SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

58 hedge funds and large institutions have $47.7M invested in Western Asset Intermediate Muni Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
58
Holders Change
+9
Holders Change %
+18.37%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
18
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$2.99M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$667K
3
BlackRock
3
BlackRock
New York
$664K
4
PAS
4
Park Avenue Securities
New York
$587K
5
Bank of America
5
Bank of America
North Carolina
$589K

Top Sellers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$30K
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.22M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$415K
5
Morgan Stanley
5
Morgan Stanley
New York
$4.81M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$321K 37,480 +3,081 +9%
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$305K 34,163 +2,827 +9%
MF
28
Manchester Financial
California
$256K 29,924 -18,686 -38%
PMG
29
ProVise Management Group
Florida
$248K 29,000 +1,800 +7%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$234K 27,393 -3,362 -11%
WAM
31
Wolverine Asset Management
Illinois
$204K 23,937 +23,937 New
HKAM
32
Horizon Kinetics Asset Management
New York
$198K 23,099 – –
TIM
33
Tortoise Investment Management
New York
$177K 20,645 – –
LPL Financial
34
LPL Financial
California
$138K 16,082 +16,082 New
DAS
35
Dynamic Advisor Solutions
Arizona
$130K 15,240 – –
BHWM
36
Bar Harbor Wealth Management
New Hampshire
$129K 15,110 – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$127K 14,790 +2,557 +21%
6M
38
6 Meridian
Kansas
$126K 14,680 +14,680 New
Goldman Sachs
39
Goldman Sachs
New York
$126K 14,742 +14,742 New
AO
40
Advisor OS
Illinois
$118K 13,751 +13,751 New
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$116K 13,500 +1,500 +13%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$102K 12,000 – –
ICMP
43
Integrated Capital Management (Pennsylvania)
Pennsylvania
$93K 10,839 +10,839 New
MCCP
44
Mission Creek Capital Partners
California
$89K 10,400 – –
CAN
45
Cetera Advisor Networks
California
$62K 7,240 +7,240 New
PAG
46
Private Advisor Group
New Jersey
$57K 6,690 +6,690 New
BFEC
47
Benjamin F. Edwards & Company
Missouri
$30K 3,466 -92,037 -96%
MFT
48
Moisand Fitzgerald Tamayo
Florida
$22K 2,581 – –
BEI
49
Benjamin Edwards Inc
Missouri
$19K 2,270 +19 +0.8%
AIM
50
Anchor Investment Management
South Carolina
$17.1K 2,000 – –
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2
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