SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

54 hedge funds and large institutions have $23.9M invested in Western Asset Intermediate Muni Fund in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$856K
2
AA
Ancora Advisors
Ohio
$746K
3
WAM
Wolverine Asset Management
Illinois
$749K
4
WTC
WhitTier Trust Company
Nevada
$2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$348K

Top Sellers

1
LCM
Laurion Capital Management
New York
$0
2
CRC
Curi RMB Capital
Illinois
$932K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$369K
4
Morgan Stanley
Morgan Stanley
New York
$3.23M
5
CF
Centaurus Financial
California
$240
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
AQR Arbitrage
Connecticut
$249K +$45.7K +5,411 +22%
HK
27
Horizon Kinetics
New York
$228K -$4.25K -503 -2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$224K +$224K +26,490 New
TIM
29
Tortoise Investment Management
New York
$175K +$25.4K +3,000 +17%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$165K – – –
6M
31
6 Meridian
Kansas
$165K +$5.76K +679 +4%
AWS
32
AJ Wealth Strategies
New York
$143K +$143K +16,945 New
BHWM
33
Bar Harbor Wealth Management
New Hampshire
$128K – – –
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$127K +$127K +15,000 New
CPIG
35
Chicago Partners Investment Group
Illinois
$124K +$124K +15,000 New
MML Investors Services
36
MML Investors Services
Massachusetts
$120K +$3.53K +416 +3%
Stifel Financial
37
Stifel Financial
Missouri
$117K – – –
BFEC
38
Benjamin F. Edwards & Company
Missouri
$116K +$187 +22 +0.2%
SC
39
Stratford Consulting
Texas
$114K +$1.16K +137 +1%
1CP
40
1607 Capital Partners
Virginia
$110K +$110K +13,000 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$93K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$85K – – –
AG
43
Advisor Group
Arizona
$55K – – –
US Bancorp
44
US Bancorp
Minnesota
$50K – – –
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$47K – – –
WF
46
WealthTrust Fairport
Ohio
$31K – – –
CHC
47
City Holding Co
West Virginia
$29K – – –
QCIG
48
Quad-Cities Investment Group
Iowa
$26K +$91 +11 +0.4%
SPIA
49
Steward Partners Investment Advisory
New York
$25K – – –
MFT
50
Moisand Fitzgerald Tamayo
Florida
$22K – – –
1
2
3