SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

38 hedge funds and large institutions have $19.1M invested in Western Asset Intermediate Muni Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$791K
2
CRC
2
Curi RMB Capital
Illinois
$243K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$877K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.24M
5
Bank of America
5
Bank of America
North Carolina
$386K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$146K
2
First Trust Advisors
2
First Trust Advisors
Illinois
$572K
3
SFWA
3
Summit Financial Wealth Advisors
Louisiana
$795K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.25M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.22M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.25M 436,730 -8,600 -2%
WT
2
Whittier Trust
California
$1.41M 145,000 – –
RJA
3
Raymond James & Associates
Florida
$1.27M 130,347 -2,588 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.24M 127,610 +10,955 +9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.22M 125,789 -6,799 -5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$877K 90,175 +13,685 +18%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$809K 83,142 – –
SFWA
8
Summit Financial Wealth Advisors
Louisiana
$795K 81,740 -11,000 -12%
UBS Group
9
UBS Group
Switzerland
$791K 81,292 +33,137 +69%
WTC
10
WhitTier Trust Company
Nevada
$760K 78,136 -1,550 -2%
First Trust Advisors
11
First Trust Advisors
Illinois
$572K 58,751 -11,704 -17%
Wells Fargo
12
Wells Fargo
California
$562K 57,754 -5,079 -8%
KCM
13
Kempner Capital Management
Texas
$465K 47,800 – –
HK
14
Horizon Kinetics
New York
$389K 39,979 – –
Bank of America
15
Bank of America
North Carolina
$386K 39,722 +5,459 +16%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$360K 36,978 +1,500 +4%
TIM
17
Tortoise Investment Management
New York
$350K 35,935 – –
DA
18
Doliver Advisors
Texas
$323K 33,186 +209 +0.6%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$285K 29,300 – –
PMG
20
ProVise Management Group
Florida
$280K 28,750 +2,200 +8%
CRC
21
Curi RMB Capital
Illinois
$243K 24,990 +24,990 New
SC
22
Stratford Consulting
Texas
$188K 19,284 +212 +1%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$184K 19,000 – –
Baird Financial Group
24
Baird Financial Group
Wisconsin
$165K 16,995 +1 +0%
MML Investors Services
25
MML Investors Services
Massachusetts
$149K 15,326 -203 -1%
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