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MMU

Western Asset Managed Municipals Fund

117 hedge funds and large institutions have $250M invested in Western Asset Managed Municipals Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $259M → $250M (-$8.57M)

1.13% less ownership

Funds ownership: 45.23%44.1% (-1.1%)

3% less funds holding

Funds holding: 121117 (-4)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

Holders
117
Holders Change
-4
Holders Change %
-3.31%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
45
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$60.4M +$846K +83,595 +1%
Morgan Stanley
2
Morgan Stanley
New York
$35.2M +$1.97M +195,036 +6%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$19.3M -$73.3K -7,236 -0.4%
SCM
4
Saba Capital Management
New York
$18.2M -$3.51M -346,514 -16%
1CP
5
1607 Capital Partners
Virginia
$10.5M -$576K -56,843 -5%
KIM
6
Karpus Investment Management
New York
$9.54M -$203K -20,075 -2%
Allianz Asset Management
7
Allianz Asset Management
Germany
$5.64M
GC
8
Guggenheim Capital
Illinois
$5.43M -$1.41M -139,728 -21%
RCM
9
Robinson Capital Management
Michigan
$4.6M -$314K -30,985 -6%
RJA
10
Raymond James & Associates
Florida
$4.32M +$461K +45,569 +12%
VanEck Associates
11
VanEck Associates
New York
$4.24M -$215K -21,245 -5%
COLIM
12
City of London Investment Management
United Kingdom
$4.15M +$909K +89,752 +29%
Wells Fargo
13
Wells Fargo
California
$3.5M +$141K +13,908 +4%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$3.31M -$1.55M -153,107 -32%
AA
15
AQR Arbitrage
Connecticut
$3.23M -$1.16M -114,514 -27%
LPL Financial
16
LPL Financial
California
$2.95M +$528K +52,134 +22%
RC
17
Rareview Capital
Nevada
$2.91M +$1.04K +103 +0%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.62M +$820K +80,959 +47%
HighTower Advisors
19
HighTower Advisors
Illinois
$2.34M -$54K -5,332 -2%
LSC
20
Logan Stone Capital
Illinois
$2.15M -$3.36M -332,173 -62%
Invesco
21
Invesco
Georgia
$2.11M -$275K -27,186 -12%
UBS Group
22
UBS Group
Switzerland
$2.06M +$74.7K +7,380 +4%
LWL
23
Leo Wealth LLC
Texas
$1.95M +$280K +27,630 +17%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.92M +$37.7K +3,724 +2%
MPW
25
Melone Private Wealth
Michigan
$1.74M +$17.9K +1,764 +1%

MMU Hedge Fund Activity: Q2 2024 in Review

117 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q2 2024, worth a combined $250M — down 3.3% from $259M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of MMU and 11 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 45 added.

The largest buyer was Morgan Stanley, adding an estimated $1.97M. The largest seller was Saba Capital Management, cutting an estimated $3.51M.

  • 117 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q2 2024, down from 121 in Q1 2024.
  • Funds reported $250M of Western Asset Managed Municipals Fund stock for Q2 2024, down 3.3% quarter-over-quarter.
  • 11 funds opened new Western Asset Managed Municipals Fund positions in Q2 2024 and 15 closed out, a net change of -4 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q2 2024 was Morgan Stanley, an estimated $1.97M added.
  • The largest Western Asset Managed Municipals Fund seller in Q2 2024 was Saba Capital Management, an estimated $3.51M sold.

Based on aggregated 13F filings for Q2 2024.