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SBI

Western Asset Intermediate Muni Fund

58 hedge funds and large institutions have $56M invested in Western Asset Intermediate Muni Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $56.5M → $56M (-$426K)

1.91% less ownership

Funds ownership: 52.18%50.28% (-1.9%)

3% less funds holding

Funds holding: 6058 (-2)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

54% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 26

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$9.71M +$1.35M +171,456 +16%
RCM
2
Rivernorth Capital Management
Florida
$8.43M +$3.83M +488,188 +85%
SCM
3
Saba Capital Management
New York
$7.97M -$548K -69,820 -6%
1CP
4
1607 Capital Partners
Virginia
$7M -$3.77M -479,889 -35%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.38M
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$1.79M +$65K +8,289 +4%
Morgan Stanley
7
Morgan Stanley
New York
$1.75M -$1.8M -229,685 -51%
LSC
8
Logan Stone Capital
Illinois
$1.59M -$22K -2,809 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.56M -$51K -6,500 -3%
LPL Financial
10
LPL Financial
California
$1.36M -$16K -2,042 -1%
WTC
11
WhitTier Trust Company
Nevada
$1.2M -$56K -7,143 -4%
UBS Group
12
UBS Group
Switzerland
$777K +$21.7K +2,763 +3%
WT
13
Whittier Trust
California
$730K -$121K -15,414 -14%
TIM
14
Tortoise Investment Management
New York
$687K -$356K -45,370 -34%
SIA
15
SkyView Investment Advisors
New Jersey
$677K +$670K +85,443 New
WA
16
Waverly Advisors
Alabama
$672K +$665K +84,807 New
AGM
17
Alpine Global Management
New York
$626K +$621K +79,100 New
AA
18
AQR Arbitrage
Connecticut
$577K -$197K -25,059 -26%
RPA
19
Rock Point Advisors
Vermont
$536K -$6.87K -875 -1%
SFWA
20
Summit Financial Wealth Advisors
Louisiana
$425K -$83.2K -10,600 -17%
FPCP
21
Fort Point Capital Partners
California
$397K +$199K +25,389 +103%
KCM
22
Kempner Capital Management
Texas
$379K
WA
23
Whitebox Advisors
Minnesota
$342K +$338K +43,141 New
Wells Fargo
24
Wells Fargo
California
$337K -$34.5K -4,401 -9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$324K -$71K -9,055 -18%

SBI Hedge Fund Activity: Q1 2024 in Review

58 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q1 2024, worth a combined $56M — down 0.75% from $56.5M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SBI and 8 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 12 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.83M. The largest seller was 1607 Capital Partners, cutting an estimated $3.77M.

  • 58 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q1 2024, down from 60 in Q4 2023.
  • Funds reported $56M of Western Asset Intermediate Muni Fund stock for Q1 2024, down 0.75% quarter-over-quarter.
  • 8 funds opened new Western Asset Intermediate Muni Fund positions in Q1 2024 and 9 closed out, a net change of -1 holder.
  • The largest Western Asset Intermediate Muni Fund buyer in Q1 2024 was Rivernorth Capital Management, an estimated $3.83M added.
  • The largest Western Asset Intermediate Muni Fund seller in Q1 2024 was 1607 Capital Partners, an estimated $3.77M sold.

Based on aggregated 13F filings for Q1 2024.