SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

56 hedge funds and large institutions have $46.2M invested in Western Asset Intermediate Muni Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$6.98M
2
ACA
2
Ackerman Capital Advisors
Texas
$918K
3
LPL Financial
3
LPL Financial
California
$307K
4
MC
4
Matisse Capital
Oregon
$134K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$362K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Wells Fargo
2
Wells Fargo
California
$3.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.66M
4
RJA
4
Raymond James & Associates
Florida
$442K
5
BlackRock
5
BlackRock
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$2K 270 – –
Northern Trust
52
Northern Trust
Illinois
$1K 10,000 – –
WLPWM
53
Walled Lake Planning & Wealth Management
Illinois
$1K 59 +1 +2%
RCM
54
Robinson Capital Management
Michigan
– – -348,305 Closed
BlackRock
55
BlackRock
New York
– – -77,574 Closed
WAM
56
Wolverine Asset Management
Illinois
– – -23,937 Closed
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
– – -14,790 Closed
Goldman Sachs
58
Goldman Sachs
New York
– – -14,742 Closed
AO
59
Advisor OS
Illinois
– – -13,751 Closed
CAN
60
Cetera Advisor Networks
California
– – -7,240 Closed
PAG
61
Private Advisor Group
New Jersey
– – -6,690 Closed
PFO
62
Pathstone Family Office
New Jersey
$0 20 -20 -50%
Fidelity Investments
63
Fidelity Investments
Massachusetts
– – -2 Closed
CFGS
64
Concourse Financial Group Securities
Alabama
– – – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$0 30 – –
PCG
66
Private Capital Group
Connecticut
$0 8 +8 New
1 2
3