SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

43 hedge funds and large institutions have $19.9M invested in Western Asset Intermediate Muni Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$1.18M
2
CRC
2
Curi RMB Capital
Illinois
$1.01M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.7M
4
WTC
4
WhitTier Trust Company
Nevada
$1.01M
5
LCM
5
Landscape Capital Management
New Jersey
$407K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$639K
2
COLIM
2
City of London Investment Management
United Kingdom
$0
3
TSS
3
Two Sigma Securities
New York
$0
4
T
4
Thomaspartners
Massachusetts
$0
5
TIM
5
Tortoise Investment Management
New York
$199K
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
26
Wolverine Asset Management
Illinois
$162K 18,791 -10,541 -36%
6M
27
6 Meridian
Kansas
$156K 18,014 +3,706 +26%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$147K 16,994 -1 -0%
BHWM
29
Bar Harbor Wealth Management
New Hampshire
$131K 15,110 – –
MML Investors Services
30
MML Investors Services
Massachusetts
$118K 13,669 -726 -5%
SC
31
Stratford Consulting
Texas
$114K 13,149 -6,414 -33%
LNC
32
Lincoln National Corp
Pennsylvania
$93K 10,720 -10,720 -50%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$72K 8,329 +58 +0.7%
AG
34
Advisor Group
Arizona
$56K 6,500 – –
US Bancorp
35
US Bancorp
Minnesota
$51K 5,925 – –
IWM
36
IHT Wealth Management
Illinois
$44K 5,140 +40 +0.8%
WF
37
WealthTrust Fairport
Ohio
$32K 3,651 +3,651 New
CHC
38
City Holding Co
West Virginia
$29K 3,400 – –
SPIA
39
Steward Partners Investment Advisory
New York
$25K 3,000 -1,800 -38%
WAM
40
Wealthspire Advisors (Maryland)
Maryland
– – – –
MFT
41
Moisand Fitzgerald Tamayo
Florida
$22K 2,581 – –
AIM
42
Anchor Investment Management
South Carolina
$17.3K 2,000 – –
HNB
43
Huntington National Bank
Ohio
– – – –
GWM
44
Geneos Wealth Management
Colorado
$4K 510 – –
TRCT
45
Tower Research Capital (TRC)
New York
$1K 173 +173 New
COLIM
46
City of London Investment Management
United Kingdom
– – -37,761 Closed
TSS
47
Two Sigma Securities
New York
– – -17,471 Closed
T
48
Thomaspartners
Massachusetts
– – -15,000 Closed
PWM
49
Paulson Wealth Management
Illinois
– – -3,589 Closed
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