SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

56 hedge funds and large institutions have $55.7M invested in Western Asset Intermediate Muni Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$1.24M
2
GC
2
Guggenheim Capital
Illinois
$1M
3
SIA
3
Sit Investment Associates
Minnesota
$10.5M
4
CA
4
Carson Advisory
Georgia
$733K
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.22M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$5.15M
2
AGM
2
Alpine Global Management
New York
$0
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$1.77M
4
SCM
4
Saba Capital Management
New York
$1.03M
5
FPCP
5
Fort Point Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$25K 3,045 +1,216 +66%
SWA
52
SOA Wealth Advisors
New York
$3.96K 483 – –
SPIA
53
Steward Partners Investment Advisory
New York
$2.88K 351 – –
SWM
54
Spire Wealth Management
Virginia
$2.71K 330 – –
Bessemer Group
55
Bessemer Group
New Jersey
$2K 257 +76 +42%
AGM
56
Alpine Global Management
New York
– – -140,999 Closed
FPCP
57
Fort Point Capital Partners
California
– – -61,276 Closed
LCM
58
Landscape Capital Management
New Jersey
– – -38,715 Closed
Stifel Financial
59
Stifel Financial
Missouri
– – -23,017 Closed
Creative Planning
60
Creative Planning
Kansas
– – -18,140 Closed
RCM
61
Robinson Capital Management
Michigan
– – -15,672 Closed
AA
62
AQR Arbitrage
Connecticut
– – -13,200 Closed
NA
63
NewEdge Advisors
Louisiana
– – -424 Closed
CFGS
64
Concourse Financial Group Securities
Alabama
– – – –
FIA
65
FNY Investment Advisers
New York
$0 50 +50 New
1 2
3