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SBI

Western Asset Intermediate Muni Fund
SBI

63 hedge funds and large institutions have $45M invested in Western Asset Intermediate Muni Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

5% more funds holding

Funds holding: 60 → 63 (+3)

2.36% more ownership

Funds ownership: 41.2% → 43.57% (+2.4%)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

4% less capital invested

Capital invested by funds: $46.7M → $45M (-$1.68M)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
20
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
SkyView Investment Advisors
New Jersey
+$765K
2
WAM
Wolverine Asset Management
Illinois
+$668K
3
LSC
Logan Stone Capital
Illinois
+$404K
4
RPA
Rock Point Advisors
Vermont
+$232K
5
WTC
WhitTier Trust Company
Nevada
+$204K

Top Sellers

Rank Fund Capital Flow
1
AC
Almitas Capital
California
-$135K
2
Stifel Financial
Stifel Financial
Missouri
-$83K
3
Mariner
Mariner
Kansas
-$82.1K
4
KIM
Karpus Investment Management
New York
-$70.3K
5
First Trust Advisors
First Trust Advisors
Illinois
-$65.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$323K -$65.1K -8,128 -16%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$294K -$12.4K -1,550 -4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$287K -$44.6K -5,562 -12%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$266K -$9.17K -1,145 -3%
ONB
30
Old National Bancorp
Indiana
$264K – – –
BW
31
Basepoint Wealth
Iowa
$256K -$16.8K -2,102 -6%
UBS Group
32
UBS Group
Switzerland
$237K +$1.65K +206 +0.6%
PMG
33
ProVise Management Group
Florida
$230K – – –
Mariner
34
Mariner
Kansas
$226K -$82.1K -10,250 -25%
RJA
35
Raymond James & Associates
Florida
$206K +$12.3K +1,535 +6%
AWA
36
Aquire Wealth Advisors
Utah
$145K – – –
TIM
37
Tortoise Investment Management
New York
$144K – – –
ICMP
38
Integrated Capital Management (Pennsylvania)
Pennsylvania
$133K -$1.51K -188 -1%
NCM
39
Narwhal Capital Management
Georgia
$130K -$2.46K -307 -2%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$130K +$53.6K +6,695 +60%
H6H
41
Hightower 6M Holding
Kansas
$127K +$1.09K +136 +0.8%
AA
42
AQR Arbitrage
Connecticut
$120K +$130K +16,280 New
Stifel Financial
43
Stifel Financial
Missouri
$115K -$83K -10,362 -40%
DAS
44
Dynamic Advisor Solutions
Arizona
$112K – – –
BHWM
45
Bar Harbor Wealth Management
New Hampshire
$111K – – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$104K – – –
TPWA
47
TRUE Private Wealth Advisors
Oregon
$89K – – –
ICM
48
Ionic Capital Management
New York
$82K – – –
CAN
49
Cetera Advisor Networks
California
$79K +$352 +44 +0.4%
DP
50
Dearborn Partners
Illinois
$77K +$84.1K +10,500 New
1
2
3

SBI Hedge Fund Activity: Q3 2022 in Review

63 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q3 2022, worth a combined $45M — down 3.6% from $46.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SBI positions and 1 closed out — a net gain of 3 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was SkyView Investment Advisors, opening a new position worth an estimated $765K. The largest seller was Almitas Capital, cutting an estimated $135K.

  • 63 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q3 2022, up from 60 in Q2 2022.
  • Funds reported $45M of Western Asset Intermediate Muni Fund stock for Q3 2022, down 3.6% quarter-over-quarter.
  • 4 funds opened new Western Asset Intermediate Muni Fund positions in Q3 2022 and 1 closed out, a net change of +3 holders.
  • The largest Western Asset Intermediate Muni Fund buyer in Q3 2022 was SkyView Investment Advisors, an estimated $765K added.
  • The largest Western Asset Intermediate Muni Fund seller in Q3 2022 was Almitas Capital, an estimated $135K sold.

Based on aggregated 13F filings for Q3 2022.