CGMU

Cap Group Municipal Income

+$629.9M

Net Activity

Institutions Holding

330

Popularity Rank

#1803

Avg Weight

0.47%

Total Value

$4.7B

Ownership Trend

330 institutions currently hold CGMU, with 254 net buyers and 53 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

53

Net Buying Institutions

254

Key Holders

Key Holders

Top 5 by Value

CI
Capital International Investors
$1.3B
EA
Envestnet Asset Management INC
$348.7M
MS
Morgan Stanley
$280.2M
LF
LPL Financial LLC
$275.8M
NM
Northwestern Mutual Wealth Management Co
$237.9M

Top 5 by Conviction

RS
Robinson Smith Wealth Advisors LLC
6.42%
JD
J. Derek Lewis & Associates Inc.
5.00%
ML
Mb, Levis & Associates, LLC
4.49%
RH
Royal Harbor Partners, LLC
4.17%
AP
Alliance Private Wealth, LLC
3.47%
View all 330 holding institutions

Quarterly Activity

Recent Activity

+$4.8B

Total Buy Value

$172.1M

Total Sell Value

New buy43
Trim42
Add211
Sold out11

254

Net Buyers

53

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CAP GROUP MUNICIPAL INCOME (CGMU)?
Major stakeholders currently include Capital International Investors ($1.3B), Envestnet Asset Management INC ($348.7M), Morgan Stanley ($280.2M). Based on the latest 13F filings, there are a total of 330 tracked investment funds and institutions maintaining positions in CGMU.
What is the overall institutional sentiment toward CGMU recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $629.9M, driven by 254 managers accumulating shares while 53 reduced their exposure.
Which institutions have been selling or reducing their CGMU positions?
In the latest period, 42 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $172.1M.
Are there any notable investors adding CGMU to their portfolios?
Yes, buying activity remains notable. 43 institutions opened new positions in {ticker}, and 211 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.8B.

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