We are live on ! Find out more
MHF

Western Asset Municipal High Income Fund

42 hedge funds and large institutions have $24.9M invested in Western Asset Municipal High Income Fund in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $22.7M → $24.9M (+$2.17M)

2% more funds holding

Funds holding: 4142 (+1)

1.93% more ownership

Funds ownership: 14.82%16.75% (+1.9%)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
16
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Ancora Advisors
Ohio
$110K
SB
27
Suntrust Banks
Georgia
$85K
AA
28
AQR Arbitrage
Connecticut
$75K -$876 -125 -1%
RBFC
29
Roman Butler Fullerton & Co
Missouri
$73K +$71.9K +10,270 New
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$72K +$73.2K +10,450 New
LPL Financial
31
LPL Financial
California
$70K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$70K +$16.8K +2,400 +31%
QCIG
33
Quad-Cities Investment Group
Iowa
$51K +$105 +15 +0.2%
US Bancorp
34
US Bancorp
Minnesota
$47K
RCAG
35
Rehmann Capital Advisory Group
Michigan
$41.6K
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$39K +$10.5K +1,503 +36%
FHA
37
Flagship Harbor Advisors
Massachusetts
$24K +$24.5K +3,500 New
ClearBridge Investments
38
ClearBridge Investments
New York
$16K
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$12K
TCM
40
Tradewinds Capital Management
Washington
$7K
NDSI
41
Newman Dignan & Sheerar Inc
Rhode Island
$2.87K +$2.09K +298 +0.7%
Invesco
42
Invesco
Georgia
-$637K -89,926 Closed
PA
43
Parallel Advisors
California
-$29K -4,043 Closed
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
-$15K -2,113 Closed
SPIA
45
Steward Partners Investment Advisory
New York
-$7K -1,000 Closed
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
+$497 +71 New

MHF Hedge Fund Activity: Q4 2018 in Review

42 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal High Income Fund (MHF) for Q4 2018, worth a combined $24.9M — up 9.6% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MHF positions and 5 closed out — a net gain of 1 holder — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.68M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $683K.

  • 42 institutional investors held Western Asset Municipal High Income Fund (MHF) as of Q4 2018, up from 41 in Q3 2018.
  • Funds reported $24.9M of Western Asset Municipal High Income Fund stock for Q4 2018, up 9.6% quarter-over-quarter.
  • 6 funds opened new Western Asset Municipal High Income Fund positions in Q4 2018 and 5 closed out, a net change of +1 holder.
  • The largest Western Asset Municipal High Income Fund buyer in Q4 2018 was Karpus Investment Management, an estimated $2.68M added.
  • The largest Western Asset Municipal High Income Fund seller in Q4 2018 was Raymond James Financial Services Advisors, an estimated $683K sold.

Based on aggregated 13F filings for Q4 2018.