SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

59 hedge funds and large institutions have $49.7M invested in Western Asset Intermediate Muni Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
17
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$4.36M
2
SCM
2
Saba Capital Management
New York
$6.66M
3
LSC
3
Logan Stone Capital
Illinois
$753K
4
AA
4
AQR Arbitrage
Connecticut
$458K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$80K

Top Sellers

1
CCP
1
Clough Capital Partners
Massachusetts
$0
2
WP
2
Woodline Partners
California
$0
3
LPL Financial
3
LPL Financial
California
$1.43M
4
WTC
4
WhitTier Trust Company
Nevada
$1.73M
5
ICMP
5
Integrated Capital Management (Pennsylvania)
Pennsylvania
$132K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$266K 34,892 -5,519 -14%
Wells Fargo
27
Wells Fargo
California
$255K 33,492 +1 +0%
First Trust Advisors
28
First Trust Advisors
Illinois
$212K 27,833 -4,356 -14%
Mariner
29
Mariner
Kansas
$199K 26,132 -1,656 -6%
PMG
30
ProVise Management Group
Florida
$196K 25,750 – –
Stifel Financial
31
Stifel Financial
Missouri
$188K 24,659 +8,889 +56%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$184K 24,159 +86 +0.4%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$182K 23,900 -9,320 -28%
BI
34
Bulldog Investors
New Jersey
$182K 23,832 +8,137 +52%
MWM
35
Melfa Wealth Management
Massachusetts
$173K 22,747 -2,161 -9%
ATPW
36
Ashton Thomas Private Wealth
Arizona
$171K 22,463 – –
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$170K 22,293 -10,640 -32%
AWA
38
Aquire Wealth Advisors
Utah
$150K 19,660 -19,660 -50%
ICMP
39
Integrated Capital Management (Pennsylvania)
Pennsylvania
$132K 17,381 -21,661 -55%
RJA
40
Raymond James & Associates
Florida
$121K 15,816 -258 -2%
BHWM
41
Bar Harbor Wealth Management
New Hampshire
$115K 15,110 – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$113K 14,814 -5,968 -29%
CWM
43
Connecticut Wealth Management
Connecticut
$104K 13,600 – –
CAN
44
Cetera Advisor Networks
California
$102K 13,369 +450 +3%
TPWA
45
TRUE Private Wealth Advisors
Oregon
$93K 12,210 – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$88.9K 11,664 – –
NCM
47
Narwhal Capital Management
Georgia
$88.5K 11,608 -91 -0.8%
MML Investors Services
48
MML Investors Services
Massachusetts
$80K 10,458 +10,458 New
HighTower Advisors
49
HighTower Advisors
Illinois
$79K 12,653 +322 +3%
US Bancorp
50
US Bancorp
Minnesota
$61K 8,000 +1,000 +14%
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