SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

49 hedge funds and large institutions have $42.8M invested in Western Asset Intermediate Muni Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$8.73M
2
AWA
2
Arete Wealth Advisors
Illinois
$492K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.45M
4
MF
4
Manchester Financial
California
$410K
5
WT
5
Whittier Trust
California
$2.04M

Top Sellers

1
ACA
1
Ackerman Capital Advisors
Texas
$198K
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
PAS
3
Park Avenue Securities
New York
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.58M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
6M
51
6 Meridian
Kansas
– – -14,243 Closed
WAM
52
Wolverine Asset Management
Illinois
– – -11,570 Closed
Baird Financial Group
53
Baird Financial Group
Wisconsin
– – -10,000 Closed
FMII
54
Farmers & Merchants Investments Inc
Nebraska
– – -4,954 Closed
RIA
55
Realta Investment Advisors
Delaware
– – -2,468 Closed
PMFA
56
Plante Moran Financial Advisors
Michigan
– – -2,000 Closed
CFGS
57
Concourse Financial Group Securities
Alabama
– – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$0 30 – –
WLPWM
59
Walled Lake Planning & Wealth Management
Illinois
$0 58 +58 New
1 2
3