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MMU

Western Asset Managed Municipals Fund

68 hedge funds and large institutions have $70.8M invested in Western Asset Managed Municipals Fund in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

0% more capital invested

Capital invested by funds: $70.6M → $70.8M (+$162K)

0% more funds holding

Funds holding: 6868 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.48% less ownership

Funds ownership: 12.41%11.93% (-0.48%)

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.8M -$146K -10,768 -0.5%
Bank of America
2
Bank of America
North Carolina
$5.63M +$694K +51,333 +14%
HighTower Advisors
3
HighTower Advisors
Illinois
$3.62M +$318K +23,500 +10%
WWM
4
Western Wealth Management
Colorado
$2.8M +$2.84M +210,180 New
Wells Fargo
5
Wells Fargo
California
$2.53M -$380K -28,117 -13%
UBS Group
6
UBS Group
Switzerland
$2.29M -$191K -14,110 -8%
N
7
Nuveen
North Carolina
$1.78M
AF
8
Affiance Financial
Minnesota
$1.7M -$90.5K -6,690 -5%
VanEck Associates
9
VanEck Associates
New York
$1.7M +$264K +19,479 +19%
KMWM
10
Keudell/Morrison Wealth Management
Oregon
$1.44M -$32.5K -2,400 -2%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.28M +$160K +11,803 +14%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.17M +$2.21K +163 +0.2%
RJA
13
Raymond James & Associates
Florida
$1.14M +$52.6K +3,891 +5%
SWP
14
Stratos Wealth Partners
Ohio
$1.13M +$16.3K +1,207 +1%
MFW
15
Mosaic Family Wealth
Missouri
$980K +$150K +11,081 +18%
Ameriprise
16
Ameriprise
Minnesota
$914K +$148K +10,930 +20%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$801K -$32.2K -2,379 -4%
GC
18
Guggenheim Capital
Illinois
$794K +$285K +21,077 +57%
Invesco
19
Invesco
Georgia
$743K +$733K +54,217 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$543K +$758 +56 +0.1%
HCM
21
Hollencrest Capital Management
California
$520K
PAG
22
Private Advisor Group
New Jersey
$515K +$143K +10,573 +39%
WIA
23
Westbourne Investment Advisors
Maryland
$481K +$27.1K +2,000 +6%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$408K -$6.63M -489,774 -94%
SI
25
Stephens Inc
Arkansas
$404K +$108K +8,014 +37%

MMU Hedge Fund Activity: Q2 2019 in Review

68 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q2 2019, worth a combined $70.8M — up 0.23% from $70.6M a quarter earlier.

Fund positioning in MMU was balanced in Q2 2019: 9 funds opened new positions, 9 closed out, 23 added to existing stakes and 13 trimmed.

The largest buyer was Western Wealth Management, opening a new position worth an estimated $2.84M. The largest seller was Fiera Capital (Canada), cutting an estimated $6.63M.

  • 68 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $70.8M of Western Asset Managed Municipals Fund stock for Q2 2019, up 0.23% quarter-over-quarter.
  • 9 funds opened new Western Asset Managed Municipals Fund positions in Q2 2019 and 9 closed out, a net change of 0 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q2 2019 was Western Wealth Management, an estimated $2.84M added.
  • The largest Western Asset Managed Municipals Fund seller in Q2 2019 was Fiera Capital (Canada), an estimated $6.63M sold.

Based on aggregated 13F filings for Q2 2019.