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SBI

Western Asset Intermediate Muni Fund

34 hedge funds and large institutions have $17.8M invested in Western Asset Intermediate Muni Fund in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

10% more capital invested

Capital invested by funds: $16.1M → $17.8M (+$1.68M)

6% more funds holding

Funds holding: 3234 (+2)

1.18% more ownership

Funds ownership: 11.78%12.96% (+1.2%)

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.59M +$236K +24,173 +7%
AAM
2
Advisors Asset Management
Colorado
$2.01M -$103K -10,530 -5%
WT
3
Whittier Trust
California
$1.64M +$222K +22,726 +16%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.36M +$17.1K +1,750 +1%
WTC
5
WhitTier Trust Company
Nevada
$1.32M +$263K +26,970 +25%
TIM
6
Tortoise Investment Management
New York
$998K
Wells Fargo
7
Wells Fargo
California
$995K +$19.2K +1,971 +2%
First Trust Advisors
8
First Trust Advisors
Illinois
$948K -$19.1K -1,960 -2%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$741K +$611K +62,624 +469%
UBS Group
10
UBS Group
Switzerland
$673K +$673K +69,012 New
RJA
11
Raymond James & Associates
Florida
$653K +$22.1K +2,263 +4%
KCM
12
Kempner Capital Management
Texas
$467K
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$286K
LPL Financial
14
LPL Financial
California
$229K +$79.9K +8,200 +54%
Bank of America
15
Bank of America
North Carolina
$199K
B
16
Baird
Wisconsin
$197K
BFEC
17
Benjamin F. Edwards & Company
Missouri
$176K +$1.19K +122 +0.7%
CWM
18
Concert Wealth Management
California
$174K +$174K +17,869 New
SC
19
Stratford Consulting
Texas
$166K +$2.02K +207 +1%
T
20
Thomaspartners
Massachusetts
$146K +$146K +15,000 New
PMG
21
ProVise Management Group
Florida
$138K
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$123K
OC
23
Oppenheimer & Co
New York
$113K +$113K +11,565 New
FM
24
Foster & Motley
Ohio
$108K -$18.5K -1,900 -15%
SIA
25
Sit Investment Associates
Minnesota
$98K

SBI Hedge Fund Activity: Q4 2014 in Review

34 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q4 2014, worth a combined $17.8M — up 10% from $16.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SBI positions and 3 closed out — a net gain of 4 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $611K. The largest seller was Financial & Investment Management Group, exiting entirely with an estimated $107K sold.

  • 34 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q4 2014, up from 32 in Q3 2014.
  • Funds reported $17.8M of Western Asset Intermediate Muni Fund stock for Q4 2014, up 10% quarter-over-quarter.
  • 7 funds opened new Western Asset Intermediate Muni Fund positions in Q4 2014 and 3 closed out, a net change of +4 holders.
  • The largest Western Asset Intermediate Muni Fund buyer in Q4 2014 was Ladenburg Thalmann Financial Services, an estimated $611K added.
  • The largest Western Asset Intermediate Muni Fund seller in Q4 2014 was Financial & Investment Management Group, an estimated $107K sold.

Based on aggregated 13F filings for Q4 2014.