SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

54 hedge funds and large institutions have $23.9M invested in Western Asset Intermediate Muni Fund in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$856K
2
AA
2
Ancora Advisors
Ohio
$746K
3
WAM
3
Wolverine Asset Management
Illinois
$749K
4
WTC
4
WhitTier Trust Company
Nevada
$2M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$348K

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$0
2
CRC
2
Curi RMB Capital
Illinois
$932K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$369K
4
Morgan Stanley
4
Morgan Stanley
New York
$3.23M
5
CF
5
Centaurus Financial
California
$240
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.23M 382,291 -30,767 -7%
WTC
2
WhitTier Trust Company
Nevada
$2M 235,812 +50,700 +27%
RCM
3
Robinson Capital Management
Michigan
$1.75M 206,550 – –
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.69M 199,832 -15,335 -7%
WT
5
Whittier Trust
California
$1.31M 154,390 +2,532 +2%
LCM
6
Landscape Capital Management
New Jersey
$943K 111,446 +24,554 +28%
CRC
7
Curi RMB Capital
Illinois
$932K 110,220 -58,044 -34%
SFWA
8
Summit Financial Wealth Advisors
Louisiana
$895K 108,373 -9,667 -8%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$868K 102,624 +17,350 +20%
RCM
10
Rivernorth Capital Management
Florida
$856K 101,193 +101,193 New
WAM
11
Wolverine Asset Management
Illinois
$749K 88,617 +50,765 +134%
AA
12
Ancora Advisors
Ohio
$746K 88,113 +88,113 New
Wells Fargo
13
Wells Fargo
California
$628K 74,247 +26,900 +57%
First Trust Advisors
14
First Trust Advisors
Illinois
$517K 61,114 -1,993 -3%
RJA
15
Raymond James & Associates
Florida
$495K 58,562 +4,452 +8%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$411K 48,530 -25,181 -34%
UBS Group
17
UBS Group
Switzerland
$405K 47,940 -3,759 -7%
KCM
18
Kempner Capital Management
Texas
$404K 47,800 – –
Bank of America
19
Bank of America
North Carolina
$376K 44,463 +5,738 +15%
SFG
20
StrategIQ Financial Group
Indiana
$375K 44,300 +21,000 +90%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$369K 43,633 -39,243 -47%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$348K 41,141 +41,141 New
MIG
23
Mariner Investment Group
New York
$343K 40,582 – –
OC
24
Oppenheimer & Co
New York
$267K 31,600 -1,300 -4%
PMG
25
ProVise Management Group
Florida
$252K 29,750 – –
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