SBI

Western Asset Intermediate Muni Fund

34 hedge funds and large institutions have $17.8M invested in Western Asset Intermediate Muni Fund in 2014 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.59M 367,555 +24,173 +7%
AAM
2
Advisors Asset Management
Colorado
$2.01M 206,482 -10,530 -5%
WT
3
Whittier Trust
California
$1.64M 168,342 +22,726 +16%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.36M 139,500 +1,750 +1%
WTC
5
WhitTier Trust Company
Nevada
$1.32M 135,811 +26,970 +25%
TIM
6
Tortoise Investment Management
New York
$998K 102,283
Wells Fargo
7
Wells Fargo
California
$995K 101,904 +1,971 +2%
First Trust Advisors
8
First Trust Advisors
Illinois
$948K 97,157 -1,960 -2%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$741K 75,984 +62,624 +469%
UBS Group
10
UBS Group
Switzerland
$673K 69,012 +69,012 New
RJA
11
Raymond James & Associates
Florida
$653K 66,913 +2,263 +4%
KCM
12
Kempner Capital Management
Texas
$467K 47,800
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$286K 29,300
LPL Financial
14
LPL Financial
California
$229K 23,441 +8,200 +54%
Bank of America
15
Bank of America
North Carolina
$199K 20,428
B
16
Baird
Wisconsin
$197K 20,194
BFEC
17
Benjamin F. Edwards & Company
Missouri
$176K 18,074 +122 +0.7%
CWM
18
Concert Wealth Management
California
$174K 17,869 +17,869 New
SC
19
Stratford Consulting
Texas
$166K 17,034 +207 +1%
T
20
Thomaspartners
Massachusetts
$146K 15,000 +15,000 New
PMG
21
ProVise Management Group
Florida
$138K 14,100
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$123K 12,600
OC
23
Oppenheimer & Co
New York
$113K 11,565 +11,565 New
FM
24
Foster & Motley
Ohio
$108K 11,100 -1,900 -15%
SIA
25
Sit Investment Associates
Minnesota
$98K 10,000