SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

51 hedge funds and large institutions have $31.7M invested in Western Asset Intermediate Muni Fund in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
1.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$3.47M
2
Wells Fargo
2
Wells Fargo
California
$3.95M
3
FIMG
3
Financial & Investment Management Group
Michigan
$2.96M
4
RCM
4
Rivernorth Capital Management
Florida
$1.74M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.67M

Top Sellers

1
AA
1
Ancora Advisors
Ohio
$0
2
RCM
2
Robinson Capital Management
Michigan
$1.05M
3
CRC
3
Curi RMB Capital
Illinois
$376K
4
RJA
4
Raymond James & Associates
Florida
$240K
5
WTC
5
WhitTier Trust Company
Nevada
$1.77M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$232K 27,747 -20,783 -43%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$230K 27,503 +1,013 +4%
PMG
28
ProVise Management Group
Florida
$229K 27,450 -2,300 -8%
HK
29
Horizon Kinetics
New York
$217K 25,971 -994 -4%
TIM
30
Tortoise Investment Management
New York
$206K 24,645 +4,000 +19%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$188K 22,467 -18,674 -45%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$142K 16,994 -2,556 -13%
Stifel Financial
33
Stifel Financial
Missouri
$128K 15,346 +1,422 +10%
BHWM
34
Bar Harbor Wealth Management
New Hampshire
$126K 15,110 – –
BFEC
35
Benjamin F. Edwards & Company
Missouri
$114K 13,685 +30 +0.2%
SC
36
Stratford Consulting
Texas
$114K 13,609 +188 +1%
6M
37
6 Meridian
Kansas
$104K 12,461 -6,985 -36%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$92K 11,007 – –
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$92K 11,044 +11,044 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$84K 10,000 – –
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$58K 7,000 +1,500 +27%
AG
42
Advisor Group
Arizona
$54K 6,500 – –
US Bancorp
43
US Bancorp
Minnesota
$49K 5,925 – –
WF
44
WealthTrust Fairport
Ohio
$30K 3,651 – –
QCIG
45
Quad-Cities Investment Group
Iowa
$26K 3,150 +12 +0.4%
TRCT
46
Tower Research Capital (TRC)
New York
$23K 2,783 +2,783 New
MFT
47
Moisand Fitzgerald Tamayo
Florida
$22K 2,581 – –
AIM
48
Anchor Investment Management
South Carolina
$16.7K 2,000 – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$3K 334 +334 New
GWM
50
Geneos Wealth Management
Colorado
$2K 270 – –
1
2
3