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SBI

Western Asset Intermediate Muni Fund

38 hedge funds and large institutions have $19.1M invested in Western Asset Intermediate Muni Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

3% more funds holding

Funds holding: 3738 (+1)

0.19% more ownership

Funds ownership: 13.75%13.94% (+0.19%)

0% less capital invested

Capital invested by funds: $19.1M → $19.1M (-$26.2K)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.25M -$84.7K -8,600 -2%
WT
2
Whittier Trust
California
$1.41M
RJA
3
Raymond James & Associates
Florida
$1.27M -$25.5K -2,588 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.24M +$108K +10,955 +9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.22M -$67K -6,799 -5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$877K +$135K +13,685 +18%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$809K
SFWA
8
Summit Financial Wealth Advisors
Louisiana
$795K -$108K -11,000 -12%
UBS Group
9
UBS Group
Switzerland
$791K +$326K +33,137 +69%
WTC
10
WhitTier Trust Company
Nevada
$760K -$15.3K -1,550 -2%
First Trust Advisors
11
First Trust Advisors
Illinois
$572K -$115K -11,704 -17%
Wells Fargo
12
Wells Fargo
California
$562K -$50K -5,079 -8%
KCM
13
Kempner Capital Management
Texas
$465K
HK
14
Horizon Kinetics
New York
$389K
Bank of America
15
Bank of America
North Carolina
$386K +$53.8K +5,459 +16%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$360K +$14.8K +1,500 +4%
TIM
17
Tortoise Investment Management
New York
$350K
DA
18
Doliver Advisors
Texas
$323K +$2.06K +209 +0.6%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$285K
PMG
20
ProVise Management Group
Florida
$280K +$21.7K +2,200 +8%
CRC
21
Curi RMB Capital
Illinois
$243K +$246K +24,990 New
SC
22
Stratford Consulting
Texas
$188K +$2.09K +212 +1%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$184K
Baird Financial Group
24
Baird Financial Group
Wisconsin
$165K +$10 +1 +0%
MML Investors Services
25
MML Investors Services
Massachusetts
$149K -$2K -203 -1%

SBI Hedge Fund Activity: Q3 2017 in Review

38 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q3 2017, worth a combined $19.1M — down 0.14% from $19.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new SBI positions and 1 closed out — a net gain of 1 holder — while 10 added to existing stakes and 11 trimmed.

The largest buyer was UBS Group, adding an estimated $326K. The largest seller was Ameriprise, cutting an estimated $138K.

  • 38 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q3 2017, up from 37 in Q2 2017.
  • Funds reported $19.1M of Western Asset Intermediate Muni Fund stock for Q3 2017, down 0.14% quarter-over-quarter.
  • 2 funds opened new Western Asset Intermediate Muni Fund positions in Q3 2017 and 1 closed out, a net change of +1 holder.
  • The largest Western Asset Intermediate Muni Fund buyer in Q3 2017 was UBS Group, an estimated $326K added.
  • The largest Western Asset Intermediate Muni Fund seller in Q3 2017 was Ameriprise, an estimated $138K sold.

Based on aggregated 13F filings for Q3 2017.