Western Asset Intermediate Muni Fund
SBI
58 hedge funds and large institutions have $56.1M invested in Western Asset Intermediate Muni Fund in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 8 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
4% more capital invested
Capital invested by funds: $53.9M → $56.1M (+$2.16M)
0% more funds holding
Funds holding: 58 → 58 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
0.16% less ownership
Funds ownership: 48.77% → 48.61% (-0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.22M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$984K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$721K |
| 4 |
CA
Carson Advisory
Athens,
Georgia
|
+$719K |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
+$415K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.28M |
| 2 |
AGM
Alpine Global Management
New York
|
-$1.11M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$676K |
| 4 |
SCM
Saba Capital Management
New York
|
-$591K |
| 5 |
FPCP
Fort Point Capital Partners
San Francisco,
California
|
-$482K |
SBI Hedge Fund Activity: Q3 2024 in Review
58 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q3 2024, worth a combined $56.1M — up 4% from $53.9M a quarter earlier.
Fund positioning in SBI was balanced in Q3 2024: 8 funds opened new positions, 8 closed out, 18 added to existing stakes and 17 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $1.22M. The largest seller was 1607 Capital Partners, cutting an estimated $1.28M.
- 58 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $56.1M of Western Asset Intermediate Muni Fund stock for Q3 2024, up 4% quarter-over-quarter.
- 8 funds opened new Western Asset Intermediate Muni Fund positions in Q3 2024 and 8 closed out, a net change of 0 holders.
- The largest Western Asset Intermediate Muni Fund buyer in Q3 2024 was Avantax Advisory Services, an estimated $1.22M added.
- The largest Western Asset Intermediate Muni Fund seller in Q3 2024 was 1607 Capital Partners, an estimated $1.28M sold.
Based on aggregated 13F filings for Q3 2024.