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MHF

Western Asset Municipal High Income Fund

47 hedge funds and large institutions have $41.8M invested in Western Asset Municipal High Income Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2.54% more ownership

Funds ownership: 29.18%31.72% (+2.5%)

2% more funds holding

Funds holding: 4647 (+1)

1% more capital invested

Capital invested by funds: $41.4M → $41.8M (+$447K)

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
21
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
Woodline Partners
California
$233K -$10.8K -1,700 -4%
LPL Financial
27
LPL Financial
California
$202K +$19.1K +3,006 +10%
Osaic Holdings
28
Osaic Holdings
Arizona
$198K +$7.68K +1,210 +4%
BIM
29
Bridgecreek Investment Management
Oklahoma
$183K
First Trust Advisors
30
First Trust Advisors
Illinois
$170K +$3.25K +512 +2%
FAG
31
Fortitude Advisory Group
Washington
$140K +$5.04K +794 +4%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$138K +$49.8K +7,847 +53%
UBS Group
33
UBS Group
Switzerland
$136K +$419 +66 +0.3%
RIG
34
Ramiah Investment Group
Wisconsin
$126K -$21.5K -3,384 -14%
AWS
35
Atria Wealth Solutions
New York
$76.7K
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$66.1K +$68.9K +10,850 New
CIA
37
Capital Investment Advisors
Georgia
$64.9K
SPIA
38
Steward Partners Investment Advisory
New York
$63.2K -$514 -81 -0.8%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$41K -$30.4K -4,791 -42%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$34.7K
JP Morgan Chase
41
JP Morgan Chase
New York
$20.6K +$13.6K +2,141 +172%
US Bancorp
42
US Bancorp
Minnesota
$4.34K
NA
43
NewEdge Advisors
Louisiana
$1.76K
GRP
44
Global Retirement Partners
California
$1.68K +$25 +4 +1%
FIA
45
FNY Investment Advisers
New York
$1K
ME
46
McIlrath & Eck
Washington
$24
Fidelity Investments
47
Fidelity Investments
Massachusetts
$6 +$6 +1 New
NDSI
48
Newman Dignan & Sheerar Inc
Rhode Island
-$320K -48,858 Closed
AF
49
Allworth Financial
California
-$22.9K -3,497 Closed
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
-$10K -1,511 Closed

MHF Hedge Fund Activity: Q3 2023 in Review

47 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal High Income Fund (MHF) for Q3 2023, worth a combined $41.8M — up 1.1% from $41.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MHF positions and 3 closed out — a net gain of 1 holder — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.17M. The largest seller was Morgan Stanley, cutting an estimated $363K.

  • 47 institutional investors held Western Asset Municipal High Income Fund (MHF) as of Q3 2023, up from 46 in Q2 2023.
  • Funds reported $41.8M of Western Asset Municipal High Income Fund stock for Q3 2023, up 1.1% quarter-over-quarter.
  • 4 funds opened new Western Asset Municipal High Income Fund positions in Q3 2023 and 3 closed out, a net change of +1 holder.
  • The largest Western Asset Municipal High Income Fund buyer in Q3 2023 was Rivernorth Capital Management, an estimated $1.17M added.
  • The largest Western Asset Municipal High Income Fund seller in Q3 2023 was Morgan Stanley, an estimated $363K sold.

Based on aggregated 13F filings for Q3 2023.