SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

56 hedge funds and large institutions have $46.2M invested in Western Asset Intermediate Muni Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$6.98M
2
ACA
2
Ackerman Capital Advisors
Texas
$918K
3
LPL Financial
3
LPL Financial
California
$307K
4
MC
4
Matisse Capital
Oregon
$134K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$362K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Wells Fargo
2
Wells Fargo
California
$3.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.66M
4
RJA
4
Raymond James & Associates
Florida
$442K
5
BlackRock
5
BlackRock
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$307K 33,932 +17,850 +111%
Bank of America
27
Bank of America
North Carolina
$290K 31,969 -36,827 -54%
AA
28
AQR Arbitrage
Connecticut
$289K 31,951 -11,361 -26%
PMG
29
ProVise Management Group
Florida
$274K 30,250 +1,250 +4%
HKAM
30
Horizon Kinetics Asset Management
New York
$207K 22,865 -234 -1%
TIM
31
Tortoise Investment Management
New York
$187K 20,645 – –
DAS
32
Dynamic Advisor Solutions
Arizona
$138K 15,240 – –
BHWM
33
Bar Harbor Wealth Management
New Hampshire
$137K 15,110 – –
MC
34
Matisse Capital
Oregon
$134K 14,797 +14,797 New
6M
35
6 Meridian
Kansas
$132K 14,617 -63 -0.4%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$113K 12,500 -1,000 -7%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$108K 12,000 – –
AAS
38
Avantax Advisory Services
Texas
$108K 11,900 +11,900 New
ICMP
39
Integrated Capital Management (Pennsylvania)
Pennsylvania
$107K 11,799 +960 +9%
MCCP
40
Mission Creek Capital Partners
California
$94K 10,400 – –
WFA
41
Wellspring Financial Advisors
Ohio
$94K 10,400 +10,400 New
LB
42
Leo Brokerage
Texas
$94K 11,000 +11,000 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$31K 3,466 – –
MFT
44
Moisand Fitzgerald Tamayo
Florida
$23K 2,581 – –
BEI
45
Benjamin Edwards Inc
Missouri
$21K 2,288 +18 +0.8%
AIM
46
Anchor Investment Management
South Carolina
$18.1K 2,000 – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$18K 2,000 +2,000 New
Citigroup
48
Citigroup
New York
$11K 1,228 +299 +32%
MF
49
Manchester Financial
California
$5K 500 -29,424 -98%
US Bancorp
50
US Bancorp
Minnesota
$5K 526 -250 -32%
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