Western Asset Intermediate Muni Fund
SBI
37 hedge funds and large institutions have $18.6M invested in Western Asset Intermediate Muni Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
9% more funds holding
Funds holding: 34 → 37 (+3)
5% more capital invested
Capital invested by funds: $17.8M → $18.6M (+$849K)
0.29% more ownership
Funds ownership: 12.96% → 13.26% (+0.29%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$446K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$324K |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$133K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$118K |
| 5 |
WTC
WhitTier Trust Company
Reno,
Nevada
|
+$105K |
Top Sellers
SBI Hedge Fund Activity: Q1 2015 in Review
37 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q1 2015, worth a combined $18.6M — up 4.8% from $17.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SBI positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $446K. The largest seller was Whittier Trust, cutting an estimated $217K.
- 37 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q1 2015, up from 34 in Q4 2014.
- Funds reported $18.6M of Western Asset Intermediate Muni Fund stock for Q1 2015, up 4.8% quarter-over-quarter.
- 5 funds opened new Western Asset Intermediate Muni Fund positions in Q1 2015 and 2 closed out, a net change of +3 holders.
- The largest Western Asset Intermediate Muni Fund buyer in Q1 2015 was Morgan Stanley, an estimated $446K added.
- The largest Western Asset Intermediate Muni Fund seller in Q1 2015 was Whittier Trust, an estimated $217K sold.
Based on aggregated 13F filings for Q1 2015.