SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

59 hedge funds and large institutions have $56.2M invested in Western Asset Intermediate Muni Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
59
Holders Change
-7
Holders Change %
-10.61%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$8.12M
2
RCM
2
Rivernorth Capital Management
Florida
$4.43M
3
LSC
3
Logan Stone Capital
Illinois
$1.57M
4
Citadel Advisors
4
Citadel Advisors
Florida
$261K
5
SCM
5
Saba Capital Management
New York
$8.29M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$144K
2
SIA
2
SkyView Investment Advisors
New Jersey
$0
3
PAS
3
Park Avenue Securities
New York
$0
4
TIM
4
Tortoise Investment Management
New York
$1.02M
5
WTC
5
WhitTier Trust Company
Nevada
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
BBPWM
51
Blue Bell Private Wealth Management
Pennsylvania
$11K 1,433 +1,433 New
SPIA
52
Steward Partners Investment Advisory
New York
$7.75K 1,007 – –
US Bancorp
53
US Bancorp
Minnesota
$7.7K 1,000 – –
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$4.42K 574 -53 -8%
SWA
55
SOA Wealth Advisors
New York
$3.72K 483 – –
NA
56
NewEdge Advisors
Louisiana
$3.27K 424 – –
SWM
57
Spire Wealth Management
Virginia
$2.54K 330 – –
Bessemer Group
58
Bessemer Group
New Jersey
$2K 248 +46 +23%
Comerica Bank
59
Comerica Bank
Texas
$1.04K 135 +116 +611%
SIA
60
SkyView Investment Advisors
New Jersey
– – -95,475 Closed
PAS
61
Park Avenue Securities
New York
– – -92,836 Closed
KIM
62
Karpus Investment Management
New York
– – -40,000 Closed
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
– – -29,896 Closed
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
– – -17,869 Closed
ICMP
65
Integrated Capital Management (Pennsylvania)
Pennsylvania
– – -17,111 Closed
CWM
66
Connecticut Wealth Management
Connecticut
– – -13,600 Closed
MML Investors Services
67
MML Investors Services
Massachusetts
– – -10,422 Closed
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
– – -5,108 Closed
BEI
69
Benjamin Edwards Inc
Missouri
– – -2,526 Closed
FIA
70
FNY Investment Advisers
New York
– – -50 Closed
CFGS
71
Concourse Financial Group Securities
Alabama
– – – –
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