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MHF

Western Asset Municipal High Income Fund
MHF

44 hedge funds and large institutions have $21.6M invested in Western Asset Municipal High Income Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

9% more capital invested

Capital invested by funds: $19.8M → $21.6M (+$1.76M)

7% more funds holding

Funds holding: 41 → 44 (+3)

1.19% more ownership

Funds ownership: 12.29% → 13.48% (+1.2%)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Robinson Capital Management
Michigan
+$802K
2
GC
Guggenheim Capital
Illinois
+$588K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$313K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$148K
5
IAIM
International Assets Investment Management
Florida
+$116K

Top Sellers

Rank Fund Capital Flow
1
BRWM
B. Riley Wealth Management
Tennessee
-$179K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$110K
3
TFA
Tobias Financial Advisors
Florida
-$93.6K
4
UCFA
United Capital Financial Advisors
Texas
-$93.4K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$79.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
26
International Assets Investment Management
Florida
$118K +$116K +15,713 New
DAS
27
Dynamic Advisor Solutions
Arizona
$109K +$13.7K +1,857 +15%
SPIA
28
Steward Partners Investment Advisory
New York
$106K +$1.7K +231 +2%
LPL Financial
29
LPL Financial
California
$100K -$568 -77 -0.6%
TFA
30
Tobias Financial Advisors
Florida
$95K -$93.6K -12,696 -50%
CRC
31
Curi RMB Capital
Illinois
$94K +$92.4K +12,532 New
FIA
32
FNY Investment Advisers
New York
$79K +$77.8K +10,557 New
HPC
33
HM Payson & Co
Maine
$47K – – –
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$32K +$19.2K +2,600 +156%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$27K -$3.85K -523 -13%
FWM
36
FSA Wealth Management
Massachusetts
$21K +$20.6K +2,800 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$17K -$6.29K -854 -28%
EI
38
Ellevest Inc
New York
$16K +$140 +19 +0.9%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$10K +$9.58K +1,300 New
AF
40
Advisornet Financial
Minnesota
$8K – – –
US Bancorp
41
US Bancorp
Minnesota
$5K – – –
NDSI
42
Newman Dignan & Sheerar Inc
Rhode Island
$337 +$2.91K +395 +0.9%
BRWM
43
B. Riley Wealth Management
Tennessee
– -$179K -24,000 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– -$110K -14,726 Closed
FHB
45
First Hawaiian Bank
Hawaii
– -$77K -10,300 Closed
CHAM
46
Clear Harbor Asset Management
Connecticut
– -$7.45K -1,000 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
– +$7 +1 New
1
2

MHF Hedge Fund Activity: Q4 2020 in Review

44 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal High Income Fund (MHF) for Q4 2020, worth a combined $21.6M — up 8.9% from $19.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MHF positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 10 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $802K. The largest seller was B. Riley Wealth Management, exiting entirely with an estimated $179K sold.

  • 44 institutional investors held Western Asset Municipal High Income Fund (MHF) as of Q4 2020, up from 41 in Q3 2020.
  • Funds reported $21.6M of Western Asset Municipal High Income Fund stock for Q4 2020, up 8.9% quarter-over-quarter.
  • 7 funds opened new Western Asset Municipal High Income Fund positions in Q4 2020 and 4 closed out, a net change of +3 holders.
  • The largest Western Asset Municipal High Income Fund buyer in Q4 2020 was Robinson Capital Management, an estimated $802K added.
  • The largest Western Asset Municipal High Income Fund seller in Q4 2020 was B. Riley Wealth Management, an estimated $179K sold.

Based on aggregated 13F filings for Q4 2020.