SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

53 hedge funds and large institutions have $35.1M invested in Western Asset Intermediate Muni Fund in 2019 Q2 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
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
1.15%
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
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.1M
2
Wells Fargo
2
Wells Fargo
California
$5.62M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.57M
4
RJA
4
Raymond James & Associates
Florida
$449K
5
SFG
5
StrategIQ Financial Group
Indiana
$875K

Top Sellers

1
OC
1
Oppenheimer & Co
New York
$0
2
PAS
2
Park Avenue Securities
New York
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.03M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$89K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$591K
Name Market Value Shares Shares
Change 		Shares
Change %
PMG
26
ProVise Management Group
Florida
$234K 26,200 -1,250 -5%
TIM
27
Tortoise Investment Management
New York
$220K 24,645 – –
Stifel Financial
28
Stifel Financial
Missouri
$164K 18,366 +2,013 +12%
DAS
29
Dynamic Advisor Solutions
Arizona
$136K 15,240 – –
BHWM
30
Bar Harbor Wealth Management
New Hampshire
$135K 15,110 – –
SC
31
Stratford Consulting
Texas
$124K 13,824 +129 +0.9%
6M
32
6 Meridian
Kansas
$121K 13,566 -903 -6%
TJHA
33
Thomas J. Herzfeld Advisors
Florida
$111K 12,417 +12,417 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$103K 11,525 -2,174 -16%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$100K 11,139 +57 +0.5%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$98K 11,007 – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$90K 10,000 – –
Baird Financial Group
38
Baird Financial Group
Wisconsin
$89K 10,000 -6,994 -41%
AAM
39
Advisors Asset Management
Colorado
$89K 9,912 +9,912 New
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$63K 7,000 – –
AG
41
Advisor Group
Arizona
$58K 6,500 – –
US Bancorp
42
US Bancorp
Minnesota
$53K 5,925 – –
FMII
43
Farmers & Merchants Investments Inc
Nebraska
$44K 4,955 – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$31K 3,470 – –
MFT
45
Moisand Fitzgerald Tamayo
Florida
$23K 2,581 – –
RIA
46
Realta Investment Advisors
Delaware
$22K 2,450 +1,200 +96%
BEI
47
Benjamin Edwards Inc
Missouri
$20K 2,194 +2,194 New
PMFA
48
Plante Moran Financial Advisors
Michigan
$18K 2,000 – –
AIM
49
Anchor Investment Management
South Carolina
$17.9K 2,000 – –
QCIG
50
Quad-Cities Investment Group
Iowa
$11K 1,146 +10 +0.9%
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