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SBI

Western Asset Intermediate Muni Fund
SBI

58 hedge funds and large institutions have $47.7M invested in Western Asset Intermediate Muni Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

18% more funds holding

Funds holding: 49 → 58 (+9)

11% more capital invested

Capital invested by funds: $42.8M → $47.7M (+$4.89M)

3.32% more ownership

Funds ownership: 36.3% → 39.62% (+3.3%)

Holders
58
Holders Change
+9
Holders Change %
+18.37%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
18
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Robinson Capital Management
Michigan
+$2.93M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$655K
3
BlackRock
BlackRock
New York
+$652K
4
PAS
Park Avenue Securities
New York
+$577K
5
Bank of America
Bank of America
North Carolina
+$361K

Top Sellers

1
BFEC
Benjamin F. Edwards & Company
Missouri
-$774K
2
AWA
Arete Wealth Advisors
Illinois
-$492K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$377K
4
Osaic Holdings
Osaic Holdings
Arizona
-$365K
5
Morgan Stanley
Morgan Stanley
New York
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$8.83M -$39.5K -4,700 -0.5%
Wells Fargo
2
Wells Fargo
California
$5.32M -$67.6K -8,048 -1%
Morgan Stanley
3
Morgan Stanley
New York
$4.81M -$270K -32,177 -5%
RCM
4
Robinson Capital Management
Michigan
$2.99M +$2.93M +348,305 New
WTC
5
WhitTier Trust Company
Nevada
$2.69M +$70.6K +8,394 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.49M +$7.65K +910 +0.3%
WT
7
Whittier Trust
California
$2.1M +$35.1K +4,172 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.8M -$225K -26,757 -11%
PPA
9
Parametric Portfolio Associates
Washington
$1.78M +$170K +20,179 +11%
RJA
10
Raymond James & Associates
Florida
$1.36M +$121K +14,366 +10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.28M +$312K +37,139 +33%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$1.22M -$377K -44,855 -24%
AAM
13
Advisors Asset Management
Colorado
$1.01M -$7.34K -873 -0.7%
SFG
14
StrategIQ Financial Group
Indiana
$810K +$36.7K +4,369 +5%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$667K +$655K +77,944 New
BlackRock
16
BlackRock
New York
$664K +$652K +77,574 New
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$642K -$84.9K -10,100 -12%
Bank of America
18
Bank of America
North Carolina
$589K +$361K +43,000 +167%
PAS
19
Park Avenue Securities
New York
$587K +$577K +68,618 New
ACA
20
Ackerman Capital Advisors
Texas
$556K +$349K +41,507 +177%
First Trust Advisors
21
First Trust Advisors
Illinois
$462K +$2.25K +268 +0.5%
Osaic Holdings
22
Osaic Holdings
Arizona
$415K -$365K -43,384 -47%
KCM
23
Kempner Capital Management
Texas
$409K – – –
UBS Group
24
UBS Group
Switzerland
$371K -$28K -3,336 -7%
AA
25
AQR Arbitrage
Connecticut
$371K +$44.5K +5,298 +14%
1
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SBI Hedge Fund Activity: Q2 2020 in Review

58 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q2 2020, worth a combined $47.7M — up 11% from $42.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SBI positions and 4 closed out — a net gain of 10 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Robinson Capital Management, opening a new position worth an estimated $2.93M. The largest seller was Benjamin F. Edwards & Company, cutting an estimated $774K.

  • 58 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q2 2020, up from 49 in Q1 2020.
  • Funds reported $47.7M of Western Asset Intermediate Muni Fund stock for Q2 2020, up 11% quarter-over-quarter.
  • 14 funds opened new Western Asset Intermediate Muni Fund positions in Q2 2020 and 4 closed out, a net change of +10 holders.
  • The largest Western Asset Intermediate Muni Fund buyer in Q2 2020 was Robinson Capital Management, an estimated $2.93M added.
  • The largest Western Asset Intermediate Muni Fund seller in Q2 2020 was Benjamin F. Edwards & Company, an estimated $774K sold.

Based on aggregated 13F filings for Q2 2020.