Western Asset Intermediate Muni Fund
SBI
58 hedge funds and large institutions have $53.4M invested in Western Asset Intermediate Muni Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 9 closing their positions.
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
0.34% more ownership
Funds ownership: 48.61% → 48.95% (+0.34%)
0% more funds holding
Funds holding: 58 → 58 (0)
5% less capital invested
Capital invested by funds: $56.1M → $53.4M (-$2.76M)
48% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.8M |
| 2 |
WA
Whitebox Advisors
Minneapolis,
Minnesota
|
+$806K |
| 3 |
CA
Carson Advisory
Athens,
Georgia
|
+$688K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$627K |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$405K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.06M |
| 2 |
SCM
Saba Capital Management
New York
|
-$1.03M |
| 3 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$1.01M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$810K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$380K |
SBI Hedge Fund Activity: Q4 2024 in Review
58 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q4 2024, worth a combined $53.4M — down 4.9% from $56.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SBI positions and 9 closed out — a net gain of 2 holders — while 11 added to existing stakes and 21 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $1.8M. The largest seller was Rivernorth Capital Management, cutting an estimated $1.06M.
- 58 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $53.4M of Western Asset Intermediate Muni Fund stock for Q4 2024, down 4.9% quarter-over-quarter.
- 11 funds opened new Western Asset Intermediate Muni Fund positions in Q4 2024 and 9 closed out, a net change of +2 holders.
- The largest Western Asset Intermediate Muni Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.8M added.
- The largest Western Asset Intermediate Muni Fund seller in Q4 2024 was Rivernorth Capital Management, an estimated $1.06M sold.
Based on aggregated 13F filings for Q4 2024.