SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

48 hedge funds and large institutions have $22.8M invested in Western Asset Intermediate Muni Fund in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$969K
2
RCM
2
Robinson Capital Management
Michigan
$1.79M
3
WTC
3
WhitTier Trust Company
Nevada
$1.61M
4
CRC
4
Curi RMB Capital
Illinois
$1.46M
5
MIG
5
Mariner Investment Group
New York
$352K

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$719K
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$95K
3
UBS Group
3
UBS Group
Switzerland
$448K
4
OC
4
Oppenheimer & Co
New York
$285K
5
LNC
5
Lincoln National Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.58M 413,058 -5,915 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.87M 215,167 +18,052 +9%
RCM
3
Robinson Capital Management
Michigan
$1.79M 206,550 +70,264 +52%
WTC
4
WhitTier Trust Company
Nevada
$1.61M 185,112 +68,472 +59%
CRC
5
Curi RMB Capital
Illinois
$1.46M 168,264 +51,107 +44%
WT
6
Whittier Trust
California
$1.32M 151,858 +1,700 +1%
SFWA
7
Summit Financial Wealth Advisors
Louisiana
$1.02M 118,040 – –
LCM
8
Laurion Capital Management
New York
$969K 111,821 +111,821 New
LCM
9
Landscape Capital Management
New Jersey
$753K 86,892 +39,802 +85%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$737K 85,274 – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$719K 82,876 -52,183 -39%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$639K 73,711 +8,539 +13%
First Trust Advisors
13
First Trust Advisors
Illinois
$547K 63,107 +87 +0.1%
RJA
14
Raymond James & Associates
Florida
$469K 54,110 +5,657 +12%
UBS Group
15
UBS Group
Switzerland
$448K 51,699 -22,258 -30%
KCM
16
Kempner Capital Management
Texas
$414K 47,800 – –
Wells Fargo
17
Wells Fargo
California
$411K 47,347 -4,000 -8%
MIG
18
Mariner Investment Group
New York
$352K 40,582 +40,582 New
Bank of America
19
Bank of America
North Carolina
$336K 38,725 -8,168 -17%
WAM
20
Wolverine Asset Management
Illinois
$328K 37,852 +19,061 +101%
OC
21
Oppenheimer & Co
New York
$285K 32,900 -10,850 -25%
CF
22
Centaurus Financial
California
$251K 29,006 +29,006 New
HK
23
Horizon Kinetics
New York
$238K 27,468 – –
DA
24
Doliver Advisors
Texas
$209K 24,103 -5,705 -19%
AA
25
AQR Arbitrage
Connecticut
$209K 24,079 +3,564 +17%
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