SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

54 hedge funds and large institutions have $54.4M invested in Western Asset Intermediate Muni Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$368K
2
KAS
2
Kestra Advisory Services
Texas
$295K
3
RPA
3
Rock Point Advisors
Vermont
$256K
4
First Trust Advisors
4
First Trust Advisors
Illinois
$959K
5
RCM
5
Rivernorth Capital Management
Florida
$1.89M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$135K
3
Wells Fargo
3
Wells Fargo
California
$3.3M
4
1CP
4
1607 Capital Partners
Virginia
$14M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$304K 31,219 -3,238 -9%
PMG
27
ProVise Management Group
Florida
$295K 30,250 – –
KAS
28
Kestra Advisory Services
Texas
$295K 30,257 +30,257 New
NCM
29
Narwhal Capital Management
Georgia
$265K 27,180 -435 -2%
RPA
30
Rock Point Advisors
Vermont
$256K 26,250 +26,250 New
Stifel Financial
31
Stifel Financial
Missouri
$252K 25,836 +49 +0.2%
TIM
32
Tortoise Investment Management
New York
$191K 19,620 -1,025 -5%
Bank of America
33
Bank of America
North Carolina
$184K 18,873 +22 +0.1%
ICMP
34
Integrated Capital Management (Pennsylvania)
Pennsylvania
$177K 18,168 +1,495 +9%
DAS
35
Dynamic Advisor Solutions
Arizona
$149K 15,240 – –
BHWM
36
Bar Harbor Wealth Management
New Hampshire
$147K 15,110 – –
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$135K 13,861 -38,636 -74%
MA
38
MJP Associates
Connecticut
$133K 13,751 – –
6M
39
6 Meridian
Kansas
$120K 12,281 -556 -4%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$118K 12,000 – –
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$107K 11,000 – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$106K 10,861 +261 +2%
CAN
43
Cetera Advisor Networks
California
$103K 10,580 -6,666 -39%
MCCP
44
Mission Creek Capital Partners
California
$101K 10,400 – –
WFA
45
Wellspring Financial Advisors
Ohio
$101K 10,400 – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$58K 5,943 – –
CBT
47
CoreFirst Bank & Trust
Kansas
$56K 5,694 – –
MFT
48
Moisand Fitzgerald Tamayo
Florida
$25K 2,581 – –
BEI
49
Benjamin Edwards Inc
Missouri
$23K 2,358 +17 +0.7%
HNB
50
Huntington National Bank
Ohio
– – – –
1
2
3