SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

37 hedge funds and large institutions have $19.1M invested in Western Asset Intermediate Muni Fund in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
37
Holders Change
-5
Holders Change %
-11.9%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
9
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.15M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$693K
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$818K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$349K
5
SPIA
5
Steward Partners Investment Advisory
New York
$17K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.38M
2
LPL Financial
2
LPL Financial
California
$0
3
CRC
3
Curi RMB Capital
Illinois
$0
4
OC
4
Oppenheimer & Co
New York
$0
5
CIA
5
Capital Investment Advisors
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.38M 445,330 -23,570 -5%
WT
2
Whittier Trust
California
$1.43M 145,000 – –
RJA
3
Raymond James & Associates
Florida
$1.31M 132,935 -2,148 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.31M 132,588 – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.15M 116,655 +35,758 +44%
SFWA
6
Summit Financial Wealth Advisors
Louisiana
$913K 92,740 -4,600 -5%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$818K 83,142 +4,500 +6%
WTC
8
WhitTier Trust Company
Nevada
$784K 79,686 – –
RJFSA
9
Raymond James Financial Services Advisors
Florida
$753K 76,490 +932 +1%
First Trust Advisors
10
First Trust Advisors
Illinois
$693K 70,455 +5,209 +8%
Wells Fargo
11
Wells Fargo
California
$618K 62,833 -875 -1%
UBS Group
12
UBS Group
Switzerland
$474K 48,155 -8,190 -15%
KCM
13
Kempner Capital Management
Texas
$470K 47,800 – –
HK
14
Horizon Kinetics
New York
$393K 39,979 – –
TIM
15
Tortoise Investment Management
New York
$354K 35,935 – –
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$349K 35,478 +2,500 +8%
Bank of America
17
Bank of America
North Carolina
$337K 34,263 -4,758 -12%
DA
18
Doliver Advisors
Texas
$324K 32,977 -9,915 -23%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$288K 29,300 – –
Ameriprise
20
Ameriprise
Minnesota
$286K 29,064 -3,142 -10%
PMG
21
ProVise Management Group
Florida
$261K 26,550 +600 +2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$188K 19,000 – –
SC
23
Stratford Consulting
Texas
$188K 19,072 +213 +1%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$167K 16,994 – –
MML Investors Services
25
MML Investors Services
Massachusetts
$153K 15,529 -13,382 -46%
1
2