SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

29 hedge funds and large institutions have $16M invested in Western Asset Intermediate Muni Fund in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Kempner Capital Management
Texas
$678K
2
Morgan Stanley
2
Morgan Stanley
New York
$3.16M
3
WT
3
Whittier Trust
California
$1.25M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$975K
5
FIMG
5
Financial & Investment Management Group
Michigan
$107K

Top Sellers

1
TIM
1
Tortoise Investment Management
New York
$1.15M
2
AAM
2
Advisors Asset Management
Colorado
$2.21M
3
LPL Financial
3
LPL Financial
California
$180K
4
KFS
4
KMS Financial Services
Washington
$0
5
Wells Fargo
5
Wells Fargo
California
$942K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.16M 323,375 +40,866 +14%
AAM
2
Advisors Asset Management
Colorado
$2.21M 226,165 -14,414 -6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.34M 137,750 -750 -0.5%
WT
4
Whittier Trust
California
$1.25M 128,019 +25,981 +25%
TIM
5
Tortoise Investment Management
New York
$1.15M 118,283 -16,000 -12%
WTC
6
WhitTier Trust Company
Nevada
$1M 102,762 +5,511 +6%
First Trust Advisors
7
First Trust Advisors
Illinois
$975K 99,888 +13,147 +15%
Wells Fargo
8
Wells Fargo
California
$942K 96,480 -5,805 -6%
KCM
9
Kempner Capital Management
Texas
$678K 69,427 +69,427 New
RJA
10
Raymond James & Associates
Florida
$660K 67,610 +4,461 +7%
U
11
UBS
Switzerland
$447K 45,783 +5,000 +12%
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$286K 29,300 – –
NL
13
NWAM LLC
Washington
$271K 27,769 -450 -2%
B
14
Baird
Wisconsin
$197K 20,194 – –
LPL Financial
15
LPL Financial
California
$180K 18,449 -10,422 -36%
BFEC
16
Benjamin F. Edwards & Company
Missouri
$174K 17,831 +8,191 +85%
PMG
17
ProVise Management Group
Florida
$164K 16,800 – –
SC
18
Stratford Consulting
Texas
$162K 16,621 +205 +1%
FM
19
Foster & Motley
Ohio
$127K 13,000 – –
FIMG
20
Financial & Investment Management Group
Michigan
$107K 11,000 +11,000 New
CHC
21
City Holding Co
West Virginia
$103K 10,780 – –
SIA
22
Sit Investment Associates
Minnesota
$98K 10,000 – –
Bank of America
23
Bank of America
North Carolina
$80K 8,228 – –
US Bancorp
24
US Bancorp
Minnesota
$58K 5,925 – –
BWFA
25
Baltimore-Washington Financial Advisors
Maryland
$40K 4,145 – –
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