SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

60 hedge funds and large institutions have $51.5M invested in Western Asset Intermediate Muni Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 12 closing their positions.

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$13.4M
2
PPA
2
Parametric Portfolio Associates
Washington
$3.09M
3
RCM
3
Rivernorth Capital Management
Florida
$582K
4
SPIA
4
Steward Partners Investment Advisory
New York
$309K
5
WTC
5
WhitTier Trust Company
Nevada
$3.02M

Top Sellers

1
ACA
1
Ackerman Capital Advisors
Texas
$352K
2
KAS
2
Kestra Advisory Services
Texas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$768K
4
APA
4
Allegiant Private Advisors
Florida
$572K
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$555K
Name Market Value Shares Shares
Change 		Shares
Change %
MFT
51
Moisand Fitzgerald Tamayo
Florida
$24K 2,581 – –
BEI
52
Benjamin Edwards Inc
Missouri
$22K 2,323 +11 +0.5%
Citigroup
53
Citigroup
New York
$11K 1,164 -64 -5%
IAIM
54
International Assets Investment Management
Florida
$9K 992 – –
US Bancorp
55
US Bancorp
Minnesota
$5K 526 – –
SWA
56
SOA Wealth Advisors
New York
$4K 483 – –
SWM
57
Spire Wealth Management
Virginia
$3K 330 +330 New
GWM
58
Geneos Wealth Management
Colorado
$2K 270 – –
HFS
59
Hantz Financial Services
Michigan
$2K 253 +253 New
KAS
60
Kestra Advisory Services
Texas
– – -55,006 Closed
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
– – -14,401 Closed
LB
62
Leo Brokerage
Texas
– – -10,709 Closed
WFA
63
Wellspring Financial Advisors
Ohio
– – -10,400 Closed
Northern Trust
64
Northern Trust
Illinois
– – -10,000 Closed
AWG
65
Altus Wealth Group
Colorado
– – -2,758 Closed
AIM
66
Anchor Investment Management
South Carolina
– – -2,000 Closed
MF
67
Manchester Financial
California
– – -500 Closed
FIA
68
FNY Investment Advisers
New York
– – -100 Closed
WLPWM
69
Walled Lake Planning & Wealth Management
Illinois
– – -30 Closed
PFO
70
Pathstone Family Office
New Jersey
– – -20 Closed
SIAG
71
Safeguard Investment Advisory Group
California
– – -11 Closed
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$0 30 – –
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
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3