SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

44 hedge funds and large institutions have $19.1M invested in Western Asset Intermediate Muni Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.23M
2
COLIM
2
City of London Investment Management
United Kingdom
$352K
3
SFWA
3
Summit Financial Wealth Advisors
Louisiana
$1.11M
4
WAM
4
Wolverine Asset Management
Illinois
$273K
5
OC
5
Oppenheimer & Co
New York
$268K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$564K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$480K
3
Morgan Stanley
3
Morgan Stanley
New York
$3.74M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$0
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.74M 401,301 -35,429 -8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.33M 142,184 +16,395 +13%
WT
3
Whittier Trust
California
$1.24M 133,110 -11,890 -8%
UBS Group
4
UBS Group
Switzerland
$1.23M 132,150 +50,858 +63%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.2M 128,573 +963 +0.8%
SFWA
6
Summit Financial Wealth Advisors
Louisiana
$1.11M 119,040 +37,300 +46%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$768K 82,474 -668 -0.8%
WTC
8
WhitTier Trust Company
Nevada
$733K 78,664 +528 +0.7%
RJA
9
Raymond James & Associates
Florida
$564K 60,486 -69,861 -54%
First Trust Advisors
10
First Trust Advisors
Illinois
$518K 55,554 -3,197 -5%
Wells Fargo
11
Wells Fargo
California
$484K 51,955 -5,799 -10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$480K 51,457 -38,718 -43%
KCM
13
Kempner Capital Management
Texas
$445K 47,800 – –
Bank of America
14
Bank of America
North Carolina
$403K 43,192 +3,470 +9%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$383K 41,128 +4,150 +11%
COLIM
16
City of London Investment Management
United Kingdom
$352K 37,761 +37,761 New
DA
17
Doliver Advisors
Texas
$347K 37,190 +4,004 +12%
CRC
18
Curi RMB Capital
Illinois
$346K 37,152 +12,162 +49%
TIM
19
Tortoise Investment Management
New York
$335K 35,935 – –
HK
20
Horizon Kinetics
New York
$277K 29,757 -10,222 -26%
WAM
21
Wolverine Asset Management
Illinois
$273K 29,332 +29,332 New
PMG
22
ProVise Management Group
Florida
$268K 28,750 – –
OC
23
Oppenheimer & Co
New York
$268K 28,750 +28,750 New
LNC
24
Lincoln National Corp
Pennsylvania
$200K 21,440 +10,720 +100%
SC
25
Stratford Consulting
Texas
$182K 19,563 +279 +1%
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