SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

59 hedge funds and large institutions have $56.2M invested in Western Asset Intermediate Muni Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
59
Holders Change
-7
Holders Change %
-10.61%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$8.12M
2
RCM
2
Rivernorth Capital Management
Florida
$4.43M
3
LSC
3
Logan Stone Capital
Illinois
$1.57M
4
Citadel Advisors
4
Citadel Advisors
Florida
$261K
5
SCM
5
Saba Capital Management
New York
$8.29M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$144K
2
SIA
2
SkyView Investment Advisors
New Jersey
$0
3
PAS
3
Park Avenue Securities
New York
$0
4
TIM
4
Tortoise Investment Management
New York
$1.02M
5
WTC
5
WhitTier Trust Company
Nevada
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
SWMG
26
Sard Wealth Management Group
Georgia
$267K 34,740 +34,740 New
Citadel Advisors
27
Citadel Advisors
Florida
$261K 33,852 +33,852 New
FPCP
28
Fort Point Capital Partners
California
$190K 24,713 +8,425 +52%
Stifel Financial
29
Stifel Financial
Missouri
$183K 23,767 +102 +0.4%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$177K 22,967 +5,777 +34%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$175K 22,791 -1,134 -5%
MWM
32
Melfa Wealth Management
Massachusetts
$175K 22,747 – –
ATPW
33
Ashton Thomas Private Wealth
Arizona
$173K 22,463 – –
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$165K 21,373 -920 -4%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$164K 21,292 -3,847 -15%
Mariner
36
Mariner
Kansas
$159K 20,619 – –
AWA
37
Aquire Wealth Advisors
Utah
$151K 19,660 – –
LCM
38
Landscape Capital Management
New Jersey
$146K 18,962 +18,962 New
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$144K 18,640 -99,176 -84%
CAN
40
Cetera Advisor Networks
California
$142K 18,402 +4,990 +37%
Creative Planning
41
Creative Planning
Kansas
$136K 17,663 – –
HighTower Advisors
42
HighTower Advisors
Illinois
$126K 18,522 +6,539 +55%
BHWM
43
Bar Harbor Wealth Management
New Hampshire
$116K 15,110 – –
First Trust Advisors
44
First Trust Advisors
Illinois
$114K 14,840 -7,769 -34%
PMG
45
ProVise Management Group
Florida
$106K 13,750 -12,000 -47%
TPWA
46
TRUE Private Wealth Advisors
Oregon
$94K 12,210 – –
NCM
47
Narwhal Capital Management
Georgia
$82.1K 10,661 +172 +2%
Osaic Holdings
48
Osaic Holdings
Arizona
$57.2K 7,425 -3,605 -33%
Bank of America
49
Bank of America
North Carolina
$45.7K 5,935 -1,582 -21%
WAM
50
Wolverine Asset Management
Illinois
$38.5K 5,000 +2,597 +108%
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