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SBI

Western Asset Intermediate Muni Fund

58 hedge funds and large institutions have $53.4M invested in Western Asset Intermediate Muni Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

0.34% more ownership

Funds ownership: 48.61%48.95% (+0.34%)

0% more funds holding

Funds holding: 5858 (0)

5% less capital invested

Capital invested by funds: $56.1M → $53.4M (-$2.76M)

48% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 21

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
11
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$347K +$27.8K +3,450 +8%
TIM
27
Tortoise Investment Management
New York
$327K -$182K -22,527 -35%
LA
28
LexAurum Advisors
Kansas
$271K +$282K +35,000 New
MWM
29
Melfa Wealth Management
Massachusetts
$267K
BW
30
Basepoint Wealth
Iowa
$255K -$27.3K -3,385 -9%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$206K -$87.4K -10,845 -29%
SI
32
Stephens Inc
Arkansas
$192K
Osaic Holdings
33
Osaic Holdings
Arizona
$185K +$48.4K +6,005 +34%
HighTower Advisors
34
HighTower Advisors
Illinois
$175K +$82.5K +10,240 +83%
ATPW
35
Ashton Thomas Private Wealth
Arizona
$174K
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$160K -$10.1K -1,253 -6%
AWA
37
Aquire Wealth Advisors
Utah
$152K
Mariner
38
Mariner
Kansas
$152K
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$136K -$37.7K -4,677 -21%
LSC
40
Logan Stone Capital
Illinois
$122K -$1.01M -125,812 -89%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$121K
BHWM
42
Bar Harbor Wealth Management
New Hampshire
$117K
SIA
43
SkyView Investment Advisors
New Jersey
$109K
PAS
44
PKS Advisory Services
New York
$108K +$113K +14,000 New
Citadel Advisors
45
Citadel Advisors
Florida
$105K +$109K +13,568 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$105K +$838 +104 +0.8%
RIL
47
Rothschild Investment LLC
Illinois
$96.8K
SWMG
48
Sard Wealth Management Group
Georgia
$92K -$24.6K -3,052 -20%
PMG
49
ProVise Management Group
Florida
$83.2K
GC
50
GatePass Capital
Ohio
$77.4K +$80.6K +10,000 New