SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

37 hedge funds and large institutions have $18.6M invested in Western Asset Intermediate Muni Fund in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.15M
2
UBS Group
2
UBS Group
Switzerland
$1.02M
3
KIM
3
Karpus Investment Management
New York
$120K
4
WTC
4
WhitTier Trust Company
Nevada
$1.47M
5
WAM
5
Wolverine Asset Management
Illinois
$53K

Top Sellers

1
WT
1
Whittier Trust
California
$1.47M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$814K
3
AAM
3
Advisors Asset Management
Colorado
$1.92M
4
OC
4
Oppenheimer & Co
New York
$0
5
TIM
5
Tortoise Investment Management
New York
$922K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.15M 412,449 +44,894 +12%
AAM
2
Advisors Asset Management
Colorado
$1.92M 190,610 -15,872 -8%
WT
3
Whittier Trust
California
$1.47M 146,510 -21,832 -13%
WTC
4
WhitTier Trust Company
Nevada
$1.47M 146,353 +10,542 +8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.39M 138,167 -1,333 -1%
UBS Group
6
UBS Group
Switzerland
$1.02M 101,633 +32,621 +47%
Wells Fargo
7
Wells Fargo
California
$1M 99,862 -2,042 -2%
TIM
8
Tortoise Investment Management
New York
$922K 91,783 -10,500 -10%
First Trust Advisors
9
First Trust Advisors
Illinois
$814K 80,954 -16,203 -17%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$769K 76,484 +500 +0.7%
RJA
11
Raymond James & Associates
Florida
$710K 70,650 +3,737 +6%
KCM
12
Kempner Capital Management
Texas
$480K 47,800 – –
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$294K 29,300 – –
Bank of America
14
Bank of America
North Carolina
$205K 20,428 – –
B
15
Baird
Wisconsin
$203K 20,194 – –
LPL Financial
16
LPL Financial
California
$195K 19,221 -4,220 -18%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$186K 18,516 +442 +2%
CWM
18
Concert Wealth Management
California
$180K 17,869 – –
SC
19
Stratford Consulting
Texas
$173K 17,240 +206 +1%
T
20
Thomaspartners
Massachusetts
$151K 15,000 – –
PMG
21
ProVise Management Group
Florida
$142K 14,100 – –
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$127K 12,600 – –
KIM
23
Karpus Investment Management
New York
$120K 11,895 +11,895 New
FM
24
Foster & Motley
Ohio
$106K 10,500 -600 -5%
SIA
25
Sit Investment Associates
Minnesota
$100K 10,000 – –
1
2