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SBI

Western Asset Intermediate Muni Fund
SBI

63 hedge funds and large institutions have $48.2M invested in Western Asset Intermediate Muni Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

13% more funds holding

Funds holding: 56 → 63 (+7)

4% more capital invested

Capital invested by funds: $46.2M → $48.2M (+$1.97M)

0.95% more ownership

Funds ownership: 36.31% → 37.26% (+0.95%)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$1.69M
2
KAS
Kestra Advisory Services
Texas
+$497K
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$268K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$130K
5
LPL Financial
LPL Financial
California
+$99.1K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$657K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$648K
3
HKAM
Horizon Kinetics Asset Management
New York
-$207K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$191K
5
WTC
WhitTier Trust Company
Nevada
-$151K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$378K +$2.33K +258 +0.6%
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$338K -$4.78K -529 -1%
Bank of America
28
Bank of America
North Carolina
$332K +$37.4K +4,142 +13%
Stifel Financial
29
Stifel Financial
Missouri
$314K -$48.8K -5,403 -14%
PMG
30
ProVise Management Group
Florida
$278K – – –
CSPIA
31
Cary Street Partners Investment Advisory
Virginia
$273K +$268K +29,633 New
AA
32
AQR Arbitrage
Connecticut
$249K -$44.1K -4,884 -15%
TIM
33
Tortoise Investment Management
New York
$190K – – –
DAS
34
Dynamic Advisor Solutions
Arizona
$140K – – –
BHWM
35
Bar Harbor Wealth Management
New Hampshire
$139K – – –
6M
36
6 Meridian
Kansas
$136K +$1.81K +200 +1%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$132K +$130K +14,401 New
MA
38
MJP Associates
Connecticut
$127K +$124K +13,751 New
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$115K – – –
ICMP
40
Integrated Capital Management (Pennsylvania)
Pennsylvania
$115K +$6.02K +667 +6%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$110K – – –
LB
42
Leo Brokerage
Texas
$99K -$2.63K -291 -3%
MCCP
43
Mission Creek Capital Partners
California
$96K – – –
WFA
44
Wellspring Financial Advisors
Ohio
$96K – – –
BFEC
45
Benjamin F. Edwards & Company
Missouri
$28K -$3.92K -434 -13%
RA
46
Reby Advisors
Connecticut
$27K +$26.1K +2,891 New
AWG
47
Altus Wealth Group
Colorado
$25K +$24.9K +2,758 New
MFT
48
Moisand Fitzgerald Tamayo
Florida
$24K – – –
BEI
49
Benjamin Edwards Inc
Missouri
$21K +$217 +24 +1%
AIM
50
Anchor Investment Management
South Carolina
$18.4K – – –
1
2
3

SBI Hedge Fund Activity: Q4 2020 in Review

63 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q4 2020, worth a combined $48.2M — up 4.3% from $46.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SBI positions and 5 closed out — a net gain of 7 holders — while 13 added to existing stakes and 20 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $1.69M. The largest seller was Morgan Stanley, cutting an estimated $657K.

  • 63 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q4 2020, up from 56 in Q3 2020.
  • Funds reported $48.2M of Western Asset Intermediate Muni Fund stock for Q4 2020, up 4.3% quarter-over-quarter.
  • 12 funds opened new Western Asset Intermediate Muni Fund positions in Q4 2020 and 5 closed out, a net change of +7 holders.
  • The largest Western Asset Intermediate Muni Fund buyer in Q4 2020 was 1607 Capital Partners, an estimated $1.69M added.
  • The largest Western Asset Intermediate Muni Fund seller in Q4 2020 was Morgan Stanley, an estimated $657K sold.

Based on aggregated 13F filings for Q4 2020.