SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

58 hedge funds and large institutions have $47.5M invested in Western Asset Intermediate Muni Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$4.68M
2
TIM
2
Tortoise Investment Management
New York
$1.52M
3
AC
3
Almitas Capital
California
$844K
4
RCM
4
Rivernorth Capital Management
Florida
$2.32M
5
UBS Group
5
UBS Group
Switzerland
$814K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$304K
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$0
3
WTC
3
WhitTier Trust Company
Nevada
$2.82M
4
WT
4
Whittier Trust
California
$1.44M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
26
Karpus Investment Management
New York
$304K 40,000 -549,695 -93%
AA
27
AQR Arbitrage
Connecticut
$282K 37,185 +20,905 +128%
MIG
28
Mariner Investment Group
New York
$274K 36,068 -27,831 -44%
First Trust Advisors
29
First Trust Advisors
Illinois
$260K 34,284 -9,619 -22%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$254K 33,433 -6,520 -16%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$224K 29,570 -6,600 -18%
Mariner
32
Mariner
Kansas
$211K 27,788 -2,931 -10%
PMG
33
ProVise Management Group
Florida
$195K 25,750 -5,500 -18%
MWM
34
Melfa Wealth Management
Massachusetts
$189K 24,895 +24,895 New
RJFSA
35
Raymond James Financial Services Advisors
Florida
$184K 24,212 -14,883 -38%
HighTower Advisors
36
HighTower Advisors
Illinois
$152K 22,208 +22,208 New
AWA
37
Aquire Wealth Advisors
Utah
$149K 19,660 – –
RJA
38
Raymond James & Associates
Florida
$146K 19,207 -8,834 -32%
ICMP
39
Integrated Capital Management (Pennsylvania)
Pennsylvania
$130K 17,087 -1,140 -6%
Stifel Financial
40
Stifel Financial
Missouri
$119K 15,727 +90 +0.6%
BHWM
41
Bar Harbor Wealth Management
New Hampshire
$115K 15,110 – –
TPWA
42
TRUE Private Wealth Advisors
Oregon
$92.7K 12,210 – –
NCM
43
Narwhal Capital Management
Georgia
$88.7K 11,692 -6,032 -34%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$88.5K 11,664 -6,139 -34%
LCM
45
Landscape Capital Management
New Jersey
$82.5K 10,866 +10,866 New
DP
46
Dearborn Partners
Illinois
$79.7K 10,500 – –
Osaic Holdings
47
Osaic Holdings
Arizona
$46K 6,045 -44,587 -88%
PFA
48
Pathway Financial Advisers
Indiana
$22.6K 2,977 +2,977 New
BEI
49
Benjamin Edwards Inc
Missouri
$19K 2,458 +23 +0.9%
SPIA
50
Steward Partners Investment Advisory
New York
$7.64K 1,007 – –
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2
3