SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

63 hedge funds and large institutions have $49.1M invested in Western Asset Intermediate Muni Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
12
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$2.55M
2
SCM
2
Saba Capital Management
New York
$6.16M
3
CCP
3
Clough Capital Partners
Massachusetts
$1.06M
4
WP
4
Woodline Partners
California
$702K
5
LPL Financial
5
LPL Financial
California
$1.73M

Top Sellers

1
WTC
1
WhitTier Trust Company
Nevada
$1.97M
2
RCM
2
Robinson Capital Management
Michigan
$694K
3
1CP
3
1607 Capital Partners
Virginia
$10.9M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
LSC
5
Logan Stone Capital
Illinois
$526K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$47.6K 6,020 -25 -0.4%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$21K 2,597 +2,597 New
BEI
53
Benjamin Edwards Inc
Missouri
$20K 2,480 +22 +0.9%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$10.5K 1,334 +1,334 New
SPIA
55
Steward Partners Investment Advisory
New York
$7.96K 1,007 – –
Bank of America
56
Bank of America
North Carolina
$7.39K 935 +935 New
NA
57
NewEdge Advisors
Louisiana
$7.09K 897 – –
BAM
58
Belpointe Asset Management
Nevada
$4.82K 610 – –
SWA
59
SOA Wealth Advisors
New York
$3.82K 483 – –
SWM
60
Spire Wealth Management
Virginia
$2.61K 330 – –
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$1.85K 233,749 -2,700 -1%
Bessemer Group
62
Bessemer Group
New Jersey
$1K 180 -170 -49%
WAM
63
Wolverine Asset Management
Illinois
– – -75,891 Closed
MIG
64
Mariner Investment Group
New York
– – -36,068 Closed
LCM
65
Landscape Capital Management
New Jersey
– – -10,866 Closed
DP
66
Dearborn Partners
Illinois
– – -10,500 Closed
PFA
67
Pathway Financial Advisers
Indiana
– – -2,977 Closed
EWA
68
EverSource Wealth Advisors
Alabama
– – -640 Closed
IA
69
IFP Advisors
Florida
– – -147 Closed
CFGS
70
Concourse Financial Group Securities
Alabama
– – – –
FIA
71
FNY Investment Advisers
New York
$0 50 +50 New
1 2
3