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MMU

Western Asset Managed Municipals Fund

91 hedge funds and large institutions have $154M invested in Western Asset Managed Municipals Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

2% more funds holding

Funds holding: 8991 (+2)

1.94% more ownership

Funds ownership: 33.73%35.67% (+1.9%)

2% more capital invested

Capital invested by funds: $150M → $154M (+$3.62M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
31
Reduced
28
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$34.3M +$6.56M +654,540 +23%
Morgan Stanley
2
Morgan Stanley
New York
$34.1M -$531K -52,978 -2%
KIM
3
Karpus Investment Management
New York
$16.8M -$249K -24,861 -1%
1CP
4
1607 Capital Partners
Virginia
$11.8M -$26K -2,600 -0.2%
RCM
5
Robinson Capital Management
Michigan
$7.34M +$403K +40,251 +6%
GC
6
Guggenheim Capital
Illinois
$7.19M -$553K -55,224 -7%
VCM
7
Vivaldi Capital Management
Illinois
$3.3M -$35.6K -3,556 -1%
VanEck Associates
8
VanEck Associates
New York
$3.22M +$97.2K +9,698 +3%
LSC
9
Logan Stone Capital
Illinois
$2.74M +$1.34M +133,982 +95%
HighTower Advisors
10
HighTower Advisors
Illinois
$1.92M +$253K +25,238 +15%
UBS Group
11
UBS Group
Switzerland
$1.85M -$336K -33,527 -15%
AA
12
AQR Arbitrage
Connecticut
$1.73M +$388K +38,680 +29%
MPW
13
Melone Private Wealth
Michigan
$1.65M +$11.4K +1,133 +0.7%
Wells Fargo
14
Wells Fargo
California
$1.39M +$454K +45,296 +48%
LB
15
Leo Brokerage
Texas
$1.38M +$59.4K +5,925 +4%
Invesco
16
Invesco
Georgia
$1.35M +$293K +29,295 +28%
PFS
17
Prospera Financial Services
Texas
$1.31M +$127K +12,691 +11%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.11M +$132K +13,221 +13%
Ameriprise
19
Ameriprise
Minnesota
$1.03M +$68K +6,790 +7%
LPL Financial
20
LPL Financial
California
$1.02M +$136K +13,545 +15%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$956K -$16.8K -1,681 -2%
Bank of America
22
Bank of America
North Carolina
$937K -$111K -11,084 -11%
PAS
23
Park Avenue Securities
New York
$936K -$43.6K -4,353 -4%
MC
24
Moors & Cabot
Massachusetts
$838K +$240K +24,000 +40%
RJA
25
Raymond James & Associates
Florida
$771K +$11.6K +1,161 +2%

MMU Hedge Fund Activity: Q2 2023 in Review

91 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q2 2023, worth a combined $154M — up 2.4% from $150M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MMU positions and 6 closed out — a net gain of 3 holders — while 31 added to existing stakes and 28 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $6.56M. The largest seller was Guggenheim Capital, cutting an estimated $553K.

  • 91 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q2 2023, up from 89 in Q1 2023.
  • Funds reported $154M of Western Asset Managed Municipals Fund stock for Q2 2023, up 2.4% quarter-over-quarter.
  • 9 funds opened new Western Asset Managed Municipals Fund positions in Q2 2023 and 6 closed out, a net change of +3 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q2 2023 was Rivernorth Capital Management, an estimated $6.56M added.
  • The largest Western Asset Managed Municipals Fund seller in Q2 2023 was Guggenheim Capital, an estimated $553K sold.

Based on aggregated 13F filings for Q2 2023.