SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

43 hedge funds and large institutions have $19.9M invested in Western Asset Intermediate Muni Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$1.18M
2
CRC
2
Curi RMB Capital
Illinois
$1.01M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.7M
4
WTC
4
WhitTier Trust Company
Nevada
$1.01M
5
LCM
5
Landscape Capital Management
New Jersey
$407K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$639K
2
COLIM
2
City of London Investment Management
United Kingdom
$0
3
TSS
3
Two Sigma Securities
New York
$0
4
T
4
Thomaspartners
Massachusetts
$0
5
TIM
5
Tortoise Investment Management
New York
$199K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.62M 418,973 +17,672 +4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.7M 197,115 +54,931 +39%
WT
3
Whittier Trust
California
$1.3M 150,158 +17,048 +13%
RCM
4
Robinson Capital Management
Michigan
$1.18M 136,286 +136,286 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.17M 135,059 +6,486 +5%
SFWA
6
Summit Financial Wealth Advisors
Louisiana
$1.02M 118,040 -1,000 -0.8%
CRC
7
Curi RMB Capital
Illinois
$1.01M 117,157 +80,005 +215%
WTC
8
WhitTier Trust Company
Nevada
$1.01M 116,640 +37,976 +48%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$737K 85,274 +2,800 +3%
UBS Group
10
UBS Group
Switzerland
$639K 73,957 -58,193 -44%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$563K 65,172 +13,715 +27%
First Trust Advisors
12
First Trust Advisors
Illinois
$544K 63,020 +7,466 +13%
Wells Fargo
13
Wells Fargo
California
$444K 51,347 -608 -1%
RJA
14
Raymond James & Associates
Florida
$419K 48,453 -12,033 -20%
KCM
15
Kempner Capital Management
Texas
$413K 47,800 – –
LCM
16
Landscape Capital Management
New Jersey
$407K 47,090 +30,058 +176%
Bank of America
17
Bank of America
North Carolina
$405K 46,893 +3,701 +9%
OC
18
Oppenheimer & Co
New York
$378K 43,750 +15,000 +52%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$334K 38,696 -2,432 -6%
DA
20
Doliver Advisors
Texas
$258K 29,808 -7,382 -20%
PMG
21
ProVise Management Group
Florida
$257K 29,750 +1,000 +3%
HK
22
Horizon Kinetics
New York
$237K 27,468 -2,289 -8%
TIM
23
Tortoise Investment Management
New York
$199K 23,045 -12,890 -36%
AA
24
AQR Arbitrage
Connecticut
$177K 20,515 +20,515 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$170K 19,790 +790 +4%
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