SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

43 hedge funds and large institutions have $21.3M invested in Western Asset Intermediate Muni Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$1.33M
2
SFWA
2
Summit Financial Wealth Advisors
Louisiana
$1.03M
3
DA
3
Doliver Advisors
Texas
$325K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$275K
5
CRC
5
Curi RMB Capital
Illinois
$320K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$923K
2
LPL Financial
2
LPL Financial
California
$226K
3
WTC
3
WhitTier Trust Company
Nevada
$973K
4
TIM
4
Tortoise Investment Management
New York
$380K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Stratford Consulting
Texas
$194K 18,290 +207 +1%
PMG
27
ProVise Management Group
Florida
$171K 16,112 +500 +3%
T
28
Thomaspartners
Massachusetts
$159K 15,000 – –
SPC
29
Sigma Planning Corp
Michigan
$147K 13,877 +112 +0.8%
BFEC
30
Benjamin F. Edwards & Company
Missouri
$128K 12,138 -5,646 -32%
LNC
31
Lincoln National Corp
Pennsylvania
$113K 10,720 +10,720 New
NFG
32
Next Financial Group
Texas
$94K 8,900 -915 -9%
WAM
33
Wolverine Asset Management
Illinois
$69K 6,552 +6,552 New
US Bancorp
34
US Bancorp
Minnesota
$63K 5,925 – –
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$42K 4,000 – –
Creative Planning
36
Creative Planning
Kansas
$40K 3,785 – –
SSB
37
Sandy Spring Bank
Maryland
$40K 3,801 – –
CHC
38
City Holding Co
West Virginia
$36K 3,400 +3,400 New
AG
39
Advisor Group
Arizona
$26K 2,479 +2,479 New
AIM
40
Anchor Investment Management
South Carolina
$21.2K 2,000 – –
KT
41
Kanaly Trust
Texas
$12K 1,147 – –
GWM
42
Geneos Wealth Management
Colorado
$10K 1,020 – –
RAM
43
Riggs Asset Management
Pennsylvania
$3K 300 – –
MFT
44
Moisand Fitzgerald Tamayo
Florida
– – -2,581 Closed
Citigroup
45
Citigroup
New York
– – -464 Closed
AIG
46
American International Group
New York
– – -200 Closed
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