SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

47 hedge funds and large institutions have $18.6M invested in Western Asset Intermediate Muni Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
1
Curi RMB Capital
Illinois
$348K
2
UBS Group
2
UBS Group
Switzerland
$741K
3
VKH
3
Virtu KCG Holdings
New York
$317K
4
DA
4
Doliver Advisors
Texas
$412K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$530K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.45M
2
RCM
2
Robinson Capital Management
Michigan
$0
3
HK
3
Horizon Kinetics
New York
$292K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$83K
5
CWM
5
Concert Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T
26
Thomaspartners
Massachusetts
$143K 15,000 – –
LCM
27
Landscape Capital Management
New Jersey
$129K 13,576 +13,576 New
OC
28
Oppenheimer & Co
New York
$105K 11,000 +11,000 New
SPC
29
Sigma Planning Corp
Michigan
$104K 10,976 -3,002 -21%
LNC
30
Lincoln National Corp
Pennsylvania
$102K 10,720 – –
NL
31
NWAM LLC
Washington
$97K 10,206 +10,206 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$83K 8,690 -22,350 -72%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$79K 8,343 -3,880 -32%
NFG
34
Next Financial Group
Texas
$68K 7,100 – –
US Bancorp
35
US Bancorp
Minnesota
$56K 5,925 – –
AG
36
Advisor Group
Arizona
$54K 5,667 +1,797 +46%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$38K 4,000 – –
Creative Planning
38
Creative Planning
Kansas
$36K 3,785 – –
CHC
39
City Holding Co
West Virginia
$32K 3,400 – –
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$29K 3,000 +3,000 New
AIM
41
Anchor Investment Management
South Carolina
$19K 2,000 – –
PSW
42
Portfolio Strategies (Washington)
Washington
$17K 1,812 +1,812 New
KT
43
Kanaly Trust
Texas
$11K 1,147 – –
SFS
44
Sowell Financial Services
Arkansas
$11K 1,117 +1,117 New
GWM
45
Geneos Wealth Management
Colorado
$9K 1,020 – –
ACS
46
Archford Capital Strategies
Illinois
$9K 1,001 +1,001 New
RAM
47
Riggs Asset Management
Pennsylvania
$3K 300 – –
RCM
48
Robinson Capital Management
Michigan
– – -56,888 Closed
CWM
49
Concert Wealth Management
California
– – -19,393 Closed
SSB
50
Sandy Spring Bank
Maryland
– – -3,801 Closed
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