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SBI

Western Asset Intermediate Muni Fund
SBI

58 hedge funds and large institutions have $53.9M invested in Western Asset Intermediate Muni Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more funds holding

Funds holding: 58 → 58 (0)

4% less capital invested

Capital invested by funds: $56M → $53.9M (-$2.09M)

1.51% less ownership

Funds ownership: 50.28% → 48.77% (-1.5%)

50% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 26

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$4.39M
2
WA
Whitebox Advisors
Minnesota
+$982K
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$809K
4
AGM
Alpine Global Management
New York
+$481K
5
RJA
Raymond James & Associates
Florida
+$433K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$6.28M
2
1CP
1607 Capital Partners
Virginia
-$755K
3
SIA
SkyView Investment Advisors
New Jersey
-$516K
4
AA
AQR Arbitrage
Connecticut
-$464K
5
LSC
Logan Stone Capital
Illinois
-$383K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$304K +$185K +23,755 +159%
BW
27
Basepoint Wealth
Iowa
$283K -$17.2K -2,209 -6%
WAM
28
Wolverine Asset Management
Illinois
$248K +$246K +31,609 New
BI
29
Bulldog Investors
New Jersey
$206K – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$181K +$11.1K +1,432 +7%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$181K +$1.15K +148 +0.6%
Stifel Financial
32
Stifel Financial
Missouri
$181K -$6.29K -809 -3%
MWM
33
Melfa Wealth Management
Massachusetts
$179K – – –
Nomura Holdings
34
Nomura Holdings
Japan
$178K – – –
ATPW
35
Ashton Thomas Private Wealth
Arizona
$177K – – –
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$175K +$156K +20,111 +961%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$172K +$7.57K +973 +5%
AWA
38
Aquire Wealth Advisors
Utah
$155K – – –
Mariner
39
Mariner
Kansas
$154K -$8 -1 -0%
SIA
40
SkyView Investment Advisors
New Jersey
$150K -$516K -66,367 -78%
Creative Planning
41
Creative Planning
Kansas
$143K +$3.71K +477 +3%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$123K -$14.5K -1,866 -11%
RCM
43
Robinson Capital Management
Michigan
$123K -$94.3K -12,126 -44%
BHWM
44
Bar Harbor Wealth Management
New Hampshire
$119K – – –
SWMG
45
Sard Wealth Management Group
Georgia
$117K +$116K +14,944 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$105K -$32.3K -4,151 -24%
AA
47
AQR Arbitrage
Connecticut
$104K -$464K -59,695 -82%
PMG
48
ProVise Management Group
Florida
$84.5K – – –
KAS
49
Kestra Advisory Services
Texas
$84.5K +$83.6K +10,750 New
HighTower Advisors
50
HighTower Advisors
Illinois
$58K -$6.22K -800 -7%
1
2
3

SBI Hedge Fund Activity: Q2 2024 in Review

58 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q2 2024, worth a combined $53.9M — down 3.7% from $56M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SBI positions and 3 closed out — a net gain of 1 holder — while 13 added to existing stakes and 26 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.39M. The largest seller was Saba Capital Management, cutting an estimated $6.28M.

  • 58 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $53.9M of Western Asset Intermediate Muni Fund stock for Q2 2024, down 3.7% quarter-over-quarter.
  • 4 funds opened new Western Asset Intermediate Muni Fund positions in Q2 2024 and 3 closed out, a net change of +1 holder.
  • The largest Western Asset Intermediate Muni Fund buyer in Q2 2024 was Rivernorth Capital Management, an estimated $4.39M added.
  • The largest Western Asset Intermediate Muni Fund seller in Q2 2024 was Saba Capital Management, an estimated $6.28M sold.

Based on aggregated 13F filings for Q2 2024.