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SBI

Western Asset Intermediate Muni Fund
SBI

44 hedge funds and large institutions have $19.1M invested in Western Asset Intermediate Muni Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

16% more funds holding

Funds holding: 38 → 44 (+6)

0.61% more ownership

Funds ownership: 13.94% → 14.55% (+0.61%)

0% less capital invested

Capital invested by funds: $19.1M → $19.1M (-$13.8K)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$484K
2
COLIM
City of London Investment Management
United Kingdom
+$360K
3
SFWA
Summit Financial Wealth Advisors
Louisiana
+$355K
4
WAM
Wolverine Asset Management
Illinois
+$279K
5
OC
Oppenheimer & Co
New York
+$274K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$665K
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$369K
3
Morgan Stanley
Morgan Stanley
New York
-$337K
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$285K
5
Ameriprise
Ameriprise
Minnesota
-$146K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$178K – – –
TSS
27
Two Sigma Securities
New York
$163K +$166K +17,471 New
LCM
28
Landscape Capital Management
New Jersey
$159K +$162K +17,032 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$158K – – –
BHWM
30
Bar Harbor Wealth Management
New Hampshire
$141K +$144K +15,110 New
T
31
Thomaspartners
Massachusetts
$140K – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$134K -$8.87K -931 -6%
6M
33
6 Meridian
Kansas
$133K +$136K +14,308 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$77K +$32.2K +3,382 +69%
AG
35
Advisor Group
Arizona
$61K +$9.61K +1,009 +18%
US Bancorp
36
US Bancorp
Minnesota
$55K – – –
IWM
37
IHT Wealth Management
Illinois
$48K +$48.6K +5,100 New
SPIA
38
Steward Partners Investment Advisory
New York
$44K – – –
PWM
39
Paulson Wealth Management
Illinois
$33K +$34.2K +3,589 New
CHC
40
City Holding Co
West Virginia
$32K – – –
MFT
41
Moisand Fitzgerald Tamayo
Florida
$24K – – –
AIM
42
Anchor Investment Management
South Carolina
$18.6K – – –
PSW
43
Portfolio Strategies (Washington)
Washington
$17K – – –
HNB
44
Huntington National Bank
Ohio
$14K – – –
GWM
45
Geneos Wealth Management
Colorado
$4K – – –
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
– -$285K -29,300 Closed
Ameriprise
47
Ameriprise
Minnesota
– -$146K -15,000 Closed
NFG
48
Next Financial Group
Texas
– -$65K -6,700 Closed
1
2

SBI Hedge Fund Activity: Q4 2017 in Review

44 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q4 2017, worth a combined $19.1M — down 0.07% from $19.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SBI positions and 3 closed out — a net gain of 6 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was UBS Group, adding an estimated $484K. The largest seller was Raymond James & Associates, cutting an estimated $665K.

  • 44 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q4 2017, up from 38 in Q3 2017.
  • Funds reported $19.1M of Western Asset Intermediate Muni Fund stock for Q4 2017, down 0.07% quarter-over-quarter.
  • 9 funds opened new Western Asset Intermediate Muni Fund positions in Q4 2017 and 3 closed out, a net change of +6 holders.
  • The largest Western Asset Intermediate Muni Fund buyer in Q4 2017 was UBS Group, an estimated $484K added.
  • The largest Western Asset Intermediate Muni Fund seller in Q4 2017 was Raymond James & Associates, an estimated $665K sold.

Based on aggregated 13F filings for Q4 2017.