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MMU

Western Asset Managed Municipals Fund

67 hedge funds and large institutions have $73.1M invested in Western Asset Managed Municipals Fund in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

2% more funds holding

Funds holding: 6667 (+1)

0.47% less ownership

Funds ownership: 12.54%12.07% (-0.47%)

3% less capital invested

Capital invested by funds: $75.6M → $73.1M (-$2.5M)

Holders
67
Holders Change
+1
Holders Change %
+1.52%
% of All Funds
1.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$34.3M -$1.36M -96,182 -4%
Wells Fargo
2
Wells Fargo
California
$5.05M +$400K +28,280 +9%
Bank of America
3
Bank of America
North Carolina
$4.21M +$106K +7,480 +3%
UBS Group
4
UBS Group
Switzerland
$3.75M -$555K -39,173 -13%
HighTower Advisors
5
HighTower Advisors
Illinois
$2.62M +$36.1K +2,550 +1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$2.16M +$113K +7,996 +5%
AF
7
Affiance Financial
Minnesota
$2.08M +$182K +12,888 +10%
N
8
Nuveen
North Carolina
$1.83M
Ameriprise
9
Ameriprise
Minnesota
$1.43M -$149K -10,494 -9%
SWP
10
Stratos Wealth Partners
Ohio
$1.42M +$374K +26,419 +36%
RJA
11
Raymond James & Associates
Florida
$1.16M +$1.18K +83 +0.1%
VanEck Associates
12
VanEck Associates
New York
$1.11M -$111K -7,855 -9%
CIA
13
Capital Investment Advisors
Georgia
$1.04M -$16.2K -1,145 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$928K +$265K +18,692 +40%
SMC
15
Smith, Moore & Co
Missouri
$816K -$9.19K -649 -1%
MFW
16
Mosaic Family Wealth
Missouri
$734K -$8.68K -613 -1%
WIA
17
Westbourne Investment Advisors
Maryland
$697K +$90.6K +6,400 +15%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$696K -$53.8K -3,799 -7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$571K +$39.5K +2,792 +7%
HCM
20
Hollencrest Capital Management
California
$539K
WKWM
21
Walter & Keenan Wealth Management
Indiana
$498K
Chevy Chase Trust
22
Chevy Chase Trust
Maryland
$408K
CCG
23
Ceeto Capital Group
Florida
$387K
IFAM
24
Institutional & Family Asset Management
Colorado
$311K +$11.7K +823 +4%
FHA
25
Flagship Harbor Advisors
Massachusetts
$258K -$9.69K -684 -4%

MMU Hedge Fund Activity: Q4 2017 in Review

67 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q4 2017, worth a combined $73.1M — down 3.3% from $75.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MMU positions and 8 closed out — a net gain of 2 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Wells Fargo, adding an estimated $400K. The largest seller was Morgan Stanley, cutting an estimated $1.36M.

  • 67 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q4 2017, up from 66 in Q3 2017.
  • Funds reported $73.1M of Western Asset Managed Municipals Fund stock for Q4 2017, down 3.3% quarter-over-quarter.
  • 10 funds opened new Western Asset Managed Municipals Fund positions in Q4 2017 and 8 closed out, a net change of +2 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q4 2017 was Wells Fargo, an estimated $400K added.
  • The largest Western Asset Managed Municipals Fund seller in Q4 2017 was Morgan Stanley, an estimated $1.36M sold.

Based on aggregated 13F filings for Q4 2017.