MMU

Western Asset Managed Municipals Fund
MMU

Overview Fund Activity

115 hedge funds and large institutions have $237M 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.

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
1.53%
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
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$17.3M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$23.8M
3
Bank of America
3
Bank of America
North Carolina
$3.56M
4
AAM
4
Advisors Asset Management
Colorado
$1.46M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$995K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$2.66M
2
AA
2
AQR Arbitrage
Connecticut
$169K
3
RCM
3
Rivernorth Capital Management
Florida
$56.3M
4
GC
4
Guggenheim Capital
Illinois
$1.46M
5
KIM
5
Karpus Investment Management
New York
$7.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$40.6K +$2.88K +282 +8%
IBOK
102
Independence Bank of Kentucky
Kentucky
$30.6K – – –
Bessemer Group
103
Bessemer Group
New Jersey
$17K -$425K -41,912 -96%
OWP
104
ORG Wealth Partners
Texas
$16.6K – – –
BCWM
105
Bartlett & Co Wealth Management
Ohio
$13.4K – – –
PWA
106
Provenance Wealth Advisors
Florida
$11.5K – – –
OLVIG
107
Oliver Lagore Vanvalin Investment Group
Michigan
$10.2K – – –
NA
108
NewEdge Advisors
Louisiana
$8.47K – – –
MCM
109
MAI Capital Management
Ohio
$7.04K +$7.04K +690 New
GWM
110
Guardian Wealth Management
Illinois
$6.81K – – –
PSFG
111
Park Square Financial Group
Georgia
$6.68K +$6.68K +655 New
TIM
112
Tortoise Investment Management
New York
$4.66K – – –
SWA
113
SOA Wealth Advisors
New York
$3.07K – – –
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$2.04K – – –
GRP
115
Global Retirement Partners
California
$24 -$12.3K -1,023 -100%
HNB
116
Huntington National Bank
Ohio
$16 -$35.2K – –
SIA
117
Sit Investment Associates
Minnesota
– -$1.1M -101,729 Closed
IAIM
118
International Assets Investment Management
Florida
– -$5.71K -61,886 Closed
SA
119
Sanctuary Advisors
Indiana
– -$295K -28,240 Closed
BW
120
Bison Wealth
Georgia
– -$265K -24,401 Closed
NMC
121
Nine Masts Capital
Hong Kong
– -$236K -21,753 Closed
CSPIA
122
Cary Street Partners Investment Advisory
Virginia
– -$189K -17,442 Closed
KAS
123
Kestra Advisory Services
Texas
– -$153K -14,131 Closed
HWMO
124
Heritage Wealth Management (Ohio)
Ohio
– -$118K -10,880 Closed
JFGIW
125
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$46.8K -4,300 Closed
2 3 4
5
6