We are live on ! Find out more
SBI

Western Asset Intermediate Muni Fund
SBI

63 hedge funds and large institutions have $45M invested in Western Asset Intermediate Muni Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

5% more funds holding

Funds holding: 60 → 63 (+3)

2.36% more ownership

Funds ownership: 41.2% → 43.57% (+2.4%)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

4% less capital invested

Capital invested by funds: $46.7M → $45M (-$1.68M)

Holders
63
Holders Change
+3
Holders Change %
+5%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
20
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
SkyView Investment Advisors
New Jersey
+$765K
2
WAM
Wolverine Asset Management
Illinois
+$668K
3
LSC
Logan Stone Capital
Illinois
+$404K
4
RPA
Rock Point Advisors
Vermont
+$232K
5
WTC
WhitTier Trust Company
Nevada
+$204K

Top Sellers

1
AC
Almitas Capital
California
-$135K
2
Stifel Financial
Stifel Financial
Missouri
-$83K
3
Mariner
Mariner
Kansas
-$82.1K
4
KIM
Karpus Investment Management
New York
-$70.3K
5
First Trust Advisors
First Trust Advisors
Illinois
-$65.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$10.2M +$157K +19,600 +1%
KIM
2
Karpus Investment Management
New York
$4.33M -$70.3K -8,780 -1%
Morgan Stanley
3
Morgan Stanley
New York
$3.52M -$23.8K -2,970 -0.6%
WTC
4
WhitTier Trust Company
Nevada
$3.19M +$204K +25,527 +6%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.21M +$21.6K +2,700 +0.9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.87M -$801 -100 -0%
WT
7
Whittier Trust
California
$1.78M +$30.1K +3,763 +2%
RCM
8
Rivernorth Capital Management
Florida
$1.47M – – –
LPL Financial
9
LPL Financial
California
$1.39M +$17.7K +2,208 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.13M -$15.7K -1,957 -1%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$1.12M -$6.41K -800 -0.5%
RCM
12
Robinson Capital Management
Michigan
$932K +$163K +20,350 +19%
PAS
13
Park Avenue Securities
New York
$802K -$25K -3,117 -3%
SFG
14
StrategIQ Financial Group
Indiana
$729K -$15.9K -1,986 -2%
SIA
15
SkyView Investment Advisors
New Jersey
$702K +$765K +95,475 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$656K -$22.7K -2,831 -3%
WAM
17
Wolverine Asset Management
Illinois
$612K +$668K +83,335 New
RPA
18
Rock Point Advisors
Vermont
$599K +$232K +28,950 +55%
Wells Fargo
19
Wells Fargo
California
$584K +$29K +3,621 +5%
LSC
20
Logan Stone Capital
Illinois
$549K +$404K +50,431 +208%
SFWA
21
Summit Financial Wealth Advisors
Louisiana
$522K +$38.5K +4,800 +7%
MIG
22
Mariner Investment Group
New York
$470K +$178K +22,212 +53%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$392K +$52.6K +6,568 +14%
Osaic Holdings
24
Osaic Holdings
Arizona
$372K +$19.9K +2,480 +5%
KCM
25
Kempner Capital Management
Texas
$351K – – –
1
2 3

SBI Hedge Fund Activity: Q3 2022 in Review

63 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q3 2022, worth a combined $45M — down 3.6% from $46.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SBI positions and 1 closed out — a net gain of 3 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was SkyView Investment Advisors, opening a new position worth an estimated $765K. The largest seller was Almitas Capital, cutting an estimated $135K.

  • 63 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q3 2022, up from 60 in Q2 2022.
  • Funds reported $45M of Western Asset Intermediate Muni Fund stock for Q3 2022, down 3.6% quarter-over-quarter.
  • 4 funds opened new Western Asset Intermediate Muni Fund positions in Q3 2022 and 1 closed out, a net change of +3 holders.
  • The largest Western Asset Intermediate Muni Fund buyer in Q3 2022 was SkyView Investment Advisors, an estimated $765K added.
  • The largest Western Asset Intermediate Muni Fund seller in Q3 2022 was Almitas Capital, an estimated $135K sold.

Based on aggregated 13F filings for Q3 2022.