Western Asset Intermediate Muni Fund
SBI
44 hedge funds and large institutions have $19.1M invested in Western Asset Intermediate Muni Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
16% more funds holding
Funds holding: 38 → 44 (+6)
0.61% more ownership
Funds ownership: 13.94% → 14.55% (+0.61%)
0% less capital invested
Capital invested by funds: $19.1M → $19.1M (-$13.8K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$484K |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$360K |
| 3 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
+$355K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$279K |
| 5 |
OC
Oppenheimer & Co
New York
|
+$274K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$665K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$369K |
| 3 |
Morgan Stanley
New York
|
-$337K |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$285K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$146K |
SBI Hedge Fund Activity: Q4 2017 in Review
44 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q4 2017, worth a combined $19.1M — down 0.07% from $19.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SBI positions and 3 closed out — a net gain of 6 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was UBS Group, adding an estimated $484K. The largest seller was Raymond James & Associates, cutting an estimated $665K.
- 44 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q4 2017, up from 38 in Q3 2017.
- Funds reported $19.1M of Western Asset Intermediate Muni Fund stock for Q4 2017, down 0.07% quarter-over-quarter.
- 9 funds opened new Western Asset Intermediate Muni Fund positions in Q4 2017 and 3 closed out, a net change of +6 holders.
- The largest Western Asset Intermediate Muni Fund buyer in Q4 2017 was UBS Group, an estimated $484K added.
- The largest Western Asset Intermediate Muni Fund seller in Q4 2017 was Raymond James & Associates, an estimated $665K sold.
Based on aggregated 13F filings for Q4 2017.