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SBI

Western Asset Intermediate Muni Fund
SBI

24 hedge funds and large institutions have $9.95M invested in Western Asset Intermediate Muni Fund in 2013 Q2 according to their latest regulatory filings, with 24 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7.44% more ownership

Funds ownership: 0% → 7.44% (+7.4%)

Holders
24
Holders Change
+24
Holders Change %
–
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.64M +$2.76M +277,548 New
Wells Fargo
2
Wells Fargo
California
$1.22M +$1.28M +128,480 New
First Trust Advisors
3
First Trust Advisors
Illinois
$1.05M +$1.1M +110,119 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$989K +$1.04M +104,150 New
TIM
5
Tortoise Investment Management
New York
$839K +$878K +88,283 New
RJA
6
Raymond James & Associates
Florida
$694K +$727K +73,104 New
U
7
UBS
Switzerland
$416K +$435K +43,705 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$358K +$374K +37,640 New
DA
9
Doliver Advisors
Texas
$239K +$250K +25,145 New
PMG
10
ProVise Management Group
Florida
$228K +$239K +24,000 New
FM
11
Foster & Motley
Ohio
$199K +$209K +20,975 New
B
12
Baird
Wisconsin
$192K +$201K +20,194 New
LPL Financial
13
LPL Financial
California
$184K +$193K +19,412 New
SC
14
Stratford Consulting
Texas
$175K +$183K +18,410 New
Bank of America
15
Bank of America
North Carolina
$136K +$142K +14,317 New
SIA
16
Sit Investment Associates
Minnesota
$95K +$99.4K +10,000 New
WTC
17
WhitTier Trust Company
Nevada
$83K +$86.5K +8,700 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$61K +$63.6K +6,400 New
US Bancorp
19
US Bancorp
Minnesota
$56K +$58.9K +5,925 New
BWFA
20
Baltimore-Washington Financial Advisors
Maryland
$39K +$41.2K +4,145 New
CFSG
21
Community Financial Services Group
Vermont
$38K +$39.3K +3,950 New
Ameriprise
22
Ameriprise
Minnesota
$14K +$14.9K +1,500 New
WT
23
Whittier Trust
California
$10K +$9.94K +1,000 New
CTC
24
Central Trust Company
Missouri
$3K +$3.48K +350 New

SBI Hedge Fund Activity: Q2 2013 in Review

24 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q2 2013, worth a combined $9.95M.

Buyers outnumbered sellers: 24 funds opened new SBI positions and 0 closed out — a net gain of 24 holders — while 0 added to existing stakes and 0 trimmed.

  • 24 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $9.95M of Western Asset Intermediate Muni Fund stock for Q2 2013.
  • 24 funds opened new Western Asset Intermediate Muni Fund positions in Q2 2013 and 0 closed out, a net change of +24 holders.

Based on aggregated 13F filings for Q2 2013.