Western Asset Intermediate Muni Fund
SBI
36 hedge funds and large institutions have $17.5M invested in Western Asset Intermediate Muni Fund in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 6 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
0.62% less ownership
Funds ownership: 12.8% → 12.18% (-0.62%)
2% less capital invested
Capital invested by funds: $17.8M → $17.5M (-$305K)
3% less funds holding
Funds holding: 37 → 36 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
Top Sellers
SBI Hedge Fund Activity: Q4 2015 in Review
36 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q4 2015, worth a combined $17.5M — down 1.7% from $17.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of SBI and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 8 added.
The largest buyer was Horizon Kinetics, opening a new position worth an estimated $401K. The largest seller was Summit Financial Wealth Advisors, exiting entirely with an estimated $877K sold.
- 36 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q4 2015, down from 37 in Q3 2015.
- Funds reported $17.5M of Western Asset Intermediate Muni Fund stock for Q4 2015, down 1.7% quarter-over-quarter.
- 5 funds opened new Western Asset Intermediate Muni Fund positions in Q4 2015 and 6 closed out, a net change of -1 holder.
- The largest Western Asset Intermediate Muni Fund buyer in Q4 2015 was Horizon Kinetics, an estimated $401K added.
- The largest Western Asset Intermediate Muni Fund seller in Q4 2015 was Summit Financial Wealth Advisors, an estimated $877K sold.
Based on aggregated 13F filings for Q4 2015.