We are live on ! Find out more
MHF

Western Asset Municipal High Income Fund

47 hedge funds and large institutions have $25.2M invested in Western Asset Municipal High Income Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

1.02% more ownership

Funds ownership: 17.95%18.98% (+1%)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1% less capital invested

Capital invested by funds: $25.5M → $25.2M (-$375K)

2% less funds holding

Funds holding: 4847 (-1)

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
20
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.24M -$132K -19,868 -4%
KIM
2
Karpus Investment Management
New York
$3.1M -$18.3K -2,739 -0.5%
RJA
3
Raymond James & Associates
Florida
$3.09M -$453K -67,990 -12%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2.03M -$247K -37,082 -10%
RCM
5
Rivernorth Capital Management
Florida
$2M +$1.51M +226,606 +236%
1CP
6
1607 Capital Partners
Virginia
$1.61M +$717K +107,670 +70%
TIM
7
Tortoise Investment Management
New York
$1.52M +$432K +64,852 +36%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.01M +$406 +61 +0%
GC
9
Guggenheim Capital
Illinois
$890K -$79K -11,860 -8%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$794K +$15.4K +2,309 +2%
Wells Fargo
11
Wells Fargo
California
$668K -$40.3K -6,055 -5%
Bank of America
12
Bank of America
North Carolina
$651K -$149K -22,323 -18%
PFS
13
Prospera Financial Services
Texas
$576K +$93.4K +14,012 +18%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$535K +$44.6K +6,690 +8%
RIA
15
Realta Investment Advisors
Delaware
$344K -$953 -143 -0.3%
UBS Group
16
UBS Group
Switzerland
$298K +$26.8K +4,026 +9%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$275K +$1.42K +213 +0.5%
LP
18
Lloyd Park
Illinois
$254K +$1.61K +241 +0.6%
GCP
19
Gill Capital Partners
Colorado
$251K
Truist Financial
20
Truist Financial
North Carolina
$205K
AA
21
AQR Arbitrage
Connecticut
$205K +$69.3K +10,397 +46%
WAM
22
Wolverine Asset Management
Illinois
$190K +$68.2K +10,233 +50%
BIM
23
Bridgecreek Investment Management
Oklahoma
$186K
First Trust Advisors
24
First Trust Advisors
Illinois
$137K -$28.4K -4,256 -16%
FAG
25
Fortitude Advisory Group
Washington
$137K

MHF Hedge Fund Activity: Q3 2022 in Review

47 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal High Income Fund (MHF) for Q3 2022, worth a combined $25.2M — down 1.5% from $25.5M a quarter earlier.

Fund positioning in MHF was balanced in Q3 2022: 3 funds opened new positions, 3 closed out, 20 added to existing stakes and 15 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.51M. The largest seller was Raymond James & Associates, cutting an estimated $453K.

  • 47 institutional investors held Western Asset Municipal High Income Fund (MHF) as of Q3 2022, down from 48 in Q2 2022.
  • Funds reported $25.2M of Western Asset Municipal High Income Fund stock for Q3 2022, down 1.5% quarter-over-quarter.
  • 3 funds opened new Western Asset Municipal High Income Fund positions in Q3 2022 and 3 closed out, a net change of 0 holders.
  • The largest Western Asset Municipal High Income Fund buyer in Q3 2022 was Rivernorth Capital Management, an estimated $1.51M added.
  • The largest Western Asset Municipal High Income Fund seller in Q3 2022 was Raymond James & Associates, an estimated $453K sold.

Based on aggregated 13F filings for Q3 2022.