SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

44 hedge funds and large institutions have $19.1M invested in Western Asset Intermediate Muni Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.23M
2
COLIM
2
City of London Investment Management
United Kingdom
$352K
3
SFWA
3
Summit Financial Wealth Advisors
Louisiana
$1.11M
4
WAM
4
Wolverine Asset Management
Illinois
$273K
5
OC
5
Oppenheimer & Co
New York
$268K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$564K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$480K
3
Morgan Stanley
3
Morgan Stanley
New York
$3.74M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$0
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$178K 19,000 – –
TSS
27
Two Sigma Securities
New York
$163K 17,471 +17,471 New
LCM
28
Landscape Capital Management
New Jersey
$159K 17,032 +17,032 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$158K 16,995 – –
BHWM
30
Bar Harbor Wealth Management
New Hampshire
$141K 15,110 +15,110 New
T
31
Thomaspartners
Massachusetts
$140K 15,000 – –
MML Investors Services
32
MML Investors Services
Massachusetts
$134K 14,395 -931 -6%
6M
33
6 Meridian
Kansas
$133K 14,308 +14,308 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$77K 8,271 +3,382 +69%
AG
35
Advisor Group
Arizona
$61K 6,500 +1,009 +18%
US Bancorp
36
US Bancorp
Minnesota
$55K 5,925 – –
IWM
37
IHT Wealth Management
Illinois
$48K 5,100 +5,100 New
SPIA
38
Steward Partners Investment Advisory
New York
$44K 4,800 – –
PWM
39
Paulson Wealth Management
Illinois
$33K 3,589 +3,589 New
CHC
40
City Holding Co
West Virginia
$32K 3,400 – –
MFT
41
Moisand Fitzgerald Tamayo
Florida
$24K 2,581 – –
AIM
42
Anchor Investment Management
South Carolina
$18.6K 2,000 – –
PSW
43
Portfolio Strategies (Washington)
Washington
$17K 1,812 – –
HNB
44
Huntington National Bank
Ohio
– – – –
GWM
45
Geneos Wealth Management
Colorado
$4K 510 – –
CIBC Private Wealth Group
46
CIBC Private Wealth Group
Georgia
– – -29,300 Closed
Ameriprise
47
Ameriprise
Minnesota
– – -15,000 Closed
NFG
48
Next Financial Group
Texas
– – -6,700 Closed
WAM
49
Wealthspire Advisors (Maryland)
Maryland
– – – –
1
2