SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

47 hedge funds and large institutions have $18.6M invested in Western Asset Intermediate Muni Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CRC
1
Curi RMB Capital
Illinois
$348K
2
UBS Group
2
UBS Group
Switzerland
$741K
3
VKH
3
Virtu KCG Holdings
New York
$317K
4
DA
4
Doliver Advisors
Texas
$412K
5
First Trust Advisors
5
First Trust Advisors
Illinois
$530K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.45M
2
RCM
2
Robinson Capital Management
Michigan
$0
3
HK
3
Horizon Kinetics
New York
$292K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$83K
5
CWM
5
Concert Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.45M 468,199 -79,723 -15%
WT
2
Whittier Trust
California
$1.28M 134,903 -11,124 -8%
RJA
3
Raymond James & Associates
Florida
$1.2M 126,042 +13,477 +12%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.17M 123,000 +2,300 +2%
SFWA
5
Summit Financial Wealth Advisors
Louisiana
$985K 103,590 +334 +0.3%
WTC
6
WhitTier Trust Company
Nevada
$808K 84,986 -2,000 -2%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$748K 78,642 +11,377 +17%
UBS Group
8
UBS Group
Switzerland
$741K 77,852 +35,988 +86%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$721K 75,840 +10,211 +16%
Wells Fargo
10
Wells Fargo
California
$641K 67,385 +1,701 +3%
First Trust Advisors
11
First Trust Advisors
Illinois
$530K 55,767 +21,358 +62%
KCM
12
Kempner Capital Management
Texas
$455K 47,800 – –
DA
13
Doliver Advisors
Texas
$412K 43,364 +28,885 +199%
Bank of America
14
Bank of America
North Carolina
$364K 38,368 -190 -0.5%
CRC
15
Curi RMB Capital
Illinois
$348K 36,615 +36,615 New
TIM
16
Tortoise Investment Management
New York
$342K 35,935 – –
VKH
17
Virtu KCG Holdings
New York
$317K 33,366 +33,366 New
HK
18
Horizon Kinetics
New York
$292K 30,689 -47,775 -61%
MFS
19
MSI Financial Services
Massachusetts
$284K 29,882 +471 +2%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$284K 29,811 +511 +2%
PMG
21
ProVise Management Group
Florida
$250K 26,300 -3,000 -10%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$214K 22,554 +2,122 +10%
LPL Financial
23
LPL Financial
California
$192K 20,111 -240 -1%
SC
24
Stratford Consulting
Texas
$178K 18,716 +218 +1%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$162K 16,994 -3,200 -16%
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