
96
Hollencrest Capital Management
California
$68.2K -$27.1K -2,580 -28%
MFC
97
Mechanics Financial Corp
Ohio
$67.8K +$69.9K +6,650 New
US Bancorp
98
US Bancorp
Minnesota
$61.2K -$15.3K -1,455 -20%
M
99
MOTCO
Texas
$55.2K
WA
100
WPG Advisers
Maryland
$41.8K +$43.1K +4,098 New

MMU Hedge Fund Activity: Q4 2024 in Review

115 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q4 2024, worth a combined $236M — down 5.9% from $251M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MMU positions and 12 closed out — a net gain of 4 holders — while 41 added to existing stakes and 32 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $7.66M. The largest seller was Saba Capital Management, cutting an estimated $11.8M.

  • 115 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $236M of Western Asset Managed Municipals Fund stock for Q4 2024, down 5.9% quarter-over-quarter.
  • 16 funds opened new Western Asset Managed Municipals Fund positions in Q4 2024 and 12 closed out, a net change of +4 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q4 2024 was 1607 Capital Partners, an estimated $7.66M added.
  • The largest Western Asset Managed Municipals Fund seller in Q4 2024 was Saba Capital Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2024.