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SBI

Western Asset Intermediate Muni Fund
SBI

60 hedge funds and large institutions have $51.5M invested in Western Asset Intermediate Muni Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

7% more capital invested

Capital invested by funds: $48.2M → $51.5M (+$3.35M)

3% more ownership

Funds ownership: 37.26% → 40.25% (+3%)

5% less funds holding

Funds holding: 63 → 60 (-3)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$2.15M
2
PPA
Parametric Portfolio Associates
Washington
+$1.1M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$916K
4
RCM
Rivernorth Capital Management
Florida
+$579K
5
SPIA
Steward Partners Investment Advisory
New York
+$308K

Top Sellers

Rank Fund Capital Flow
1
ACA
Ackerman Capital Advisors
Texas
-$557K
2
KAS
Kestra Advisory Services
Texas
-$505K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$307K
4
APA
Allegiant Private Advisors
Florida
-$264K
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$216K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
51
Moisand Fitzgerald Tamayo
Florida
$24K – – –
BEI
52
Benjamin Edwards Inc
Missouri
$22K +$102 +11 +0.5%
Citigroup
53
Citigroup
New York
$11K -$592 -64 -5%
IAIM
54
International Assets Investment Management
Florida
$9K – – –
US Bancorp
55
US Bancorp
Minnesota
$5K – – –
SWA
56
SOA Wealth Advisors
New York
$4K – – –
SWM
57
Spire Wealth Management
Virginia
$3K +$3.05K +330 New
GWM
58
Geneos Wealth Management
Colorado
$2K – – –
HFS
59
Hantz Financial Services
Michigan
$2K +$2.34K +253 New
KAS
60
Kestra Advisory Services
Texas
– -$505K -55,006 Closed
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
– -$132K -14,401 Closed
LB
62
Leo Brokerage
Texas
– -$99K -10,709 Closed
WFA
63
Wellspring Financial Advisors
Ohio
– -$96K -10,400 Closed
Northern Trust
64
Northern Trust
Illinois
– -$1K -10,000 Closed
AWG
65
Altus Wealth Group
Colorado
– -$25K -2,758 Closed
AIM
66
Anchor Investment Management
South Carolina
– -$18.4K -2,000 Closed
MF
67
Manchester Financial
California
– -$5K -500 Closed
1 2
3

SBI Hedge Fund Activity: Q1 2021 in Review

60 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q1 2021, worth a combined $51.5M — up 7% from $48.2M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SBI and 10 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 19 added.

The largest buyer was 1607 Capital Partners, adding an estimated $2.15M. The largest seller was Ackerman Capital Advisors, cutting an estimated $557K.

  • 60 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q1 2021, down from 63 in Q4 2020.
  • Funds reported $51.5M of Western Asset Intermediate Muni Fund stock for Q1 2021, up 7% quarter-over-quarter.
  • 10 funds opened new Western Asset Intermediate Muni Fund positions in Q1 2021 and 12 closed out, a net change of -2 holders.
  • The largest Western Asset Intermediate Muni Fund buyer in Q1 2021 was 1607 Capital Partners, an estimated $2.15M added.
  • The largest Western Asset Intermediate Muni Fund seller in Q1 2021 was Ackerman Capital Advisors, an estimated $557K sold.

Based on aggregated 13F filings for Q1 2021.