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SBI

Western Asset Intermediate Muni Fund
SBI

38 hedge funds and large institutions have $19.1M invested in Western Asset Intermediate Muni Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

3% more funds holding

Funds holding: 37 → 38 (+1)

0.19% more ownership

Funds ownership: 13.75% → 13.94% (+0.19%)

0% less capital invested

Capital invested by funds: $19.1M → $19.1M (-$26.2K)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$326K
2
CRC
Curi RMB Capital
Illinois
+$246K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$135K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$108K
5
Bank of America
Bank of America
North Carolina
+$53.8K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$138K
2
First Trust Advisors
First Trust Advisors
Illinois
-$115K
3
SFWA
Summit Financial Wealth Advisors
Louisiana
-$108K
4
Morgan Stanley
Morgan Stanley
New York
-$84.7K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$67K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$146K -$138K -14,064 -48%
T
27
Thomaspartners
Massachusetts
$146K – – –
LNC
28
Lincoln National Corp
Pennsylvania
$104K – – –
NFG
29
Next Financial Group
Texas
$65K – – –
US Bancorp
30
US Bancorp
Minnesota
$58K – – –
AG
31
Advisor Group
Arizona
$53K -$11.4K -1,157 -17%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$48K -$44.1K -4,474 -48%
SPIA
33
Steward Partners Investment Advisory
New York
$46K +$29.5K +3,000 +167%
CHC
34
City Holding Co
West Virginia
$33K – – –
WAM
35
Wealthspire Advisors (Maryland)
Maryland
$26K – – –
MFT
36
Moisand Fitzgerald Tamayo
Florida
$25K +$25.4K +2,581 New
AIM
37
Anchor Investment Management
South Carolina
$19.5K – – –
PSW
38
Portfolio Strategies (Washington)
Washington
$18K – – –
GWM
39
Geneos Wealth Management
Colorado
$4K – – –
Creative Planning
40
Creative Planning
Kansas
– -$37K -3,785 Closed
1
2

SBI Hedge Fund Activity: Q3 2017 in Review

38 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q3 2017, worth a combined $19.1M — down 0.14% from $19.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SBI positions and 1 closed out — a net gain of 1 holder — while 10 added to existing stakes and 11 trimmed.

The largest buyer was UBS Group, adding an estimated $326K. The largest seller was Ameriprise, cutting an estimated $138K.

  • 38 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q3 2017, up from 37 in Q2 2017.
  • Funds reported $19.1M of Western Asset Intermediate Muni Fund stock for Q3 2017, down 0.14% quarter-over-quarter.
  • 2 funds opened new Western Asset Intermediate Muni Fund positions in Q3 2017 and 1 closed out, a net change of +1 holder.
  • The largest Western Asset Intermediate Muni Fund buyer in Q3 2017 was UBS Group, an estimated $326K added.
  • The largest Western Asset Intermediate Muni Fund seller in Q3 2017 was Ameriprise, an estimated $138K sold.

Based on aggregated 13F filings for Q3 2017.