We are live on ! Find out more
MMU

Western Asset Managed Municipals Fund

89 hedge funds and large institutions have $150M invested in Western Asset Managed Municipals Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

4% more capital invested

Capital invested by funds: $144M → $150M (+$5.81M)

0.77% more ownership

Funds ownership: 32.96%33.73% (+0.77%)

4% less funds holding

Funds holding: 9389 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
89
Holders Change
-4
Holders Change %
-4.3%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
30
Reduced
24
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.8M +$884K +85,902 +3%
RCM
2
Rivernorth Capital Management
Florida
$28.7M +$4.06M +394,581 +16%
KIM
3
Karpus Investment Management
New York
$17.7M +$235K +22,786 +1%
1CP
4
1607 Capital Partners
Virginia
$12.3M -$707K -68,707 -5%
GC
5
Guggenheim Capital
Illinois
$8.01M +$249K +24,143 +3%
RCM
6
Robinson Capital Management
Michigan
$7.07M -$492K -47,777 -6%
VCM
7
Vivaldi Capital Management
Illinois
$3.46M +$72.5K +7,041 +2%
VanEck Associates
8
VanEck Associates
New York
$3.23M +$527K +51,208 +19%
UBS Group
9
UBS Group
Switzerland
$2.26M +$47.3K +4,594 +2%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.74M -$634K -61,598 -27%
MPW
11
Melone Private Wealth
Michigan
$1.71M +$20.2K +1,962 +1%
LSC
12
Logan Stone Capital
Illinois
$1.46M -$72.9K -7,077 -5%
AA
13
AQR Arbitrage
Connecticut
$1.39M +$260K +25,282 +23%
LB
14
Leo Brokerage
Texas
$1.36M +$1.37M +132,689 New
PFS
15
Prospera Financial Services
Texas
$1.23M +$41.2K +3,997 +3%
Invesco
16
Invesco
Georgia
$1.09M +$283K +27,466 +35%
Bank of America
17
Bank of America
North Carolina
$1.08M -$45K -4,367 -4%
PAS
18
Park Avenue Securities
New York
$1.01M -$61.3K -5,954 -6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.01M -$38.2K -3,711 -4%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.01M -$94K -9,125 -9%
Ameriprise
21
Ameriprise
Minnesota
$995K -$22.6K -2,195 -2%
Wells Fargo
22
Wells Fargo
California
$971K +$126K +12,264 +15%
LPL Financial
23
LPL Financial
California
$914K +$2.76K +268 +0.3%
RJA
24
Raymond James & Associates
Florida
$786K -$13.9K -1,349 -2%
CPIG
25
Chicago Partners Investment Group
Illinois
$722K +$91.9K +8,929 +14%

MMU Hedge Fund Activity: Q1 2023 in Review

89 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q1 2023, worth a combined $150M — up 4% from $144M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of MMU and 7 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 30 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.06M. The largest seller was Mariner Investment Group, exiting entirely with an estimated $1.18M sold.

  • 89 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q1 2023, down from 93 in Q4 2022.
  • Funds reported $150M of Western Asset Managed Municipals Fund stock for Q1 2023, up 4% quarter-over-quarter.
  • 7 funds opened new Western Asset Managed Municipals Fund positions in Q1 2023 and 11 closed out, a net change of -4 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q1 2023 was Rivernorth Capital Management, an estimated $4.06M added.
  • The largest Western Asset Managed Municipals Fund seller in Q1 2023 was Mariner Investment Group, an estimated $1.18M sold.

Based on aggregated 13F filings for Q1 2023.