SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

32 hedge funds and large institutions have $16.1M invested in Western Asset Intermediate Muni Fund in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.33M
2
WT
2
Whittier Trust
California
$1.41M
3
KFS
3
KMS Financial Services
Washington
$152K
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$130K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$122K

Top Sellers

1
NL
1
NWAM LLC
Washington
$0
2
KCM
2
Kempner Capital Management
Texas
$464K
3
TIM
3
Tortoise Investment Management
New York
$993K
4
AAM
4
Advisors Asset Management
Colorado
$2.11M
5
LPL Financial
5
LPL Financial
California
$147K
Name Market Value Shares Shares
Change 		Shares
Change %
NFG
26
Next Financial Group
Texas
$65K 6,700 +6,700 New
US Bancorp
27
US Bancorp
Minnesota
$58K 5,925 – –
BWFA
28
Baltimore-Washington Financial Advisors
Maryland
$40K 4,145 – –
CFSG
29
Community Financial Services Group
Vermont
$38K 3,950 – –
Citigroup
30
Citigroup
New York
$16K 1,671 -1,523 -48%
KT
31
Kanaly Trust
Texas
$11K 1,147 – –
RAM
32
Riggs Asset Management
Pennsylvania
$3K 300 +300 New
NL
33
NWAM LLC
Washington
– – -27,769 Closed
BRWA
34
B. Riley Wealth Advisors
Florida
– – -1,735 Closed
1
2