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SBI

Western Asset Intermediate Muni Fund
SBI

58 hedge funds and large institutions have $56M invested in Western Asset Intermediate Muni Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $56.5M → $56M (-$426K)

1.91% less ownership

Funds ownership: 52.18% → 50.28% (-1.9%)

3% less funds holding

Funds holding: 60 → 58 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

54% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 26

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$3.83M
2
SIA
Sit Investment Associates
Minnesota
+$1.35M
3
SIA
SkyView Investment Advisors
New Jersey
+$670K
4
WA
Waverly Advisors
Alabama
+$665K
5
AGM
Alpine Global Management
New York
+$621K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$3.77M
2
Morgan Stanley
Morgan Stanley
New York
-$1.8M
3
AC
Almitas Capital
California
-$568K
4
SCM
Saba Capital Management
New York
-$548K
5
RCM
Robinson Capital Management
Michigan
-$469K
Name Holding Trade Value Shares
Change 		Change in
Stake
BW
26
Basepoint Wealth
Iowa
$302K +$1.63K +208 +0.5%
RJA
27
Raymond James & Associates
Florida
$288K +$282 +36 +0.1%
RCM
28
Robinson Capital Management
Michigan
$214K -$469K -59,752 -68%
BI
29
Bulldog Investors
New Jersey
$207K -$208K -26,550 -50%
Stifel Financial
30
Stifel Financial
Missouri
$189K +$463 +59 +0.2%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$182K +$1.1K +140 +0.6%
MWM
32
Melfa Wealth Management
Massachusetts
$180K – – –
Nomura Holdings
33
Nomura Holdings
Japan
$179K +$177K +22,600 New
ATPW
34
Ashton Thomas Private Wealth
Arizona
$178K – – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$172K +$2.85K +363 +2%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$166K +$164K +20,916 New
AWA
37
Aquire Wealth Advisors
Utah
$156K – – –
Mariner
38
Mariner
Kansas
$155K -$7.85K -1,000 -5%
CAN
39
Cetera Advisor Networks
California
$146K +$534 +68 +0.4%
Creative Planning
40
Creative Planning
Kansas
$140K – – –
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$139K -$8.49K -1,082 -6%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$139K -$30K -3,830 -18%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$138K -$43K -5,483 -24%
BHWM
44
Bar Harbor Wealth Management
New Hampshire
$120K – – –
LCM
45
Landscape Capital Management
New Jersey
$118K -$31.4K -4,002 -21%
PMG
46
ProVise Management Group
Florida
$85.1K -$23.5K -3,000 -22%
HighTower Advisors
47
HighTower Advisors
Illinois
$66K -$60K -7,642 -41%
Osaic Holdings
48
Osaic Holdings
Arizona
$58K -$824 -105 -1%
Bank of America
49
Bank of America
North Carolina
$47K – – –
BBPWM
50
Blue Bell Private Wealth Management
Pennsylvania
$16.6K +$5.18K +660 +46%
1
2
3

SBI Hedge Fund Activity: Q1 2024 in Review

58 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q1 2024, worth a combined $56M — down 0.75% from $56.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SBI and 8 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 12 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.83M. The largest seller was 1607 Capital Partners, cutting an estimated $3.77M.

  • 58 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q1 2024, down from 60 in Q4 2023.
  • Funds reported $56M of Western Asset Intermediate Muni Fund stock for Q1 2024, down 0.75% quarter-over-quarter.
  • 8 funds opened new Western Asset Intermediate Muni Fund positions in Q1 2024 and 9 closed out, a net change of -1 holder.
  • The largest Western Asset Intermediate Muni Fund buyer in Q1 2024 was Rivernorth Capital Management, an estimated $3.83M added.
  • The largest Western Asset Intermediate Muni Fund seller in Q1 2024 was 1607 Capital Partners, an estimated $3.77M sold.

Based on aggregated 13F filings for Q1 2024.