SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

49 hedge funds and large institutions have $42.8M invested in Western Asset Intermediate Muni Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
$8.73M
2
AWA
Arete Wealth Advisors
Illinois
$492K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.45M
4
MF
Manchester Financial
California
$410K
5
WT
Whittier Trust
California
$2.04M

Top Sellers

1
ACA
Ackerman Capital Advisors
Texas
$198K
2
IAA
Independent Advisor Alliance
North Carolina
$0
3
PAS
Park Avenue Securities
New York
$0
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$1.58M
5
LCM
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
26
ProVise Management Group
Florida
$229K +$8.42K +1,000 +4%
Bank of America
27
Bank of America
North Carolina
$217K +$72K +8,561 +50%
ACA
28
Ackerman Capital Advisors
Texas
$198K -$1.66M -196,907 -89%
HKAM
29
Horizon Kinetics Asset Management
New York
$195K -$27.3K -3,239 -12%
TIM
30
Tortoise Investment Management
New York
$174K – – –
DAS
31
Dynamic Advisor Solutions
Arizona
$128K – – –
BHWM
32
Bar Harbor Wealth Management
New Hampshire
$127K – – –
SC
33
Stratford Consulting
Texas
$120K +$592 +70 +0.5%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$103K +$103K +12,233 New
MC
35
Matisse Capital
Oregon
$102K -$23.4K -2,777 -19%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$101K +$16.8K +2,000 +20%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$101K +$42.1K +5,000 +71%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$93K – – –
MCCP
39
Mission Creek Capital Partners
California
$88K – – –
MFT
40
Moisand Fitzgerald Tamayo
Florida
$22K – – –
BEI
41
Benjamin Edwards Inc
Missouri
$19K +$93 +11 +0.5%
AIM
42
Anchor Investment Management
South Carolina
$16.9K – – –
Citigroup
43
Citigroup
New York
$8K +$1.78K +207 +29%
HPC
44
HM Payson & Co
Maine
$6K +$6K +680 New
US Bancorp
45
US Bancorp
Minnesota
$4K – – –
Northern Trust
46
Northern Trust
Illinois
$3K – – –
GWM
47
Geneos Wealth Management
Colorado
$2K – – –
IAA
48
Independent Advisor Alliance
North Carolina
– -$441K -48,535 Closed
PAS
49
Park Avenue Securities
New York
– -$412K -45,397 Closed
LCM
50
Landscape Capital Management
New Jersey
– -$163K -17,950 Closed
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