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SBI

Western Asset Intermediate Muni Fund

48 hedge funds and large institutions have $22.8M invested in Western Asset Intermediate Muni Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

14% more capital invested

Capital invested by funds: $19.9M → $22.8M (+$2.86M)

12% more funds holding

Funds holding: 4348 (+5)

2.52% more ownership

Funds ownership: 16.33%18.84% (+2.5%)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
-$44K -5,140 Closed
TRCT
52
Tower Research Capital (TRC)
New York
-$1K -173 Closed

SBI Hedge Fund Activity: Q2 2018 in Review

48 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q2 2018, worth a combined $22.8M — up 14% from $19.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SBI positions and 3 closed out — a net gain of 5 holders — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $970K. The largest seller was Royal Bank of Canada, cutting an estimated $453K.

  • 48 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q2 2018, up from 43 in Q1 2018.
  • Funds reported $22.8M of Western Asset Intermediate Muni Fund stock for Q2 2018, up 14% quarter-over-quarter.
  • 8 funds opened new Western Asset Intermediate Muni Fund positions in Q2 2018 and 3 closed out, a net change of +5 holders.
  • The largest Western Asset Intermediate Muni Fund buyer in Q2 2018 was Laurion Capital Management, an estimated $970K added.
  • The largest Western Asset Intermediate Muni Fund seller in Q2 2018 was Royal Bank of Canada, an estimated $453K sold.

Based on aggregated 13F filings for Q2 2018.