SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

62 hedge funds and large institutions have $44.8M invested in Western Asset Intermediate Muni Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 1 closing their positions.

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
19
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
SkyView Investment Advisors
New Jersey
$702K
2
WAM
2
Wolverine Asset Management
Illinois
$612K
3
LSC
3
Logan Stone Capital
Illinois
$549K
4
RPA
4
Rock Point Advisors
Vermont
$599K
5
WTC
5
WhitTier Trust Company
Nevada
$3.19M

Top Sellers

1
AC
1
Almitas Capital
California
$35K
2
Stifel Financial
2
Stifel Financial
Missouri
$115K
3
Mariner
3
Mariner
Kansas
$226K
4
KIM
4
Karpus Investment Management
New York
$4.33M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$323K
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$323K 43,903 -8,128 -16%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$294K 39,953 -1,550 -4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$287K 39,095 -5,562 -12%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$266K 36,170 -1,145 -3%
ONB
30
Old National Bancorp
Indiana
$264K 35,902 – –
UBS Group
31
UBS Group
Switzerland
$237K 32,199 +206 +0.6%
PMG
32
ProVise Management Group
Florida
$230K 31,250 – –
Mariner
33
Mariner
Kansas
$226K 30,719 -10,250 -25%
RJA
34
Raymond James & Associates
Florida
$206K 28,041 +1,535 +6%
AWA
35
Aquire Wealth Advisors
Utah
$145K 19,660 – –
TIM
36
Tortoise Investment Management
New York
$144K 19,620 – –
ICMP
37
Integrated Capital Management (Pennsylvania)
Pennsylvania
$133K 18,227 -188 -1%
NCM
38
Narwhal Capital Management
Georgia
$130K 17,724 -307 -2%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$130K 17,803 +6,695 +60%
H6H
40
Hightower 6M Holding
Kansas
$127K 17,338 +136 +0.8%
AA
41
AQR Arbitrage
Connecticut
$120K 16,280 +16,280 New
Stifel Financial
42
Stifel Financial
Missouri
$115K 15,637 -10,362 -40%
DAS
43
Dynamic Advisor Solutions
Arizona
$112K 15,240 – –
BHWM
44
Bar Harbor Wealth Management
New Hampshire
$111K 15,110 – –
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$104K 14,204 – –
TPWA
46
TRUE Private Wealth Advisors
Oregon
$89K 12,210 – –
ICM
47
Ionic Capital Management
New York
$82K 11,168 – –
CAN
48
Cetera Advisor Networks
California
$79K 10,738 +44 +0.4%
DP
49
Dearborn Partners
Illinois
$77K 10,500 +10,500 New
WFA
50
Wellspring Financial Advisors
Ohio
$76K 10,400 – –
1
2
3