We are live on ! Find out more
MHF

Western Asset Municipal High Income Fund

54 hedge funds and large institutions have $33.8M invested in Western Asset Municipal High Income Fund in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

34% more capital invested

Capital invested by funds: $25.2M → $33.8M (+$8.66M)

15% more funds holding

Funds holding: 4754 (+7)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

5.52% more ownership

Funds ownership: 18.98%24.49% (+5.5%)

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$5.31M +$3.66M +572,372 +220%
Morgan Stanley
2
Morgan Stanley
New York
$4.2M +$864K +135,235 +26%
KIM
3
Karpus Investment Management
New York
$3.18M -$2.34K -366 -0.1%
RJA
4
Raymond James & Associates
Florida
$2.9M -$280K -43,828 -9%
Bank of America
5
Bank of America
North Carolina
$2.45M +$1.79M +279,320 +266%
RCM
6
Rivernorth Capital Management
Florida
$2.34M +$283K +44,222 +14%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.9M -$188K -29,406 -9%
TIM
8
Tortoise Investment Management
New York
$1.83M +$270K +42,308 +17%
GC
9
Guggenheim Capital
Illinois
$1.75M +$838K +131,140 +91%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$796K -$21K -3,278 -3%
Wells Fargo
11
Wells Fargo
California
$687K -$914 -143 -0.1%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$566K +$15.2K +2,376 +3%
PFS
13
Prospera Financial Services
Texas
$508K -$84.5K -13,216 -14%
MWM
14
Melfa Wealth Management
Massachusetts
$461K +$462K +72,200 New
LSC
15
Logan Stone Capital
Illinois
$427K +$427K +66,862 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$366K +$326K +51,027 +814%
RIA
17
Realta Investment Advisors
Delaware
$354K
NDSI
18
Newman Dignan & Sheerar Inc
Rhode Island
$306K +$2.85K +445 +0.9%
AA
19
AQR Arbitrage
Connecticut
$297K +$86.2K +13,489 +41%
QCIG
20
Quad-Cities Investment Group
Iowa
$285K +$155K +24,215 +119%
GCP
21
Gill Capital Partners
Colorado
$258K
Osaic Holdings
22
Osaic Holdings
Arizona
$216K +$188K +29,426 +680%
Truist Financial
23
Truist Financial
North Carolina
$211K
BIM
24
Bridgecreek Investment Management
Oklahoma
$191K
WP
25
Woodline Partners
California
$170K +$171K +26,715 New

MHF Hedge Fund Activity: Q4 2022 in Review

54 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Asset Municipal High Income Fund (MHF) for Q4 2022, worth a combined $33.8M — up 34% from $25.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MHF positions and 3 closed out — a net gain of 9 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $3.66M. The largest seller was Baird Financial Group, cutting an estimated $906K.

  • 54 institutional investors held Western Asset Municipal High Income Fund (MHF) as of Q4 2022, up from 47 in Q3 2022.
  • Funds reported $33.8M of Western Asset Municipal High Income Fund stock for Q4 2022, up 34% quarter-over-quarter.
  • 12 funds opened new Western Asset Municipal High Income Fund positions in Q4 2022 and 3 closed out, a net change of +9 holders.
  • The largest Western Asset Municipal High Income Fund buyer in Q4 2022 was 1607 Capital Partners, an estimated $3.66M added.
  • The largest Western Asset Municipal High Income Fund seller in Q4 2022 was Baird Financial Group, an estimated $906K sold.

Based on aggregated 13F filings for Q4 2022.