SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

37 hedge funds and large institutions have $17.8M invested in Western Asset Intermediate Muni Fund in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$483K
2
Morgan Stanley
2
Morgan Stanley
New York
$4.38M
3
OC
3
Oppenheimer & Co
New York
$200K
4
RJA
4
Raymond James & Associates
Florida
$912K
5
LCM
5
Landscape Capital Management
New Jersey
$124K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$0
2
UBS Group
2
UBS Group
Switzerland
$363K
3
SIA
3
Sit Investment Associates
Minnesota
$0
4
WTC
4
WhitTier Trust Company
Nevada
$1.44M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$780K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.38M 442,888 +33,876 +8%
WT
2
Whittier Trust
California
$1.45M 146,510 – –
WTC
3
WhitTier Trust Company
Nevada
$1.44M 145,353 -1,000 -0.7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.28M 129,150 -250 -0.2%
Wells Fargo
5
Wells Fargo
California
$1.02M 103,008 +3,887 +4%
RJA
6
Raymond James & Associates
Florida
$912K 92,173 +17,111 +23%
TIM
7
Tortoise Investment Management
New York
$893K 90,283 – –
SFWA
8
Summit Financial Wealth Advisors
Louisiana
$877K 88,706 +7,000 +9%
First Trust Advisors
9
First Trust Advisors
Illinois
$780K 78,902 -942 -1%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$779K 78,825 +2,500 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$483K 48,815 +48,815 New
KCM
12
Kempner Capital Management
Texas
$473K 47,800 – –
Bank of America
13
Bank of America
North Carolina
$376K 38,060 +9,711 +34%
UBS Group
14
UBS Group
Switzerland
$363K 36,683 -28,753 -44%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$290K 29,300 – –
Baird Financial Group
16
Baird Financial Group
Wisconsin
$200K 20,194 – –
OC
17
Oppenheimer & Co
New York
$200K 20,200 +20,200 New
BFEC
18
Benjamin F. Edwards & Company
Missouri
$199K 20,127 +246 +1%
CWM
19
Concert Wealth Management
California
$177K 17,869 – –
SC
20
Stratford Consulting
Texas
$175K 17,666 +216 +1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$154K 15,524 +2,924 +23%
PMG
22
ProVise Management Group
Florida
$149K 15,112 +8 +0.1%
T
23
Thomaspartners
Massachusetts
$148K 15,000 – –
LPL Financial
24
LPL Financial
California
$136K 13,673 +425 +3%
LCM
25
Landscape Capital Management
New Jersey
$124K 12,493 +12,493 New
1
2