SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

63 hedge funds and large institutions have $48.2M invested in Western Asset Intermediate Muni Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$11.1M
2
KAS
2
Kestra Advisory Services
Texas
$505K
3
CSPIA
3
Cary Street Partners Investment Advisory
Virginia
$273K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$132K
5
LPL Financial
5
LPL Financial
California
$413K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.03M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.97M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$660K
5
WTC
5
WhitTier Trust Company
Nevada
$2.7M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$378K 41,138 +258 +0.6%
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$338K 36,762 -529 -1%
Bank of America
28
Bank of America
North Carolina
$332K 36,111 +4,142 +13%
Stifel Financial
29
Stifel Financial
Missouri
$314K 34,122 -5,403 -14%
PMG
30
ProVise Management Group
Florida
$278K 30,250 – –
CSPIA
31
Cary Street Partners Investment Advisory
Virginia
$273K 29,633 +29,633 New
AA
32
AQR Arbitrage
Connecticut
$249K 27,067 -4,884 -15%
TIM
33
Tortoise Investment Management
New York
$190K 20,645 – –
DAS
34
Dynamic Advisor Solutions
Arizona
$140K 15,240 – –
BHWM
35
Bar Harbor Wealth Management
New Hampshire
$139K 15,110 – –
6M
36
6 Meridian
Kansas
$136K 14,817 +200 +1%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$132K 14,401 +14,401 New
MA
38
MJP Associates
Connecticut
$127K 13,751 +13,751 New
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$115K 12,500 – –
ICMP
40
Integrated Capital Management (Pennsylvania)
Pennsylvania
$115K 12,466 +667 +6%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$110K 12,000 – –
LB
42
Leo Brokerage
Texas
$99K 10,709 -291 -3%
WFA
43
Wellspring Financial Advisors
Ohio
$96K 10,400 – –
MCCP
44
Mission Creek Capital Partners
California
$96K 10,400 – –
BFEC
45
Benjamin F. Edwards & Company
Missouri
$28K 3,032 -434 -13%
RA
46
Reby Advisors
Connecticut
$27K 2,891 +2,891 New
AWG
47
Altus Wealth Group
Colorado
$25K 2,758 +2,758 New
MFT
48
Moisand Fitzgerald Tamayo
Florida
$24K 2,581 – –
BEI
49
Benjamin Edwards Inc
Missouri
$21K 2,312 +24 +1%
AIM
50
Anchor Investment Management
South Carolina
$18.4K 2,000 – –
1
2
3