SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

29 hedge funds and large institutions have $16M invested in Western Asset Intermediate Muni Fund in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Kempner Capital Management
Texas
$678K
2
Morgan Stanley
2
Morgan Stanley
New York
$3.16M
3
WT
3
Whittier Trust
California
$1.25M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$975K
5
FIMG
5
Financial & Investment Management Group
Michigan
$107K

Top Sellers

1
TIM
1
Tortoise Investment Management
New York
$1.15M
2
AAM
2
Advisors Asset Management
Colorado
$2.21M
3
LPL Financial
3
LPL Financial
California
$180K
4
KFS
4
KMS Financial Services
Washington
$0
5
Wells Fargo
5
Wells Fargo
California
$942K
Name Market Value Shares Shares
Change 		Shares
Change %
CFSG
26
Community Financial Services Group
Vermont
$39K 3,950 – –
Citigroup
27
Citigroup
New York
$32K 3,194 +3,194 New
BRWA
28
B. Riley Wealth Advisors
Florida
$16.9K 1,735 +1,735 New
KT
29
Kanaly Trust
Texas
$11K 1,147 – –
KFS
30
KMS Financial Services
Washington
– – -10,500 Closed
1
2