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SBI

Western Asset Intermediate Muni Fund

60 hedge funds and large institutions have $50M invested in Western Asset Intermediate Muni Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $49.4M → $50M (+$590K)

0.26% more ownership

Funds ownership: 46.41%46.66% (+0.26%)

6% less funds holding

Funds holding: 6460 (-4)

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
17
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$266K -$42.5K -5,519 -14%
Wells Fargo
27
Wells Fargo
California
$255K +$8 +1 +0%
BW
28
Basepoint Wealth
Iowa
$251K -$3.29K -427 -1%
First Trust Advisors
29
First Trust Advisors
Illinois
$212K -$33.6K -4,356 -14%
Mariner
30
Mariner
Kansas
$199K -$12.8K -1,656 -6%
PMG
31
ProVise Management Group
Florida
$196K
Stifel Financial
32
Stifel Financial
Missouri
$188K +$68.5K +8,889 +56%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$184K +$663 +86 +0.4%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$182K -$71.8K -9,320 -28%
BI
35
Bulldog Investors
New Jersey
$182K +$62.7K +8,137 +52%
MWM
36
Melfa Wealth Management
Massachusetts
$173K -$16.7K -2,161 -9%
ATPW
37
Ashton Thomas Private Wealth
Arizona
$171K
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$170K -$82K -10,640 -32%
AWA
39
Aquire Wealth Advisors
Utah
$150K -$152K -19,660 -50%
ICMP
40
Integrated Capital Management (Pennsylvania)
Pennsylvania
$132K -$167K -21,661 -55%
RJA
41
Raymond James & Associates
Florida
$121K -$1.99K -258 -2%
BHWM
42
Bar Harbor Wealth Management
New Hampshire
$115K
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$113K -$46K -5,968 -29%
CWM
44
Connecticut Wealth Management
Connecticut
$104K
CAN
45
Cetera Advisor Networks
California
$102K +$3.47K +450 +3%
TPWA
46
TRUE Private Wealth Advisors
Oregon
$93K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$88.9K
NCM
48
Narwhal Capital Management
Georgia
$88.5K -$701 -91 -0.8%
MML Investors Services
49
MML Investors Services
Massachusetts
$80K +$80.6K +10,458 New
HighTower Advisors
50
HighTower Advisors
Illinois
$79K +$2.48K +322 +3%

SBI Hedge Fund Activity: Q2 2023 in Review

60 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q2 2023, worth a combined $50M — up 1.2% from $49.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SBI and 1 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 17 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.05M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $1.06M sold.

  • 60 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q2 2023, down from 64 in Q1 2023.
  • Funds reported $50M of Western Asset Intermediate Muni Fund stock for Q2 2023, up 1.2% quarter-over-quarter.
  • 1 fund opened new Western Asset Intermediate Muni Fund positions in Q2 2023 and 5 closed out, a net change of -4 holders.
  • The largest Western Asset Intermediate Muni Fund buyer in Q2 2023 was Rivernorth Capital Management, an estimated $2.05M added.
  • The largest Western Asset Intermediate Muni Fund seller in Q2 2023 was Clough Capital Partners, an estimated $1.06M sold.

Based on aggregated 13F filings for Q2 2023.