SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

57 hedge funds and large institutions have $53.7M invested in Western Asset Intermediate Muni Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 3 closing their positions.

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$12.8M
2
WA
2
Whitebox Advisors
Minnesota
$1.33M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$818K
4
AGM
4
Alpine Global Management
New York
$1.11M
5
RJA
5
Raymond James & Associates
Florida
$724K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$1.56M
2
1CP
2
1607 Capital Partners
Virginia
$6.18M
3
SIA
3
SkyView Investment Advisors
New Jersey
$150K
4
AA
4
AQR Arbitrage
Connecticut
$104K
5
LSC
5
Logan Stone Capital
Illinois
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$304K +$187K +23,755 +159%
WAM
27
Wolverine Asset Management
Illinois
$248K +$248K +31,609 New
BI
28
Bulldog Investors
New Jersey
$206K – – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$181K +$11.3K +1,432 +7%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$181K +$1.16K +148 +0.6%
Stifel Financial
31
Stifel Financial
Missouri
$181K -$6.36K -809 -3%
MWM
32
Melfa Wealth Management
Massachusetts
$179K – – –
Nomura Holdings
33
Nomura Holdings
Japan
$178K – – –
ATPW
34
Ashton Thomas Private Wealth
Arizona
$177K – – –
BBPWM
35
Blue Bell Private Wealth Management
Pennsylvania
$175K +$158K +20,111 +961%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$172K +$7.65K +973 +5%
AWA
37
Aquire Wealth Advisors
Utah
$155K – – –
Mariner
38
Mariner
Kansas
$154K -$8 -1 -0%
SIA
39
SkyView Investment Advisors
New Jersey
$150K -$522K -66,367 -78%
Creative Planning
40
Creative Planning
Kansas
$143K +$3.75K +477 +3%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$123K -$14.7K -1,866 -11%
RCM
42
Robinson Capital Management
Michigan
$123K -$95.1K -12,126 -44%
BHWM
43
Bar Harbor Wealth Management
New Hampshire
$119K – – –
SWMG
44
Sard Wealth Management Group
Georgia
$117K +$117K +14,944 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$105K -$32.6K -4,151 -24%
AA
46
AQR Arbitrage
Connecticut
$104K -$469K -59,695 -82%
PMG
47
ProVise Management Group
Florida
$84.5K – – –
KAS
48
Kestra Advisory Services
Texas
$84.5K +$84.5K +10,750 New
HighTower Advisors
49
HighTower Advisors
Illinois
$58K -$4.6K -800 -7%
Osaic Holdings
50
Osaic Holdings
Arizona
$56.3K -$1.26K -160 -2%
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