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SBI

Western Asset Intermediate Muni Fund
SBI

58 hedge funds and large institutions have $56.1M invested in Western Asset Intermediate Muni Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

4% more capital invested

Capital invested by funds: $53.9M → $56.1M (+$2.16M)

0% more funds holding

Funds holding: 58 → 58 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.16% less ownership

Funds ownership: 48.77% → 48.61% (-0.16%)

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAS
Avantax Advisory Services
Texas
+$1.22M
2
GC
Guggenheim Capital
Illinois
+$984K
3
SIA
Sit Investment Associates
Minnesota
+$721K
4
CA
Carson Advisory
Georgia
+$719K
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$415K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$1.28M
2
AGM
Alpine Global Management
New York
-$1.11M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$676K
4
SCM
Saba Capital Management
New York
-$591K
5
FPCP
Fort Point Capital Partners
California
-$482K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$339K +$4.88K +607 +1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$308K -$27.4K -3,404 -8%
BW
28
Basepoint Wealth
Iowa
$298K +$3.06K +380 +1%
MWM
29
Melfa Wealth Management
Massachusetts
$283K +$94.5K +11,750 +52%
BI
30
Bulldog Investors
New Jersey
$214K – – –
SI
31
Stephens Inc
Arkansas
$203K +$199K +24,750 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$202K +$12.5K +1,550 +7%
ATPW
33
Ashton Thomas Private Wealth
Arizona
$184K – – –
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$182K – – –
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$180K +$684 +85 +0.4%
AWA
36
Aquire Wealth Advisors
Utah
$161K – – –
Mariner
37
Mariner
Kansas
$161K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$147K +$86.1K +10,710 +150%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$134K -$53.9K -6,706 -29%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$129K – – –
BHWM
41
Bar Harbor Wealth Management
New Hampshire
$124K – – –
SWMG
42
Sard Wealth Management Group
Georgia
$123K – – –
SIA
43
SkyView Investment Advisors
New Jersey
$115K -$40.4K -5,018 -26%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$110K +$24 +3 +0%
RIL
45
Rothschild Investment LLC
Illinois
$103K +$101K +12,500 New
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$93.4K +$91.6K +11,386 New
NAS
47
NWF Advisory Services
California
$92.3K +$90.5K +11,250 New
Nomura Holdings
48
Nomura Holdings
Japan
$90.3K -$93.2K -11,583 -51%
HighTower Advisors
49
HighTower Advisors
Illinois
$90K +$18.5K +2,295 +23%
KAS
50
Kestra Advisory Services
Texas
$88.2K – – –
1
2
3

SBI Hedge Fund Activity: Q3 2024 in Review

58 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q3 2024, worth a combined $56.1M — up 4% from $53.9M a quarter earlier.

Fund positioning in SBI was balanced in Q3 2024: 8 funds opened new positions, 8 closed out, 18 added to existing stakes and 17 trimmed.

The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $1.22M. The largest seller was 1607 Capital Partners, cutting an estimated $1.28M.

  • 58 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $56.1M of Western Asset Intermediate Muni Fund stock for Q3 2024, up 4% quarter-over-quarter.
  • 8 funds opened new Western Asset Intermediate Muni Fund positions in Q3 2024 and 8 closed out, a net change of 0 holders.
  • The largest Western Asset Intermediate Muni Fund buyer in Q3 2024 was Avantax Advisory Services, an estimated $1.22M added.
  • The largest Western Asset Intermediate Muni Fund seller in Q3 2024 was 1607 Capital Partners, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2024.