SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

56 hedge funds and large institutions have $39M invested in Western Asset Intermediate Muni Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 1 closing their positions.

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$1.32M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$879K
3
AAM
3
Advisors Asset Management
Colorado
$828K
4
PAS
4
Park Avenue Securities
New York
$340K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$515K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$447K
2
RCM
2
Robinson Capital Management
Michigan
$862K
3
Wells Fargo
3
Wells Fargo
California
$5.49M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.99M
5
LCM
5
Landscape Capital Management
New Jersey
$828K
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
26
Park Avenue Securities
New York
$340K 37,055 +37,055 New
MIG
27
Mariner Investment Group
New York
$329K 35,792 -4,790 -12%
TJHA
28
Thomas J. Herzfeld Advisors
Florida
$282K 30,684 +18,267 +147%
Stifel Financial
29
Stifel Financial
Missouri
$270K 29,606 +11,240 +61%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$250K 27,190 +76 +0.3%
HKAM
31
Horizon Kinetics Asset Management
New York
$247K 26,887 – –
PMG
32
ProVise Management Group
Florida
$241K 26,200 – –
TIM
33
Tortoise Investment Management
New York
$226K 24,645 – –
DAS
34
Dynamic Advisor Solutions
Arizona
$140K 15,240 – –
BHWM
35
Bar Harbor Wealth Management
New Hampshire
$139K 15,110 – –
MC
36
Matisse Capital
Oregon
$137K 14,900 +14,900 New
SC
37
Stratford Consulting
Texas
$128K 13,950 +126 +0.9%
6M
38
6 Meridian
Kansas
$127K 13,838 +272 +2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$103K 11,203 +64 +0.6%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$101K 11,007 – –
Baird Financial Group
41
Baird Financial Group
Wisconsin
$92K 10,000 – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$91K 10,000 – –
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$64K 7,000 – –
US Bancorp
44
US Bancorp
Minnesota
$54K 5,925 – –
FMII
45
Farmers & Merchants Investments Inc
Nebraska
$45K 4,955 – –
MFT
46
Moisand Fitzgerald Tamayo
Florida
$24K 2,581 – –
RIA
47
Realta Investment Advisors
Delaware
$22K 2,461 +11 +0.4%
BEI
48
Benjamin Edwards Inc
Missouri
$20K 2,214 +20 +0.9%
AIM
49
Anchor Investment Management
South Carolina
$18.4K 2,000 – –
PMFA
50
Plante Moran Financial Advisors
Michigan
$18K 2,000 – –
1
2
3