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MMU

Western Asset Managed Municipals Fund

77 hedge funds and large institutions have $84M invested in Western Asset Managed Municipals Fund in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

12% more capital invested

Capital invested by funds: $75.1M → $84M (+$8.95M)

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

1% more funds holding

Funds holding: 7677 (+1)

1.3% more ownership

Funds ownership: 14.82%16.13% (+1.3%)

Holders
77
Holders Change
+1
Holders Change %
+1.32%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
27
Reduced
19
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
$25.7M -$1.6M -136,439 -6%
RCM
2
Robinson Capital Management
Michigan
$11.8M +$5.87M +499,289 +104%
Bank of America
3
Bank of America
North Carolina
$4.05M -$577K -49,128 -13%
HighTower Advisors
4
HighTower Advisors
Illinois
$3.34M +$226K +19,193 +7%
UBS Group
5
UBS Group
Switzerland
$2.78M +$403K +34,319 +17%
VanEck Associates
6
VanEck Associates
New York
$2.33M +$581K +49,437 +34%
RCM
7
Rivernorth Capital Management
Florida
$1.98M +$591K +50,282 +44%
Fiera Capital (Canada)
8
Fiera Capital (Canada)
Quebec, Canada
$1.95M +$1.91M +162,588 New
MIG
9
Mariner Investment Group
New York
$1.72M +$927K +78,907 +123%
Wells Fargo
10
Wells Fargo
California
$1.71M -$153K -13,008 -8%
PPA
11
Parametric Portfolio Associates
Washington
$1.57M +$1.54M +130,764 New
N
12
Nuveen
North Carolina
$1.56M
Osaic Holdings
13
Osaic Holdings
Arizona
$1.26M -$1.56M -133,128 -56%
Invesco
14
Invesco
Georgia
$1.24M -$101K -8,602 -8%
KMWM
15
Keudell/Morrison Wealth Management
Oregon
$1.2M +$1.21K +103 +0.1%
GC
16
Guggenheim Capital
Illinois
$1.2M +$165K +14,064 +16%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.18M +$53.7K +4,570 +5%
AF
18
Affiance Financial
Minnesota
$1.17M -$141K -12,027 -11%
WAM
19
Wolverine Asset Management
Illinois
$1.05M -$371K -31,552 -27%
Ameriprise
20
Ameriprise
Minnesota
$959K -$206K -17,539 -18%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$927K +$3.16K +269 +0.3%
MFW
22
Mosaic Family Wealth
Missouri
$865K +$63.7K +5,423 +8%
RJA
23
Raymond James & Associates
Florida
$845K -$160K -13,612 -16%
SIA
24
Sit Investment Associates
Minnesota
$830K +$93.9K +7,991 +13%
AA
25
AQR Arbitrage
Connecticut
$802K +$409K +34,828 +109%

MMU Hedge Fund Activity: Q2 2020 in Review

77 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q2 2020, worth a combined $84M — up 12% from $75.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MMU positions and 9 closed out — a net gain of 1 holder — while 27 added to existing stakes and 19 trimmed.

The largest buyer was Robinson Capital Management, adding an estimated $5.87M. The largest seller was Morgan Stanley, cutting an estimated $1.6M.

  • 77 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q2 2020, up from 76 in Q1 2020.
  • Funds reported $84M of Western Asset Managed Municipals Fund stock for Q2 2020, up 12% quarter-over-quarter.
  • 10 funds opened new Western Asset Managed Municipals Fund positions in Q2 2020 and 9 closed out, a net change of +1 holder.
  • The largest Western Asset Managed Municipals Fund buyer in Q2 2020 was Robinson Capital Management, an estimated $5.87M added.
  • The largest Western Asset Managed Municipals Fund seller in Q2 2020 was Morgan Stanley, an estimated $1.6M sold.

Based on aggregated 13F filings for Q2 2020.