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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
GWM
101
Geneos Wealth Management
Colorado
$40.6K +$2.96K +282 +8%
IBOK
102
Independence Bank of Kentucky
Kentucky
$30.6K
Bessemer Group
103
Bessemer Group
New Jersey
$17K -$440K -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 +$7.25K +690 New
GWMI
110
Guardian Wealth Management (Illinois)
Illinois
$6.81K
PSFG
111
Park Square Financial Group
Georgia
$6.68K +$6.88K +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 -$10.8K -1,023 -100%
HNB
116
Huntington National Bank
Ohio
$16
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

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.