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MMU

Western Asset Managed Municipals Fund

73 hedge funds and large institutions have $71.2M invested in Western Asset Managed Municipals Fund in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

9% more funds holding

Funds holding: 6773 (+6)

0.57% more ownership

Funds ownership: 12.07%12.63% (+0.57%)

3% less capital invested

Capital invested by funds: $73.1M → $71.2M (-$1.92M)

24% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 17

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
13
Reduced
17
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
$33M +$1.33M +99,126 +4%
Wells Fargo
2
Wells Fargo
California
$4M -$699K -52,159 -15%
Bank of America
3
Bank of America
North Carolina
$3.69M -$214K -15,952 -5%
UBS Group
4
UBS Group
Switzerland
$3.17M -$319K -23,805 -9%
LCM
5
Laurion Capital Management
New York
$2.71M +$2.78M +207,783 New
HighTower Advisors
6
HighTower Advisors
Illinois
$2.44M +$13.1K +978 +0.5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.95M -$58K -4,329 -3%
N
8
Nuveen
North Carolina
$1.69M
AF
9
Affiance Financial
Minnesota
$1.69M -$245K -18,298 -12%
SWP
10
Stratos Wealth Partners
Ohio
$1.38M +$68.8K +5,134 +5%
RJA
11
Raymond James & Associates
Florida
$1.17M +$101K +7,505 +9%
Ameriprise
12
Ameriprise
Minnesota
$1.13M -$183K -13,665 -14%
VanEck Associates
13
VanEck Associates
New York
$1.04M +$12.6K +939 +1%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1M +$366K +27,300 +55%
CIA
15
Capital Investment Advisors
Georgia
$954K -$12.7K -950 -1%
SMC
16
Smith, Moore & Co
Missouri
$818K +$64.8K +4,832 +8%
MFW
17
Mosaic Family Wealth
Missouri
$681K +$764 +57 +0.1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$650K -$215K -16,036 -24%
WIA
19
Westbourne Investment Advisors
Maryland
$645K
RCM
20
Robinson Capital Management
Michigan
$566K +$587K +43,825 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$544K +$16.4K +1,221 +3%
HCM
22
Hollencrest Capital Management
California
$499K
SG Americas Securities
23
SG Americas Securities
New York
$435K +$448K +33,397 New
CCG
24
Ceeto Capital Group
Florida
$412K +$53.6K +4,000 +15%
WKWM
25
Walter & Keenan Wealth Management
Indiana
$357K -$107K -8,000 -23%

MMU Hedge Fund Activity: Q1 2018 in Review

73 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q1 2018, worth a combined $71.2M — down 2.6% from $73.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MMU positions and 8 closed out — a net gain of 7 holders — while 13 added to existing stakes and 17 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $2.78M. The largest seller was Wells Fargo, cutting an estimated $699K.

  • 73 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q1 2018, up from 67 in Q4 2017.
  • Funds reported $71.2M of Western Asset Managed Municipals Fund stock for Q1 2018, down 2.6% quarter-over-quarter.
  • 15 funds opened new Western Asset Managed Municipals Fund positions in Q1 2018 and 8 closed out, a net change of +7 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q1 2018 was Laurion Capital Management, an estimated $2.78M added.
  • The largest Western Asset Managed Municipals Fund seller in Q1 2018 was Wells Fargo, an estimated $699K sold.

Based on aggregated 13F filings for Q1 2018.