We are live on ! Find out more
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
PMG
51
ProVise Management Group
Florida
$88.2K – – –
Bank of America
52
Bank of America
North Carolina
$63.7K +$22K +2,733 +54%
AWM
53
Avior Wealth Management
Nebraska
$25K +$9.78K +1,216 +66%
SWA
54
SOA Wealth Advisors
New York
$3.96K – – –
SPIA
55
Steward Partners Investment Advisory
New York
$2.88K – – –
SWM
56
Spire Wealth Management
Virginia
$2.71K – – –
Bessemer Group
57
Bessemer Group
New Jersey
$2K +$611 +76 +42%
AGM
58
Alpine Global Management
New York
– -$1.11M -140,999 Closed
FPCP
59
Fort Point Capital Partners
California
– -$482K -61,276 Closed
LCM
60
Landscape Capital Management
New Jersey
– -$304K -38,715 Closed
Stifel Financial
61
Stifel Financial
Missouri
– -$181K -23,017 Closed
Creative Planning
62
Creative Planning
Kansas
– -$143K -18,140 Closed
RCM
63
Robinson Capital Management
Michigan
– -$123K -15,672 Closed
AA
64
AQR Arbitrage
Connecticut
– -$104K -13,200 Closed
NA
65
NewEdge Advisors
Louisiana
– -$3.33K -424 Closed
FIA
66
FNY Investment Advisers
New York
– +$402 +50 New
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.