SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

59 hedge funds and large institutions have $46.4M invested in Western Asset Intermediate Muni Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
59
Holders Change
–
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.88M
2
Wells Fargo
2
Wells Fargo
California
$612K
3
MIG
3
Mariner Investment Group
New York
$336K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$377K
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$301K

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$419K
2
KIM
2
Karpus Investment Management
New York
$4.82M
3
Mariner
3
Mariner
Kansas
$330K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$335K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$330K 40,969 -25,012 -38%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$301K 37,315 +26,315 +239%
ONB
28
Old National Bancorp
Indiana
$289K 35,902 – –
UBS Group
29
UBS Group
Switzerland
$258K 31,993 +198 +0.6%
PMG
30
ProVise Management Group
Florida
$252K 31,250 – –
RJA
31
Raymond James & Associates
Florida
$214K 26,506 +5,741 +28%
Stifel Financial
32
Stifel Financial
Missouri
$210K 25,999 +60 +0.2%
LSC
33
Logan Stone Capital
Illinois
$196K 24,267 +24,267 New
AC
34
Almitas Capital
California
$174K 21,600 +21,600 New
AWA
35
Aquire Wealth Advisors
Utah
$158K 19,660 – –
TIM
36
Tortoise Investment Management
New York
$158K 19,620 – –
ICMP
37
Integrated Capital Management (Pennsylvania)
Pennsylvania
$148K 18,415 +755 +4%
NCM
38
Narwhal Capital Management
Georgia
$145K 18,031 -3,466 -16%
H6H
39
Hightower 6M Holding
Kansas
$139K 17,202 +2,384 +16%
DAS
40
Dynamic Advisor Solutions
Arizona
$123K 15,240 – –
BHWM
41
Bar Harbor Wealth Management
New Hampshire
$122K 15,110 – –
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$114K 14,204 +3,058 +27%
TPWA
43
TRUE Private Wealth Advisors
Oregon
$98K 12,210 – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$90K 11,108 -892 -7%
ICM
45
Ionic Capital Management
New York
$90K 11,168 – –
CAN
46
Cetera Advisor Networks
California
$86K 10,694 +42 +0.4%
WFA
47
Wellspring Financial Advisors
Ohio
$84K 10,400 – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$28K 3,470 +3,470 New
BEI
49
Benjamin Edwards Inc
Missouri
$19K 2,413 +20 +0.8%
SPIA
50
Steward Partners Investment Advisory
New York
$11K 1,337 -215 -14%
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