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SBI

Western Asset Intermediate Muni Fund
SBI

63 hedge funds and large institutions have $48.2M invested in Western Asset Intermediate Muni Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

13% more funds holding

Funds holding: 56 → 63 (+7)

4% more capital invested

Capital invested by funds: $46.2M → $48.2M (+$1.97M)

0.95% more ownership

Funds ownership: 36.31% → 37.26% (+0.95%)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$1.69M
2
KAS
Kestra Advisory Services
Texas
+$497K
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$268K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$130K
5
LPL Financial
LPL Financial
California
+$99.1K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$657K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$648K
3
HKAM
Horizon Kinetics Asset Management
New York
-$207K
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$191K
5
WTC
WhitTier Trust Company
Nevada
-$151K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$11K – – –
IAIM
52
International Assets Investment Management
Florida
$9K +$8.96K +992 New
MF
53
Manchester Financial
California
$5K – – –
US Bancorp
54
US Bancorp
Minnesota
$5K – – –
SWA
55
SOA Wealth Advisors
New York
$4K +$4.36K +483 New
GWM
56
Geneos Wealth Management
Colorado
$2K – – –
Northern Trust
57
Northern Trust
Illinois
$1K – – –
HKAM
58
Horizon Kinetics Asset Management
New York
– -$207K -22,865 Closed
MC
59
Matisse Capital
Oregon
– -$134K -14,797 Closed
AAS
60
Avantax Advisory Services
Texas
– -$108K -11,900 Closed
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
– -$18K -2,000 Closed
WLPWM
62
Walled Lake Planning & Wealth Management
Illinois
– -$262 -29 -49%
SIAG
63
Safeguard Investment Advisory Group
California
– +$99 +11 New
FIA
64
FNY Investment Advisers
New York
– +$903 +100 New
WAM
65
Wolverine Asset Management
Illinois
– +$903 +100 New
1 2
3

SBI Hedge Fund Activity: Q4 2020 in Review

63 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q4 2020, worth a combined $48.2M — up 4.3% from $46.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SBI positions and 5 closed out — a net gain of 7 holders — while 13 added to existing stakes and 20 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $1.69M. The largest seller was Morgan Stanley, cutting an estimated $657K.

  • 63 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q4 2020, up from 56 in Q3 2020.
  • Funds reported $48.2M of Western Asset Intermediate Muni Fund stock for Q4 2020, up 4.3% quarter-over-quarter.
  • 12 funds opened new Western Asset Intermediate Muni Fund positions in Q4 2020 and 5 closed out, a net change of +7 holders.
  • The largest Western Asset Intermediate Muni Fund buyer in Q4 2020 was 1607 Capital Partners, an estimated $1.69M added.
  • The largest Western Asset Intermediate Muni Fund seller in Q4 2020 was Morgan Stanley, an estimated $657K sold.

Based on aggregated 13F filings for Q4 2020.