SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

60 hedge funds and large institutions have $51.5M invested in Western Asset Intermediate Muni Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 12 closing their positions.

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$13.4M
2
PPA
2
Parametric Portfolio Associates
Washington
$3.09M
3
RCM
3
Rivernorth Capital Management
Florida
$582K
4
SPIA
4
Steward Partners Investment Advisory
New York
$309K
5
WTC
5
WhitTier Trust Company
Nevada
$3.02M

Top Sellers

1
ACA
1
Ackerman Capital Advisors
Texas
$352K
2
KAS
2
Kestra Advisory Services
Texas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$768K
4
APA
4
Allegiant Private Advisors
Florida
$572K
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$555K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
26
Ackerman Capital Advisors
Texas
$352K -$560K -60,266 -61%
UBS Group
27
UBS Group
Switzerland
$314K -$68.6K -7,374 -18%
SPIA
28
Steward Partners Investment Advisory
New York
$309K +$309K +33,272 New
Stifel Financial
29
Stifel Financial
Missouri
$285K -$32K -3,444 -10%
PMG
30
ProVise Management Group
Florida
$281K – – –
NCM
31
Narwhal Capital Management
Georgia
$237K +$237K +25,491 New
TIM
32
Tortoise Investment Management
New York
$192K – – –
Bank of America
33
Bank of America
North Carolina
$171K -$165K -17,707 -49%
AA
34
AQR Arbitrage
Connecticut
$142K -$109K -11,779 -44%
DAS
35
Dynamic Advisor Solutions
Arizona
$142K – – –
BHWM
36
Bar Harbor Wealth Management
New Hampshire
$140K – – –
6M
37
6 Meridian
Kansas
$139K +$1.66K +179 +1%
ICMP
38
Integrated Capital Management (Pennsylvania)
Pennsylvania
$137K +$20.8K +2,231 +18%
CSPIA
39
Cary Street Partners Investment Advisory
Virginia
$129K +$99.3K +99,113 +334%
MA
40
MJP Associates
Connecticut
$128K – – –
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$116K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$112K – – –
Fisher Asset Management
43
Fisher Asset Management
Washington
$100K +$100K +10,730 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$99K +$99K +10,627 New
CAN
45
Cetera Advisor Networks
California
$98K +$98K +10,511 New
MCCP
46
Mission Creek Capital Partners
California
$97K – – –
BFEC
47
Benjamin F. Edwards & Company
Missouri
$55K +$26.9K +2,911 +96%
CBT
48
CoreFirst Bank & Trust
Kansas
$53K +$53K +5,694 New
SIM
49
Sonora Investment Management
Arizona
$40K +$40K +4,280 New
WAM
50
Wolverine Asset Management
Illinois
$36K +$35.1K +3,805 +3,805%
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2
3