SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

41 hedge funds and large institutions have $20.8M invested in Western Asset Intermediate Muni Fund in 2016 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
41
Holders Change
-2
Holders Change %
-4.65%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
12
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.78M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$363K
3
RJA
3
Raymond James & Associates
Florida
$1.19M
4
PMG
4
ProVise Management Group
Florida
$309K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$692K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$600K
2
CRC
2
Curi RMB Capital
Illinois
$0
3
Wells Fargo
3
Wells Fargo
California
$693K
4
DA
4
Doliver Advisors
Texas
$153K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$216K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.78M 547,922 +70,284 +15%
WT
2
Whittier Trust
California
$1.54M 146,027 – –
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.27M 120,700 -1,000 -0.8%
RJA
4
Raymond James & Associates
Florida
$1.19M 112,565 +13,622 +14%
SFWA
5
Summit Financial Wealth Advisors
Louisiana
$1.09M 103,256 +5,600 +6%
WTC
6
WhitTier Trust Company
Nevada
$918K 86,986 -5,000 -5%
HK
7
Horizon Kinetics
New York
$828K 78,464 – –
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$710K 67,265 – –
Wells Fargo
9
Wells Fargo
California
$693K 65,684 -21,564 -25%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$692K 65,629 +6,652 +11%
RCM
11
Robinson Capital Management
Michigan
$600K 56,888 -68,369 -55%
KCM
12
Kempner Capital Management
Texas
$504K 47,800 – –
UBS Group
13
UBS Group
Switzerland
$442K 41,864 -12,060 -22%
Bank of America
14
Bank of America
North Carolina
$407K 38,558 -4,033 -9%
TIM
15
Tortoise Investment Management
New York
$379K 35,935 – –
First Trust Advisors
16
First Trust Advisors
Illinois
$363K 34,409 +14,100 +69%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$327K 31,040 +5,035 +19%
MFS
18
MSI Financial Services
Massachusetts
$310K 29,411 +6,606 +29%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$309K 29,300 – –
PMG
20
ProVise Management Group
Florida
$309K 29,300 +13,188 +82%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$216K 20,432 -15,710 -43%
LPL Financial
22
LPL Financial
California
$214K 20,351 -956 -4%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$213K 20,194 – –
CWM
24
Concert Wealth Management
California
$205K 19,393 – –
SC
25
Stratford Consulting
Texas
$195K 18,498 +208 +1%
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