MMU

Western Asset Managed Municipals Fund
MMU

Overview Fund Activity

121 hedge funds and large institutions have $273M invested in Western Asset Managed Municipals Fund in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
121
Holders Change
+34
Holders Change %
+39.08%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
45
Increased
47
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.6M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$19.2M
3
RCM
3
Rivernorth Capital Management
Florida
$54.7M
4
SCM
4
Saba Capital Management
New York
$21.4M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$6.16M

Top Sellers

1
VCM
1
Vivaldi Capital Management
Illinois
$1.42M
2
KIM
2
Karpus Investment Management
New York
$9.76M
3
MC
3
Moors & Cabot
Massachusetts
$533K
4
ASN
4
Advisory Services Network
Georgia
$196K
5
AFS
5
Access Financial Services
Minnesota
$354K
Name Market Value Shares Shares
Change 		Shares
Change %
WKWM
101
Walter & Keenan Wealth Management
Indiana
$109K 10,700 – –
WAM
102
Weiss Asset Management
Massachusetts
$104K 10,266 +10,266 New
HCM
103
Hollencrest Capital Management
California
$94.3K 9,270 – –
IFAM
104
Institutional & Family Asset Management
Colorado
$42.6K 4,187 +1,167 +39%
HNB
105
Huntington National Bank
Ohio
– – – –
IBOK
106
Independence Bank of Kentucky
Kentucky
$30.5K 3,000 – –
UB
107
UMB Bank
Missouri
$27.4K 2,697 +2,697 New
FCA
108
FinTrust Capital Advisors
South Carolina
$23.8K 2,345 +2,345 New
EC
109
Elequin Capital
New York
$19.2K 1,887 +1,887 New
BCWM
110
Bartlett & Co Wealth Management
Ohio
$13.2K 1,313 +1,313 New
GRP
111
Global Retirement Partners
California
$13.1K 1,306 +15 +1%
BC
112
Bartlett & Co
Ohio
$13K 1,313 +1,313 New
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$12.9K 1,270 +941 +286%
PS
114
Principal Securities
Iowa
$12.7K 1,247 +1,247 New
WAM
115
Wolverine Asset Management
Illinois
$10.2K 1,000 -9,286 -90%
Bessemer Group
116
Bessemer Group
New Jersey
$10K 976 +356 +57%
NA
117
NewEdge Advisors
Louisiana
$8.44K 830 +830 New
GWM
118
Guardian Wealth Management
Illinois
$6.79K 668 +668 New
TIM
119
Tortoise Investment Management
New York
$4.65K 457 +457 New
SWA
120
SOA Wealth Advisors
New York
$3.06K 301 – –
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$3K 297 +297 New
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
$2.52K 248 +242 +4,033%
CFB
123
Cullen/Frost Bankers
Texas
– – -17,500 Closed
VFA
124
Valeo Financial Advisors
Indiana
– – -13,735 Closed
SWM
125
Silverlake Wealth Management
Vermont
– – -12,259 Closed
2 3 4
5
6