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MHF

Western Asset Municipal High Income Fund
MHF

41 hedge funds and large institutions have $22.2M invested in Western Asset Municipal High Income Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

0% more funds holding

Funds holding: 41 → 41 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.23% less ownership

Funds ownership: 13.15% → 12.92% (-0.23%)

8% less capital invested

Capital invested by funds: $24.1M → $22.2M (-$1.88M)

Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
20
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
XF
XML Financial
Maryland
+$127K
2
Morgan Stanley
Morgan Stanley
New York
+$113K
3
PFS
Prospera Financial Services
Texas
+$80.2K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$78.6K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$54.3K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$822K
2
AA
Ancora Advisors
Ohio
-$134K
3
Osaic Holdings
Osaic Holdings
Arizona
-$69.5K
4
RJA
Raymond James & Associates
Florida
-$17.4K
5
UBS Group
UBS Group
Switzerland
-$16.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$119K +$24.5K +3,000 +25%
IAIM
27
International Assets Investment Management
Florida
$118K +$270 +33 +0.2%
SWM
28
Spire Wealth Management
Virginia
$114K +$278 +34 +0.2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$113K -$12.5K -1,533 -10%
QPWM
30
Quadrant Private Wealth Management
Pennsylvania
$106K – – –
HighTower Advisors
31
HighTower Advisors
Illinois
$81K +$335 +41 +0.4%
SPIA
32
Steward Partners Investment Advisory
New York
$45K +$9.37K +1,146 +26%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$28K – – –
AF
34
Allworth Financial
California
$26K +$213 +26 +0.8%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$17K – – –
EI
36
Ellevest Inc
New York
$17K +$131 +16 +0.8%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$13K – – –
AF
38
Advisornet Financial
Minnesota
$9K – – –
US Bancorp
39
US Bancorp
Minnesota
$6K – – –
AA
40
Ancora Advisors
Ohio
– -$134K -15,864 Closed
HI
41
Harbour Investments
Wisconsin
– -$4K -467 Closed
TRCT
42
Tower Research Capital (TRC)
New York
– +$16 +2 New
1
2

MHF Hedge Fund Activity: Q3 2021 in Review

41 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal High Income Fund (MHF) for Q3 2021, worth a combined $22.2M — down 7.8% from $24.1M a quarter earlier.

Fund positioning in MHF was balanced in Q3 2021: 2 funds opened new positions, 2 closed out, 20 added to existing stakes and 6 trimmed.

The largest buyer was XML Financial, opening a new position worth an estimated $127K. The largest seller was Wells Fargo, cutting an estimated $822K.

  • 41 institutional investors held Western Asset Municipal High Income Fund (MHF) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $22.2M of Western Asset Municipal High Income Fund stock for Q3 2021, down 7.8% quarter-over-quarter.
  • 2 funds opened new Western Asset Municipal High Income Fund positions in Q3 2021 and 2 closed out, a net change of 0 holders.
  • The largest Western Asset Municipal High Income Fund buyer in Q3 2021 was XML Financial, an estimated $127K added.
  • The largest Western Asset Municipal High Income Fund seller in Q3 2021 was Wells Fargo, an estimated $822K sold.

Based on aggregated 13F filings for Q3 2021.