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SBI

Western Asset Intermediate Muni Fund
SBI

60 hedge funds and large institutions have $49.5M invested in Western Asset Intermediate Muni Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

2% more funds holding

Funds holding: 59 → 60 (+1)

0.64% more ownership

Funds ownership: 40.38% → 41.01% (+0.64%)

9% less capital invested

Capital invested by funds: $54.7M → $49.5M (-$5.19M)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
21
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$858K
2
WTC
WhitTier Trust Company
Nevada
+$620K
3
LPL Financial
LPL Financial
California
+$381K
4
Mariner
Mariner
Kansas
+$256K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$168K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$1.02M
2
1CP
1607 Capital Partners
Virginia
-$377K
3
ACA
Ackerman Capital Advisors
Texas
-$262K
4
WT
Whittier Trust
California
-$159K
5
UBS Group
UBS Group
Switzerland
-$118K
Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$11.7M -$377K -41,646 -3%
KIM
2
Karpus Investment Management
New York
$5.51M -$1.02M -112,645 -15%
WTC
3
WhitTier Trust Company
Nevada
$3.56M +$620K +68,546 +20%
PPA
4
Parametric Portfolio Associates
Washington
$2.71M +$105K +11,637 +4%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.55M -$83.4K -9,220 -3%
WT
6
Whittier Trust
California
$2.15M -$159K -17,583 -7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.11M +$5.43K +600 +0.2%
Morgan Stanley
8
Morgan Stanley
New York
$1.77M +$27K +2,979 +1%
RCM
9
Rivernorth Capital Management
Florida
$1.71M -$12.6K -1,390 -0.7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.47M +$26.1K +2,881 +2%
LPL Financial
11
LPL Financial
California
$1.47M +$381K +42,097 +33%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$1.26M +$858K +94,876 +182%
PAS
13
Park Avenue Securities
New York
$939K +$38.7K +4,278 +4%
RCM
14
Robinson Capital Management
Michigan
$902K – – –
First Trust Advisors
15
First Trust Advisors
Illinois
$860K -$13.4K -1,485 -1%
SFG
16
StrategIQ Financial Group
Indiana
$842K +$63.4K +7,009 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$777K +$168K +18,558 +26%
SFWA
18
Summit Financial Wealth Advisors
Louisiana
$599K -$10.9K -1,208 -2%
Mariner
19
Mariner
Kansas
$567K +$256K +28,268 +75%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$516K -$15.3K -1,690 -3%
KCM
21
Kempner Capital Management
Texas
$411K – – –
RPA
22
Rock Point Advisors
Vermont
$389K +$167K +18,500 +69%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$385K +$416 +46 +0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$379K -$769 -85 -0.2%
ONB
25
Old National Bancorp
Indiana
$308K +$14.8K +1,637 +5%
1
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SBI Hedge Fund Activity: Q1 2022 in Review

60 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q1 2022, worth a combined $49.5M — down 9.5% from $54.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SBI positions and 5 closed out — a net gain of 2 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Fiera Capital (Canada), adding an estimated $858K. The largest seller was Karpus Investment Management, cutting an estimated $1.02M.

  • 60 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q1 2022, up from 59 in Q4 2021.
  • Funds reported $49.5M of Western Asset Intermediate Muni Fund stock for Q1 2022, down 9.5% quarter-over-quarter.
  • 7 funds opened new Western Asset Intermediate Muni Fund positions in Q1 2022 and 5 closed out, a net change of +2 holders.
  • The largest Western Asset Intermediate Muni Fund buyer in Q1 2022 was Fiera Capital (Canada), an estimated $858K added.
  • The largest Western Asset Intermediate Muni Fund seller in Q1 2022 was Karpus Investment Management, an estimated $1.02M sold.

Based on aggregated 13F filings for Q1 2022.