SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

43 hedge funds and large institutions have $21.3M invested in Western Asset Intermediate Muni Fund in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$1.33M
2
SFWA
2
Summit Financial Wealth Advisors
Louisiana
$1.03M
3
DA
3
Doliver Advisors
Texas
$325K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$275K
5
CRC
5
Curi RMB Capital
Illinois
$320K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$923K
2
LPL Financial
2
LPL Financial
California
$226K
3
WTC
3
WhitTier Trust Company
Nevada
$973K
4
TIM
4
Tortoise Investment Management
New York
$380K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$624K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.05M 477,638 -6,223 -1%
WT
2
Whittier Trust
California
$1.55M 146,027 – –
RCM
3
Robinson Capital Management
Michigan
$1.33M 125,257 +125,257 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.29M 121,700 +800 +0.7%
RJA
5
Raymond James & Associates
Florida
$1.05M 98,943 -1,655 -2%
SFWA
6
Summit Financial Wealth Advisors
Louisiana
$1.03M 97,656 +97,656 New
WTC
7
WhitTier Trust Company
Nevada
$973K 91,986 -18,135 -16%
Wells Fargo
8
Wells Fargo
California
$923K 87,248 -27,057 -24%
HK
9
Horizon Kinetics
New York
$830K 78,464 +139 +0.2%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$712K 67,265 -8,200 -11%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$624K 58,977 -10,332 -15%
UBS Group
12
UBS Group
Switzerland
$570K 53,924 +7,643 +17%
KCM
13
Kempner Capital Management
Texas
$506K 47,800 – –
Bank of America
14
Bank of America
North Carolina
$451K 42,591 +8,799 +26%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$382K 36,142 +18,071 +100%
TIM
16
Tortoise Investment Management
New York
$380K 35,935 -11,000 -23%
DA
17
Doliver Advisors
Texas
$325K 30,658 +30,658 New
CRC
18
Curi RMB Capital
Illinois
$320K 30,286 +19,656 +185%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$310K 29,300 – –
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$275K 26,005 +25,105 +2,789%
MFS
21
MSI Financial Services
Massachusetts
$241K 22,805 -340 -1%
LPL Financial
22
LPL Financial
California
$226K 21,307 -18,358 -46%
First Trust Advisors
23
First Trust Advisors
Illinois
$215K 20,309 +1,651 +9%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$214K 20,194 – –
CWM
25
Concert Wealth Management
California
$205K 19,393 +1,524 +9%
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