SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

57 hedge funds and large institutions have $55.7M invested in Western Asset Intermediate Muni Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$8.43M
2
SIA
2
Sit Investment Associates
Minnesota
$9.71M
3
SIA
3
SkyView Investment Advisors
New Jersey
$677K
4
WA
4
Waverly Advisors
Alabama
$672K
5
AGM
5
Alpine Global Management
New York
$626K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$7M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.75M
3
AC
3
Almitas Capital
California
$0
4
SCM
4
Saba Capital Management
New York
$7.97M
5
RCM
5
Robinson Capital Management
Michigan
$214K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$288K 36,409 +36 +0.1%
RCM
27
Robinson Capital Management
Michigan
$214K 27,798 -59,752 -68%
BI
28
Bulldog Investors
New Jersey
$207K 26,147 -26,550 -50%
Stifel Financial
29
Stifel Financial
Missouri
$189K 23,826 +59 +0.2%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$182K 22,931 +140 +0.6%
MWM
31
Melfa Wealth Management
Massachusetts
$180K 22,747 – –
Nomura Holdings
32
Nomura Holdings
Japan
$179K 22,600 +22,600 New
ATPW
33
Ashton Thomas Private Wealth
Arizona
$178K 22,463 – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$172K 21,655 +363 +2%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$166K 20,916 +20,916 New
AWA
36
Aquire Wealth Advisors
Utah
$156K 19,660 – –
Mariner
37
Mariner
Kansas
$155K 19,619 -1,000 -5%
CAN
38
Cetera Advisor Networks
California
$146K 18,470 +68 +0.4%
Creative Planning
39
Creative Planning
Kansas
$140K 17,663 – –
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$139K 17,558 -1,082 -6%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$139K 17,543 -3,830 -18%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$138K 17,484 -5,483 -24%
BHWM
43
Bar Harbor Wealth Management
New Hampshire
$120K 15,110 – –
LCM
44
Landscape Capital Management
New Jersey
$118K 14,960 -4,002 -21%
PMG
45
ProVise Management Group
Florida
$85.1K 10,750 -3,000 -22%
HighTower Advisors
46
HighTower Advisors
Illinois
$66K 10,880 -7,642 -41%
Osaic Holdings
47
Osaic Holdings
Arizona
$58K 7,320 -105 -1%
Bank of America
48
Bank of America
North Carolina
$47K 5,935 – –
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$16.6K 2,093 +660 +46%
AWM
50
Avior Wealth Management
Nebraska
$14.5K 1,829 +1,829 New
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