SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

56 hedge funds and large institutions have $53M invested in Western Asset Intermediate Muni Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$2.67M
2
Raymond James Financial
2
Raymond James Financial
Florida
$1.31M
3
WA
3
Whitebox Advisors
Minnesota
$2.1M
4
CA
4
Carson Advisory
Georgia
$1.35M
5
WA
5
Whipplewood Advisors
Colorado
$642K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
RCM
2
Rivernorth Capital Management
Florida
$11.9M
3
LSC
3
Logan Stone Capital
Illinois
$122K
4
SIA
4
Sit Investment Associates
Minnesota
$9.15M
5
WAM
5
Wolverine Asset Management
Illinois
$41K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$347K 44,824 +3,450 +8%
TIM
27
Tortoise Investment Management
New York
$327K 42,295 -22,527 -35%
LA
28
LexAurum Advisors
Kansas
$271K 35,000 +35,000 New
MWM
29
Melfa Wealth Management
Massachusetts
$267K 34,497 – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$206K 26,678 -10,845 -29%
SI
31
Stephens Inc
Arkansas
$192K 24,750 – –
Osaic Holdings
32
Osaic Holdings
Arizona
$185K 23,875 +6,005 +34%
HighTower Advisors
33
HighTower Advisors
Illinois
$175K 22,615 +10,240 +83%
ATPW
34
Ashton Thomas Private Wealth
Arizona
$174K 22,463 – –
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$160K 20,721 -1,253 -6%
AWA
36
Aquire Wealth Advisors
Utah
$152K 19,660 – –
Mariner
37
Mariner
Kansas
$152K 19,618 – –
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$136K 17,527 -4,677 -21%
LSC
39
Logan Stone Capital
Illinois
$122K 15,728 -125,812 -89%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$121K 15,677 – –
BHWM
41
Bar Harbor Wealth Management
New Hampshire
$117K 15,110 – –
SIA
42
SkyView Investment Advisors
New Jersey
$109K 14,058 – –
PAS
43
PKS Advisory Services
New York
$108K 14,000 +14,000 New
Citadel Advisors
44
Citadel Advisors
Florida
$105K 13,568 +13,568 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$105K 13,514 +104 +0.8%
RIL
46
Rothschild Investment LLC
Illinois
$96.8K 12,500 – –
SWMG
47
Sard Wealth Management Group
Georgia
$92K 11,892 -3,052 -20%
PMG
48
ProVise Management Group
Florida
$83.2K 10,750 – –
WAM
49
Wolverine Asset Management
Illinois
$41K 5,292 -47,201 -90%
AWM
50
Avior Wealth Management
Nebraska
$20.3K 2,618 -427 -14%
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