We are live on ! Find out more
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
JWCA
76
J.W. Cole Advisors
Florida
$181K +$182K +17,590 New
FA
77
Fiduciary Alliance
South Carolina
$176K -$13.9K -1,341 -7%
First Trust Advisors
78
First Trust Advisors
Illinois
$175K -$4.8K -464 -3%
KMWM
79
Keudell/Morrison Wealth Management
Oregon
$158K -$51.7K -5,000 -25%
HI
80
Harbour Investments
Wisconsin
$155K
RA
81
RFG Advisory
Alabama
$154K +$155K +14,945 New
Comerica Bank
82
Comerica Bank
Texas
$144K -$22.3K -2,157 -13%
Truist Financial
83
Truist Financial
North Carolina
$143K
MC
84
Moors & Cabot
Massachusetts
$142K +$527 +51 +0.4%
OC
85
Oppenheimer & Co
New York
$131K -$17.4K -1,681 -12%
EH
86
Equitable Holdings
New York
$126K +$126K +12,200 New
SWM
87
Silverlake Wealth Management
Vermont
$122K
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$117K -$5.44K -526 -4%
AWG
89
Altus Wealth Group
Colorado
$117K
AC
90
AlphaCore Capital
California
$117K +$118K +11,365 New
SQA
91
Simon Quick Advisors
New Jersey
$115K +$2.6K +251 +2%
OAM
92
Occidental Asset Management
California
$114K +$8.14K +787 +8%
CSA
93
Cottage Street Advisors
Massachusetts
$103K
FFA
94
Farther Finance Advisors
California
$94K +$93.9K +9,079 New
BBPWM
95
Blue Bell Private Wealth Management
Pennsylvania
$82.8K
HCM
96
Hollencrest Capital Management
California
$68.8K
MFC
97
Mechanics Financial Corp
Ohio
$68.4K
US Bancorp
98
US Bancorp
Minnesota
$61.7K
M
99
MOTCO
Texas
$55.7K
IBOK
100
Independence Bank of Kentucky
Kentucky
$30.9K

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.