SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

59 hedge funds and large institutions have $49.2M invested in Western Asset Intermediate Muni Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$1.26M
2
WTC
2
WhitTier Trust Company
Nevada
$3.56M
3
LPL Financial
3
LPL Financial
California
$1.47M
4
Mariner
4
Mariner
Kansas
$567K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$777K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$5.51M
2
1CP
2
1607 Capital Partners
Virginia
$11.7M
3
ACA
3
Ackerman Capital Advisors
Texas
$0
4
WT
4
Whittier Trust
California
$2.15M
5
UBS Group
5
UBS Group
Switzerland
$273K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$273K 31,795 -13,023 -29%
PMG
27
ProVise Management Group
Florida
$268K 31,250 – –
Wells Fargo
28
Wells Fargo
California
$258K 29,977 -4,600 -13%
Stifel Financial
29
Stifel Financial
Missouri
$223K 25,939 +36 +0.1%
NCM
30
Narwhal Capital Management
Georgia
$185K 21,497 -1,099 -5%
RJA
31
Raymond James & Associates
Florida
$178K 20,765 -2,827 -12%
TIM
32
Tortoise Investment Management
New York
$169K 19,620 – –
AWA
33
Aquire Wealth Advisors
Utah
$169K 19,660 – –
ICMP
34
Integrated Capital Management (Pennsylvania)
Pennsylvania
$152K 17,660 -1,334 -7%
Bank of America
35
Bank of America
North Carolina
$145K 16,898 -1,979 -10%
DAS
36
Dynamic Advisor Solutions
Arizona
$131K 15,240 – –
BHWM
37
Bar Harbor Wealth Management
New Hampshire
$130K 15,110 – –
H6H
38
Hightower 6M Holding
Kansas
$127K 14,818 +14,818 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$103K 12,000 – –
TPWA
40
TRUE Private Wealth Advisors
Oregon
$98K 12,210 +12,210 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$96K 11,146 +284 +3%
ICM
42
Ionic Capital Management
New York
$96K 11,168 +11,168 New
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$94K 11,000 – –
CAN
44
Cetera Advisor Networks
California
$92K 10,652 +37 +0.3%
DP
45
Dearborn Partners
Illinois
$90K 10,500 +10,500 New
WFA
46
Wellspring Financial Advisors
Ohio
$89K 10,400 – –
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$87K 10,175 -1,337 -12%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$51K 5,943 – –
MFT
49
Moisand Fitzgerald Tamayo
Florida
$22K 2,581 – –
BEI
50
Benjamin Edwards Inc
Missouri
$21K 2,393 +12 +0.5%
1
2
3