SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

26 hedge funds and large institutions have $14.3M invested in Western Asset Intermediate Muni Fund in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
–
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$2.29M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$278K
3
NL
3
NWAM LLC
Washington
$269K
4
WT
4
Whittier Trust
California
$971K
5
U
5
UBS
Switzerland
$388K

Top Sellers

1
FIMG
1
Financial & Investment Management Group
Michigan
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$2.69M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
Bank of America
4
Bank of America
North Carolina
$78K
5
KFS
5
KMS Financial Services
Washington
$100K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.69M 282,509 -7,703 -3%
AAM
2
Advisors Asset Management
Colorado
$2.29M 240,579 +45,871 +24%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.32M 138,500 +2,750 +2%
TIM
4
Tortoise Investment Management
New York
$1.28M 134,283 -3,000 -2%
Wells Fargo
5
Wells Fargo
California
$974K 102,285 +11,794 +13%
WT
6
Whittier Trust
California
$971K 102,038 +19,703 +24%
WTC
7
WhitTier Trust Company
Nevada
$926K 97,251 +1,512 +2%
First Trust Advisors
8
First Trust Advisors
Illinois
$826K 86,741 +453 +0.5%
RJA
9
Raymond James & Associates
Florida
$601K 63,149 -2,942 -4%
U
10
UBS
Switzerland
$388K 40,783 +18,783 +85%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$278K 29,300 +29,300 New
LPL Financial
12
LPL Financial
California
$275K 28,871 +10,608 +58%
NL
13
NWAM LLC
Washington
$269K 28,219 +28,219 New
B
14
Baird
Wisconsin
$192K 20,194 – –
PMG
15
ProVise Management Group
Florida
$160K 16,800 +300 +2%
SC
16
Stratford Consulting
Texas
$156K 16,416 +206 +1%
FM
17
Foster & Motley
Ohio
$124K 13,000 -675 -5%
CHC
18
City Holding Co
West Virginia
$103K 10,780 – –
KFS
19
KMS Financial Services
Washington
$100K 10,500 -6,000 -36%
SIA
20
Sit Investment Associates
Minnesota
$95K 10,000 – –
BFEC
21
Benjamin F. Edwards & Company
Missouri
$92K 9,640 +122 +1%
Bank of America
22
Bank of America
North Carolina
$78K 8,228 -6,066 -42%
US Bancorp
23
US Bancorp
Minnesota
$56K 5,925 – –
BWFA
24
Baltimore-Washington Financial Advisors
Maryland
$39K 4,145 – –
CFSG
25
Community Financial Services Group
Vermont
$38K 3,950 +3,950 New
1
2