SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

66 hedge funds and large institutions have $50.4M invested in Western Asset Intermediate Muni Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 0 closing their positions.

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
23
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$4.34M
2
SCM
2
Saba Capital Management
New York
$7.52M
3
API
3
Advisor Partners II
California
$451K
4
LSC
4
Logan Stone Capital
Illinois
$1.15M
5
AA
5
AQR Arbitrage
Connecticut
$670K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$3.66M
2
WT
2
Whittier Trust
California
$980K
3
WTC
3
WhitTier Trust Company
Nevada
$1.44M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.13M
5
TIM
5
Tortoise Investment Management
New York
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
26
Kempner Capital Management
Texas
$342K 47,800 – –
Wells Fargo
27
Wells Fargo
California
$307K 42,811 +9,319 +28%
KIM
28
Karpus Investment Management
New York
$286K 40,000 – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$214K 29,896 -4,996 -14%
PMG
30
ProVise Management Group
Florida
$184K 25,750 – –
RJFSA
31
Raymond James Financial Services Advisors
Florida
$180K 25,139 +980 +4%
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$171K 23,925 +25 +0.1%
Stifel Financial
33
Stifel Financial
Missouri
$169K 23,665 -994 -4%
MWM
34
Melfa Wealth Management
Massachusetts
$163K 22,747 – –
First Trust Advisors
35
First Trust Advisors
Illinois
$162K 22,609 -5,224 -19%
ATPW
36
Ashton Thomas Private Wealth
Arizona
$161K 22,463 – –
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$160K 22,293 – –
Mariner
38
Mariner
Kansas
$148K 20,619 -5,513 -21%
AWA
39
Aquire Wealth Advisors
Utah
$141K 19,660 – –
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$128K 17,869 +17,869 New
Creative Planning
41
Creative Planning
Kansas
$126K 17,663 +17,663 New
RJA
42
Raymond James & Associates
Florida
$123K 17,208 +1,392 +9%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$123K 17,190 +2,376 +16%
ICMP
44
Integrated Capital Management (Pennsylvania)
Pennsylvania
$123K 17,111 -270 -2%
FPCP
45
Fort Point Capital Partners
California
$117K 16,288 +16,288 New
BHWM
46
Bar Harbor Wealth Management
New Hampshire
$108K 15,110 – –
CWM
47
Connecticut Wealth Management
Connecticut
$97.4K 13,600 – –
CAN
48
Cetera Advisor Networks
California
$96K 13,412 +43 +0.3%
TPWA
49
TRUE Private Wealth Advisors
Oregon
$87.4K 12,210 – –
Osaic Holdings
50
Osaic Holdings
Arizona
$79K 11,030 +7,030 +176%
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