Western Asset Intermediate Muni Fund
SBI
59 hedge funds and large institutions have $54.7M invested in Western Asset Intermediate Muni Fund in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
120% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 10
9% more funds holding
Funds holding: 54 → 59 (+5)
0.7% more ownership
Funds ownership: 39.68% → 40.38% (+0.7%)
1% more capital invested
Capital invested by funds: $54.4M → $54.7M (+$317K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$371K |
| 2 |
ONB
Old National Bancorp
Evansville,
Indiana
|
+$332K |
| 3 |
LPL Financial
San Diego,
California
|
+$310K |
| 4 |
WT
Whittier Trust
South Pasadena,
California
|
+$167K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.94M |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$356K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$295K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$279K |
| 5 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$183K |
SBI Hedge Fund Activity: Q4 2021 in Review
59 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q4 2021, worth a combined $54.7M — up 0.58% from $54.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SBI positions and 4 closed out — a net gain of 5 holders — while 22 added to existing stakes and 10 trimmed.
The largest buyer was Fiera Capital (Canada), adding an estimated $371K. The largest seller was Wells Fargo, cutting an estimated $2.94M.
- 59 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q4 2021, up from 54 in Q3 2021.
- Funds reported $54.7M of Western Asset Intermediate Muni Fund stock for Q4 2021, up 0.58% quarter-over-quarter.
- 9 funds opened new Western Asset Intermediate Muni Fund positions in Q4 2021 and 4 closed out, a net change of +5 holders.
- The largest Western Asset Intermediate Muni Fund buyer in Q4 2021 was Fiera Capital (Canada), an estimated $371K added.
- The largest Western Asset Intermediate Muni Fund seller in Q4 2021 was Wells Fargo, an estimated $2.94M sold.
Based on aggregated 13F filings for Q4 2021.