SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

63 hedge funds and large institutions have $49.1M invested in Western Asset Intermediate Muni Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
12
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$2.55M
2
SCM
2
Saba Capital Management
New York
$6.16M
3
CCP
3
Clough Capital Partners
Massachusetts
$1.06M
4
WP
4
Woodline Partners
California
$702K
5
LPL Financial
5
LPL Financial
California
$1.73M

Top Sellers

1
WTC
1
WhitTier Trust Company
Nevada
$1.97M
2
RCM
2
Robinson Capital Management
Michigan
$694K
3
1CP
3
1607 Capital Partners
Virginia
$10.9M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
LSC
5
Logan Stone Capital
Illinois
$526K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$320K 40,411 -343 -0.8%
KIM
27
Karpus Investment Management
New York
$316K 40,000 – –
Wells Fargo
28
Wells Fargo
California
$265K 33,491 -41,552 -55%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$263K 33,220 +3,650 +12%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$260K 32,933 -500 -1%
First Trust Advisors
31
First Trust Advisors
Illinois
$255K 32,189 -2,095 -6%
Mariner
32
Mariner
Kansas
$220K 27,788 – –
PMG
33
ProVise Management Group
Florida
$204K 25,750 – –
MWM
34
Melfa Wealth Management
Massachusetts
$197K 24,908 +13 +0.1%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$190K 24,073 -139 -0.6%
ATPW
36
Ashton Thomas Private Wealth
Arizona
$178K 22,463 +22,463 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$164K 20,782 +20,782 New
AWA
38
Aquire Wealth Advisors
Utah
$156K 39,320 +19,660 +100%
ICMP
39
Integrated Capital Management (Pennsylvania)
Pennsylvania
$149K 39,042 +21,955 +128%
RJA
40
Raymond James & Associates
Florida
$127K 16,074 -3,133 -16%
Stifel Financial
41
Stifel Financial
Missouri
$125K 15,770 +43 +0.3%
BI
42
Bulldog Investors
New Jersey
$124K 15,695 +15,695 New
BHWM
43
Bar Harbor Wealth Management
New Hampshire
$119K 15,110 – –
CWM
44
Connecticut Wealth Management
Connecticut
$108K 13,600 +13,600 New
CAN
45
Cetera Advisor Networks
California
$102K 12,919 +12,919 New
TPWA
46
TRUE Private Wealth Advisors
Oregon
$96.5K 12,210 – –
NCM
47
Narwhal Capital Management
Georgia
$92.5K 11,699 +7 +0.1%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$92.2K 11,664 – –
HighTower Advisors
49
HighTower Advisors
Illinois
$81K 12,331 -9,877 -44%
US Bancorp
50
US Bancorp
Minnesota
$55.3K 7,000 +6,474 +1,231%
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