SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

58 hedge funds and large institutions have $54.4M invested in Western Asset Intermediate Muni Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$2.96M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$502K
3
ONB
3
Old National Bancorp
Indiana
$330K
4
LPL Financial
4
LPL Financial
California
$1.24M
5
AWA
5
Aquire Wealth Advisors
Utah
$190K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$333K
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$73K
3
KAS
3
Kestra Advisory Services
Texas
$0
4
1CP
4
1607 Capital Partners
Virginia
$13.5M
5
KIM
5
Karpus Investment Management
New York
$7.27M
Name Market Value Shares Shares
Change 		Shares
Change %
ONB
26
Old National Bancorp
Indiana
$330K 34,265 +34,265 New
PMG
27
ProVise Management Group
Florida
$301K 31,250 +1,000 +3%
ACA
28
Ackerman Capital Advisors
Texas
$262K 27,227 -15,123 -36%
RPA
29
Rock Point Advisors
Vermont
$258K 26,750 +500 +2%
Stifel Financial
30
Stifel Financial
Missouri
$250K 25,903 +67 +0.3%
RJA
31
Raymond James & Associates
Florida
$227K 23,592 -7,627 -24%
NCM
32
Narwhal Capital Management
Georgia
$218K 22,596 -4,584 -17%
AWA
33
Aquire Wealth Advisors
Utah
$190K 19,660 +19,660 New
TIM
34
Tortoise Investment Management
New York
$189K 19,620 – –
ICMP
35
Integrated Capital Management (Pennsylvania)
Pennsylvania
$183K 18,994 +826 +5%
Bank of America
36
Bank of America
North Carolina
$182K 18,877 +4 +0%
DAS
37
Dynamic Advisor Solutions
Arizona
$147K 15,240 – –
BHWM
38
Bar Harbor Wealth Management
New Hampshire
$146K 15,110 – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$115K 12,000 – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$111K 11,512 +11,512 New
6M
41
6 Meridian
Kansas
$107K 11,061 -1,220 -10%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$106K 11,000 – –
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$105K 10,862 +1 +0%
CAN
44
Cetera Advisor Networks
California
$102K 10,615 +35 +0.3%
WFA
45
Wellspring Financial Advisors
Ohio
$100K 10,400 – –
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$73K 7,562 -36,726 -83%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$57K 5,943 – –
CBT
48
CoreFirst Bank & Trust
Kansas
$55K 5,694 – –
MFT
49
Moisand Fitzgerald Tamayo
Florida
$25K 2,581 – –
BEI
50
Benjamin Edwards Inc
Missouri
$23K 2,381 +23 +1%
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