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MMU

Western Asset Managed Municipals Fund

67 hedge funds and large institutions have $76.1M invested in Western Asset Managed Municipals Fund in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

10% more funds holding

Funds holding: 6167 (+6)

4% more capital invested

Capital invested by funds: $73.3M → $76.1M (+$2.79M)

0.46% more ownership

Funds ownership: 12.43%12.89% (+0.46%)

Holders
67
Holders Change
+6
Holders Change %
+9.84%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.2M +$993K +71,692 +3%
Wells Fargo
2
Wells Fargo
California
$4.48M -$311K -22,481 -6%
Bank of America
3
Bank of America
North Carolina
$3.77M +$223K +16,077 +6%
UBS Group
4
UBS Group
Switzerland
$3.38M -$85.5K -6,174 -2%
RCM
5
Robinson Capital Management
Michigan
$2.98M +$3M +216,353 New
HighTower Advisors
6
HighTower Advisors
Illinois
$2.54M +$79.1K +5,710 +3%
Invesco
7
Invesco
Georgia
$2.04M -$1.8M -130,313 -47%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.97M +$12K +863 +0.6%
N
9
Nuveen
North Carolina
$1.79M +$6.96K +503 +0.4%
AF
10
Affiance Financial
Minnesota
$1.63M -$160K -11,565 -9%
Ameriprise
11
Ameriprise
Minnesota
$1.58M +$178K +12,866 +13%
RJA
12
Raymond James & Associates
Florida
$1.16M +$99.7K +7,201 +9%
VanEck Associates
13
VanEck Associates
New York
$1.15M +$289K +20,860 +33%
CIA
14
Capital Investment Advisors
Georgia
$1.05M -$23K -1,660 -2%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.04M +$246K +17,737 +31%
SWP
16
Stratos Wealth Partners
Ohio
$1.04M +$50.5K +3,645 +5%
SMC
17
Smith, Moore & Co
Missouri
$759K +$16.6K +1,198 +2%
MFW
18
Mosaic Family Wealth
Missouri
$727K +$1.09K +79 +0.2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$675K -$73.6K -5,318 -10%
CRC
20
Curi RMB Capital
Illinois
$665K +$395K +28,497 +144%
WIA
21
Westbourne Investment Advisors
Maryland
$546K +$24.9K +1,800 +5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$528K -$15.4K -1,109 -3%
HCM
23
Hollencrest Capital Management
California
$528K
WKWM
24
Walter & Keenan Wealth Management
Indiana
$488K
Chevy Chase Trust
25
Chevy Chase Trust
Maryland
$414K

MMU Hedge Fund Activity: Q2 2017 in Review

67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q2 2017, worth a combined $76.1M — up 3.8% from $73.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MMU positions and 4 closed out — a net gain of 7 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $3M. The largest seller was Invesco, cutting an estimated $1.8M.

  • 67 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q2 2017, up from 61 in Q1 2017.
  • Funds reported $76.1M of Western Asset Managed Municipals Fund stock for Q2 2017, up 3.8% quarter-over-quarter.
  • 11 funds opened new Western Asset Managed Municipals Fund positions in Q2 2017 and 4 closed out, a net change of +7 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q2 2017 was Robinson Capital Management, an estimated $3M added.
  • The largest Western Asset Managed Municipals Fund seller in Q2 2017 was Invesco, an estimated $1.8M sold.

Based on aggregated 13F filings for Q2 2017.