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MMU

Western Asset Managed Municipals Fund

115 hedge funds and large institutions have $251M invested in Western Asset Managed Municipals Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

0% more capital invested

Capital invested by funds: $250M → $251M (+$1.21M)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1.55% less ownership

Funds ownership: 44.1%42.55% (-1.6%)

2% less funds holding

Funds holding: 117115 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
115
Holders Change
-2
Holders Change %
-1.71%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
38
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$61.5M -$1.73M -162,599 -3%
Morgan Stanley
2
Morgan Stanley
New York
$40.1M +$3.22M +302,226 +9%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$20.8M +$628K +58,903 +3%
SCM
4
Saba Capital Management
New York
$15M -$4.06M -380,667 -22%
1CP
5
1607 Capital Partners
Virginia
$10.5M -$534K -50,169 -5%
KIM
6
Karpus Investment Management
New York
$8.94M -$1.03M -96,352 -10%
Allianz Asset Management
7
Allianz Asset Management
Germany
$5.91M
RCM
8
Robinson Capital Management
Michigan
$5.17M +$276K +25,900 +6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$4.7M +$1.93M +180,868 +72%
COLIM
10
City of London Investment Management
United Kingdom
$4.69M +$341K +32,024 +8%
RJA
11
Raymond James & Associates
Florida
$4.64M +$108K +10,165 +2%
Wells Fargo
12
Wells Fargo
California
$4.34M +$654K +61,350 +18%
VanEck Associates
13
VanEck Associates
New York
$4.24M -$87.7K -8,236 -2%
RC
14
Rareview Capital
Nevada
$3.44M +$377K +35,370 +13%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$3.37M -$101K -9,435 -3%
GC
16
Guggenheim Capital
Illinois
$3.09M -$2.56M -240,103 -46%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.54M +$83.4K +7,831 +3%
LWL
18
Leo Wealth LLC
Texas
$2.26M +$209K +19,593 +10%
UBS Group
19
UBS Group
Switzerland
$2.24M +$84.2K +7,903 +4%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$2.02M +$580K +54,466 +41%
AA
21
AQR Arbitrage
Connecticut
$1.94M -$1.41M -132,782 -43%
Invesco
22
Invesco
Georgia
$1.94M -$267K -25,021 -12%
MPW
23
Melone Private Wealth
Michigan
$1.83M +$10.9K +1,024 +0.6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.58M -$418K -39,266 -21%
PFS
25
Prospera Financial Services
Texas
$1.51M +$31.6K +2,968 +2%

MMU Hedge Fund Activity: Q3 2024 in Review

115 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Asset Managed Municipals Fund (MMU) for Q3 2024, worth a combined $251M — up 0.48% from $250M a quarter earlier.

Fund positioning in MMU was balanced in Q3 2024: 15 funds opened new positions, 15 closed out, 38 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.22M. The largest seller was Saba Capital Management, cutting an estimated $4.06M.

  • 115 institutional investors held Western Asset Managed Municipals Fund (MMU) as of Q3 2024, down from 117 in Q2 2024.
  • Funds reported $251M of Western Asset Managed Municipals Fund stock for Q3 2024, up 0.48% quarter-over-quarter.
  • 15 funds opened new Western Asset Managed Municipals Fund positions in Q3 2024 and 15 closed out, a net change of 0 holders.
  • The largest Western Asset Managed Municipals Fund buyer in Q3 2024 was Morgan Stanley, an estimated $3.22M added.
  • The largest Western Asset Managed Municipals Fund seller in Q3 2024 was Saba Capital Management, an estimated $4.06M sold.

Based on aggregated 13F filings for Q3 2024.