SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

53 hedge funds and large institutions have $35.1M invested in Western Asset Intermediate Muni Fund in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.1M
2
Wells Fargo
2
Wells Fargo
California
$5.62M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.57M
4
RJA
4
Raymond James & Associates
Florida
$449K
5
SFG
5
StrategIQ Financial Group
Indiana
$875K

Top Sellers

1
OC
1
Oppenheimer & Co
New York
$0
2
PAS
2
Park Avenue Securities
New York
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.03M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$89K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$591K
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$2K 270 – –
ACA
52
Ackerman Capital Advisors
Texas
$931 104,185 +55,701 +115%
OC
53
Oppenheimer & Co
New York
– – -34,250 Closed
PAS
54
Park Avenue Securities
New York
– – -28,892 Closed
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
– – -667 Closed
TRCT
56
Tower Research Capital (TRC)
New York
– – -313 Closed
HNB
57
Huntington National Bank
Ohio
– – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$0 30 – –
CFGS
59
Concourse Financial Group Securities
Alabama
– – – –
1 2
3