SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

26 hedge funds and large institutions have $10.7M invested in Western Asset Intermediate Muni Fund in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$589K
2
WT
2
Whittier Trust
California
$487K
3
TIM
3
Tortoise Investment Management
New York
$1.27M
4
WAM
4
Wolverine Asset Management
Illinois
$333K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.59M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
Wells Fargo
2
Wells Fargo
California
$991K
3
U
3
UBS
Switzerland
$306K
4
First Trust Advisors
4
First Trust Advisors
Illinois
$930K
5
RJA
5
Raymond James & Associates
Florida
$597K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.59M 283,719 +6,171 +2%
TIM
2
Tortoise Investment Management
New York
$1.27M 139,283 +51,000 +58%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$992K 108,650 +4,500 +4%
Wells Fargo
4
Wells Fargo
California
$991K 108,542 -19,938 -16%
First Trust Advisors
5
First Trust Advisors
Illinois
$930K 101,838 -8,281 -8%
RJA
6
Raymond James & Associates
Florida
$597K 65,359 -7,745 -11%
AAM
7
Advisors Asset Management
Colorado
$589K 64,689 +64,689 New
WT
8
Whittier Trust
California
$487K 53,310 +52,310 +5,231%
WAM
9
Wolverine Asset Management
Illinois
$333K 36,576 +36,576 New
U
10
UBS
Switzerland
$306K 33,500 -10,205 -23%
DA
11
Doliver Advisors
Texas
$227K 24,886 -259 -1%
PMG
12
ProVise Management Group
Florida
$214K 23,400 -600 -3%
FM
13
Foster & Motley
Ohio
$192K 20,975 – –
B
14
Baird
Wisconsin
$184K 20,194 – –
LPL Financial
15
LPL Financial
California
$163K 18,255 -1,157 -6%
SC
16
Stratford Consulting
Texas
$146K 15,998 -2,412 -13%
Bank of America
17
Bank of America
North Carolina
$131K 14,294 -23 -0.2%
SIA
18
Sit Investment Associates
Minnesota
$91K 10,000 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$58K 6,400 – –
US Bancorp
20
US Bancorp
Minnesota
$54K 5,925 – –
BFEC
21
Benjamin F. Edwards & Company
Missouri
$45K 4,963 +4,963 New
BWFA
22
Baltimore-Washington Financial Advisors
Maryland
$38K 4,145 – –
CFSG
23
Community Financial Services Group
Vermont
$36K 3,950 – –
WTC
24
WhitTier Trust Company
Nevada
$35K 3,800 -4,900 -56%
Ameriprise
25
Ameriprise
Minnesota
$31K 3,399 +1,899 +127%
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