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MHF

Western Asset Municipal High Income Fund

45 hedge funds and large institutions have $22.7M invested in Western Asset Municipal High Income Fund in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

10% more funds holding

Funds holding: 4145 (+4)

2% more capital invested

Capital invested by funds: $22.2M → $22.7M (+$553K)

0.18% more ownership

Funds ownership: 12.92%13.1% (+0.18%)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$128K
XF
27
XML Financial
Maryland
$124K
LPL Financial
28
LPL Financial
California
$120K
SWM
29
Spire Wealth Management
Virginia
$120K +$4.33K +525 +4%
IAIM
30
International Assets Investment Management
Florida
$114K -$5.97K -724 -5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$114K +$181 +22 +0.2%
QPWM
32
Quadrant Private Wealth Management
Pennsylvania
$107K
FCM
33
Fourpath Capital Management
Oklahoma
$104K +$107K +12,958 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$84K +$85.9K +10,416 New
SPIA
35
Steward Partners Investment Advisory
New York
$56K +$11.8K +1,425 +25%
CA
36
CoreCap Advisors
Michigan
$29K +$30.2K +3,655 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$28K
AF
38
Allworth Financial
California
$27K +$280 +34 +1%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$18K
EI
40
Ellevest Inc
New York
$17K +$140 +17 +0.8%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$13K
AF
42
Advisornet Financial
Minnesota
$9K
US Bancorp
43
US Bancorp
Minnesota
$6K
KAS
44
Kestra Advisory Services
Texas
-$191K -24,095 Closed
HighTower Advisors
45
HighTower Advisors
Illinois
-$81K -10,171 Closed
TRCT
46
Tower Research Capital (TRC)
New York
+$8 +1 +50%

MHF Hedge Fund Activity: Q4 2021 in Review

45 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal High Income Fund (MHF) for Q4 2021, worth a combined $22.7M — up 2.5% from $22.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MHF positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $320K. The largest seller was Wells Fargo, cutting an estimated $559K.

  • 45 institutional investors held Western Asset Municipal High Income Fund (MHF) as of Q4 2021, up from 41 in Q3 2021.
  • Funds reported $22.7M of Western Asset Municipal High Income Fund stock for Q4 2021, up 2.5% quarter-over-quarter.
  • 7 funds opened new Western Asset Municipal High Income Fund positions in Q4 2021 and 2 closed out, a net change of +5 holders.
  • The largest Western Asset Municipal High Income Fund buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $320K added.
  • The largest Western Asset Municipal High Income Fund seller in Q4 2021 was Wells Fargo, an estimated $559K sold.

Based on aggregated 13F filings for Q4 2021.