SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

48 hedge funds and large institutions have $22.8M invested in Western Asset Intermediate Muni Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$969K
2
RCM
2
Robinson Capital Management
Michigan
$1.79M
3
WTC
3
WhitTier Trust Company
Nevada
$1.61M
4
CRC
4
Curi RMB Capital
Illinois
$1.46M
5
MIG
5
Mariner Investment Group
New York
$352K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$719K
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$95K
3
UBS Group
3
UBS Group
Switzerland
$448K
4
OC
4
Oppenheimer & Co
New York
$285K
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
26
StrategIQ Financial Group
Indiana
$202K +$202K +23,300 New
Baird Financial Group
27
Baird Financial Group
Wisconsin
$169K +$22.1K +2,556 +15%
6M
28
6 Meridian
Kansas
$163K +$6.54K +753 +4%
TIM
29
Tortoise Investment Management
New York
$153K -$46.8K -5,400 -23%
BHWM
30
Bar Harbor Wealth Management
New Hampshire
$131K – – –
Stifel Financial
31
Stifel Financial
Missouri
$121K +$121K +13,924 New
MML Investors Services
32
MML Investors Services
Massachusetts
$119K +$511 +59 +0.4%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$118K +$45.9K +5,304 +64%
SC
34
Stratford Consulting
Texas
$115K +$1.17K +135 +1%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$95K -$239K -27,689 -72%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$86K -$84.2K -9,790 -49%
AG
37
Advisor Group
Arizona
$56K – – –
US Bancorp
38
US Bancorp
Minnesota
$51K – – –
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$48K +$48K +5,500 New
WF
40
WealthTrust Fairport
Ohio
$32K – – –
CHC
41
City Holding Co
West Virginia
$29K – – –
QCIG
42
Quad-Cities Investment Group
Iowa
$27K +$27K +3,127 New
SPIA
43
Steward Partners Investment Advisory
New York
$26K – – –
WAM
44
Wealthspire Advisors (Maryland)
Maryland
$23K -$23K – –
MFT
45
Moisand Fitzgerald Tamayo
Florida
$22K – – –
AIM
46
Anchor Investment Management
South Carolina
$17.3K – – –
GWM
47
Geneos Wealth Management
Colorado
$2K -$1.78K -240 -47%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1K +136 New
PMG
49
ProVise Management Group
Florida
$258 – – –
LNC
50
Lincoln National Corp
Pennsylvania
– -$93K -10,720 Closed
1
2
3