SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

54 hedge funds and large institutions have $31.7M invested in Western Asset Intermediate Muni Fund in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
$1.4M
2
Wells Fargo
Wells Fargo
California
$4.81M
3
Morgan Stanley
Morgan Stanley
New York
$4.27M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$643K
5
PAS
Park Avenue Securities
New York
$253K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$0
2
CRC
Curi RMB Capital
Illinois
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
AA
AQR Arbitrage
Connecticut
$443K
5
RCM
Robinson Capital Management
Michigan
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
26
ProVise Management Group
Florida
$242K – – –
HKAM
27
Horizon Kinetics Asset Management
New York
$238K +$238K +26,983 New
TIM
28
Tortoise Investment Management
New York
$217K – – –
Baird Financial Group
29
Baird Financial Group
Wisconsin
$150K – – –
Stifel Financial
30
Stifel Financial
Missouri
$145K +$8.93K +1,007 +7%
DAS
31
Dynamic Advisor Solutions
Arizona
$134K +$134K +15,240 New
BHWM
32
Bar Harbor Wealth Management
New Hampshire
$133K – – –
6M
33
6 Meridian
Kansas
$127K +$17.6K +2,008 +16%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$121K +$124 +14 +0.1%
SC
35
Stratford Consulting
Texas
$121K +$760 +86 +0.6%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$98K +$336 +38 +0.3%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$97K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$89K – – –
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$62K – – –
AG
40
Advisor Group
Arizona
$57K – – –
US Bancorp
41
US Bancorp
Minnesota
$52K – – –
FMII
42
Farmers & Merchants Investments Inc
Nebraska
$44K +$44K +4,955 New
WF
43
WealthTrust Fairport
Ohio
$32K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$31K +$31K +3,470 New
MFT
45
Moisand Fitzgerald Tamayo
Florida
$23K – – –
PMFA
46
Plante Moran Financial Advisors
Michigan
$18K +$18K +2,000 New
AIM
47
Anchor Investment Management
South Carolina
$17.6K – – –
HNB
48
Huntington National Bank
Ohio
$11K – – –
RIA
49
Realta Investment Advisors
Delaware
$11K +$11K +1,250 New
QCIG
50
Quad-Cities Investment Group
Iowa
$10K -$17.7K -2,014 -64%
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