We are live on ! Find out more
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
Raymond James Financial
1
Raymond James Financial
Florida
$6.57M +$6.85M +965,981 New
Bank of America
2
Bank of America
North Carolina
$4.04M -$30.4K -4,290 -0.7%
HWAM
3
Hennion & Walsh Asset Management
New Jersey
$3.23M +$301K +42,433 +10%
Morgan Stanley
4
Morgan Stanley
New York
$3.16M -$411K -57,990 -11%
GC
5
Guggenheim Capital
Illinois
$2.26M -$1.25M -176,724 -35%
PFS
6
Prospera Financial Services
Texas
$908K +$130K +18,258 +16%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$874K
HighTower Advisors
8
HighTower Advisors
Illinois
$856K +$13.5K +1,901 +2%
VanEck Associates
9
VanEck Associates
New York
$761K +$32.2K +4,543 +4%
TIM
10
Tortoise Investment Management
New York
$724K -$449K -63,278 -37%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$663K -$35.9K -5,059 -5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$551K
OP
13
ORG Partners
Indiana
$458K +$2.66K +375 +0.6%
MWM
14
Melfa Wealth Management
Massachusetts
$430K
Jones Financial Companies
15
Jones Financial Companies
Missouri
$424K +$55.7K +7,843 +14%
Wells Fargo
16
Wells Fargo
California
$353K +$38.8K +5,473 +12%
LPL Financial
17
LPL Financial
California
$337K +$25.9K +3,650 +8%
QCIG
18
Quad-Cities Investment Group
Iowa
$305K +$4.51K +636 +1%
UBS Group
19
UBS Group
Switzerland
$277K -$79.7K -11,231 -22%
GCP
20
Gill Capital Partners
Colorado
$275K
RIL
21
Rothschild Investment LLC
Illinois
$218K
WJWM
22
Williams Jones Wealth Management
New York
$213K
HIP
23
HUB Investment Partners
Texas
$204K
1CP
24
1607 Capital Partners
Virginia
$170K -$3.04M -427,772 -94%
FAG
25
Fortitude Advisory Group
Washington
$156K

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.