SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

63 hedge funds and large institutions have $48.2M invested in Western Asset Intermediate Muni Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$11.1M
2
APA
2
Allegiant Private Advisors
Florida
$829K
3
KAS
3
Kestra Advisory Services
Texas
$505K
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$273K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$132K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.03M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.97M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$660K
5
WTC
5
WhitTier Trust Company
Nevada
$2.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$11K 1,228 – –
IAIM
52
International Assets Investment Management
Florida
$9K 992 +992 New
US Bancorp
53
US Bancorp
Minnesota
$5K 526 – –
MF
54
Manchester Financial
California
$5K 500 – –
SWA
55
SOA Wealth Advisors
New York
$4K 483 +483 New
GWM
56
Geneos Wealth Management
Colorado
$2K 270 – –
Northern Trust
57
Northern Trust
Illinois
$1K 10,000 – –
HKAM
58
Horizon Kinetics Asset Management
New York
– – -22,865 Closed
MC
59
Matisse Capital
Oregon
– – -14,797 Closed
AAS
60
Avantax Advisory Services
Texas
– – -11,900 Closed
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
– – -2,000 Closed
WLPWM
62
Walled Lake Planning & Wealth Management
Illinois
$0 30 -29 -49%
PCG
63
Private Capital Group
Connecticut
– – -8 Closed
CFGS
64
Concourse Financial Group Securities
Alabama
– – – –
PFO
65
Pathstone Family Office
New Jersey
$0 20 – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$0 30 – –
SIAG
67
Safeguard Investment Advisory Group
California
$0 11 +11 New
WAM
68
Wolverine Asset Management
Illinois
$0 100 +100 New
FIA
69
FNY Investment Advisers
New York
$0 100 +100 New
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