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MMU

Western Asset Managed Municipals Fund

83 hedge funds and large institutions have $70.6M invested in Western Asset Managed Municipals Fund in 2018 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

14% more funds holding

Funds holding: 7383 (+10)

0.03% less ownership

Funds ownership: 12.63%12.61% (-0.03%)

1% less capital invested

Capital invested by funds: $71.2M → $70.6M (-$596K)

Holders
83
Holders Change
+10
Holders Change %
+13.7%
% of All Funds
1.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
17
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.4M -$1.71M -133,778 -5%
Bank of America
2
Bank of America
North Carolina
$4.58M +$998K +78,149 +28%
Wells Fargo
3
Wells Fargo
California
$2.71M -$1.19M -93,190 -30%
UBS Group
4
UBS Group
Switzerland
$2.36M -$721K -56,476 -23%
CWM
5
Cornerstone Wealth Management
Missouri
$2.35M +$383K +29,963 New
HighTower Advisors
6
HighTower Advisors
Illinois
$2.3M -$71.9K -5,629 -3%
RCM
7
Robinson Capital Management
Michigan
$2.12M +$1.58M +123,633 +282%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.06M +$171K +13,379 +9%
AF
9
Affiance Financial
Minnesota
$1.89M +$249K +19,535 +15%
N
10
Nuveen
North Carolina
$1.65M
VanEck Associates
11
VanEck Associates
New York
$1.35M +$342K +26,764 +33%
SWP
12
Stratos Wealth Partners
Ohio
$1.35M +$9.12K +714 +0.7%
RJA
13
Raymond James & Associates
Florida
$1.25M +$118K +9,269 +10%
CRC
14
Curi RMB Capital
Illinois
$1.02M +$1.03M +80,337 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1M
CIA
16
Capital Investment Advisors
Georgia
$938K +$10.2K +800 +1%
SMC
17
Smith, Moore & Co
Missouri
$803K +$6.78K +531 +0.8%
Ameriprise
18
Ameriprise
Minnesota
$685K -$421K -32,964 -38%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$657K +$25.1K +1,969 +4%
WIA
20
Westbourne Investment Advisors
Maryland
$554K -$74K -5,800 -12%
MFW
21
Mosaic Family Wealth
Missouri
$549K -$114K -8,911 -17%
SG Americas Securities
22
SG Americas Securities
New York
$532K +$109K +8,538 +26%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$526K -$3.13K -245 -0.6%
HCM
24
Hollencrest Capital Management
California
$486K
NMC
25
Nine Masts Capital
Hong Kong
$349K +$299K +23,400 +571%

MMU Hedge Fund Activity: Q2 2018 in Review

83 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q2 2018, worth a combined $70.6M — down 0.84% from $71.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MMU positions and 7 closed out — a net gain of 11 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $1.58M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $2.71M sold.

  • 83 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q2 2018, up from 73 in Q1 2018.
  • Funds reported $70.6M of Western Asset Managed Municipals Fund stock for Q2 2018, down 0.84% quarter-over-quarter.
  • 18 funds opened new Western Asset Managed Municipals Fund positions in Q2 2018 and 7 closed out, a net change of +11 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q2 2018 was Robinson Capital Management, an estimated $1.58M added.
  • The largest Western Asset Managed Municipals Fund seller in Q2 2018 was Laurion Capital Management, an estimated $2.71M sold.

Based on aggregated 13F filings for Q2 2018.