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MHF

Western Asset Municipal High Income Fund

53 hedge funds and large institutions have $30.4M invested in Western Asset Municipal High Income Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

6% more funds holding

Funds holding: 5053 (+3)

3.66% less ownership

Funds ownership: 24.3%20.65% (-3.7%)

19% less capital invested

Capital invested by funds: $37.5M → $30.4M (-$7.13M)

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
12
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$154K -$13.6K -1,917 -8%
PI
27
PFG Investments
New York
$136K
CWM
28
Collaborative Wealth Management
Florida
$133K +$139K +19,565 New
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$131K
IAA
30
Independent Advisor Alliance
North Carolina
$128K +$134K +18,890 New
Comerica Bank
31
Comerica Bank
Texas
$102K
PAS
32
PKS Advisory Services
New York
$95.2K +$99.3K +14,000 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$93K +$97.3K +13,716 New
GS
34
GTS Securities
New York
$88.4K +$92.2K +13,000 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$85.7K -$127K -17,893 -59%
FSA
36
Fort Sheridan Advisors
Illinois
$85.7K
VIPI
37
Vista Investment Partners II
Indiana
$80.7K +$84.2K +11,869 New
Nomura Holdings
38
Nomura Holdings
Japan
$78.9K +$82.3K +11,600 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$76.2K +$79.5K +11,206 New
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$74.9K
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$73.8K
CAL
42
Capital Analysts LLC
Pennsylvania
$72K
SPIA
43
Steward Partners Investment Advisory
New York
$69.1K +$752 +106 +1%
SPF
44
South Plains Financial
Texas
$67.8K +$70.7K +9,969 New
S
45
SignatureFD
Georgia
$43.1K +$632 +89 +1%
VWM
46
Venturi Wealth Management
Texas
$30.6K
Osaic Holdings
47
Osaic Holdings
Arizona
$23.3K -$10.6K -1,500 -30%
OWP
48
ORG Wealth Partners
Texas
$17.1K
BCWM
49
Bartlett & Co Wealth Management
Ohio
$17K +$3.21K +452 +22%
M
50
MOTCO
Texas
$15.5K

MHF Hedge Fund Activity: Q4 2024 in Review

53 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal High Income Fund (MHF) for Q4 2024, worth a combined $30.4M — down 19% from $37.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MHF positions and 6 closed out — a net gain of 5 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $301K. The largest seller was 1607 Capital Partners, cutting an estimated $3.04M.

  • 53 institutional investors held Western Asset Municipal High Income Fund (MHF) as of Q4 2024, up from 50 in Q3 2024.
  • Funds reported $30.4M of Western Asset Municipal High Income Fund stock for Q4 2024, down 19% quarter-over-quarter.
  • 11 funds opened new Western Asset Municipal High Income Fund positions in Q4 2024 and 6 closed out, a net change of +5 holders.
  • The largest Western Asset Municipal High Income Fund buyer in Q4 2024 was Hennion & Walsh Asset Management, an estimated $301K added.
  • The largest Western Asset Municipal High Income Fund seller in Q4 2024 was 1607 Capital Partners, an estimated $3.04M sold.

Based on aggregated 13F filings for Q4 2024.