SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

54 hedge funds and large institutions have $31.7M invested in Western Asset Intermediate Muni Fund in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$1.4M
2
Wells Fargo
2
Wells Fargo
California
$4.81M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.27M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$643K
5
PAS
5
Park Avenue Securities
New York
$253K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
CRC
2
Curi RMB Capital
Illinois
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
AA
4
AQR Arbitrage
Connecticut
$443K
5
RCM
5
Robinson Capital Management
Michigan
$1.07M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$4.81M 546,204 +73,554 +16%
Morgan Stanley
2
Morgan Stanley
New York
$4.27M 484,292 +44,681 +10%
1CP
3
1607 Capital Partners
Virginia
$3.72M 421,800 +6,500 +2%
WTC
4
WhitTier Trust Company
Nevada
$2M 227,303 +15,344 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.82M 206,155 +7,507 +4%
WT
6
Whittier Trust
California
$1.54M 175,108 +27,052 +18%
PPA
7
Parametric Portfolio Associates
Washington
$1.4M 158,942 +110,717 +230%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.11M 126,440 +15,377 +14%
RCM
9
Robinson Capital Management
Michigan
$1.07M 120,952 -5,299 -4%
LCM
10
Landscape Capital Management
New Jersey
$981K 111,404 +9,449 +9%
WAM
11
Wolverine Asset Management
Illinois
$892K 101,315 +26,852 +36%
SFWA
12
Summit Financial Wealth Advisors
Louisiana
$854K 97,289 – –
SFG
13
StrategIQ Financial Group
Indiana
$714K 81,050 +24,428 +43%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$643K 72,976 +32,057 +78%
AA
15
AQR Arbitrage
Connecticut
$443K 50,267 -16,912 -25%
First Trust Advisors
16
First Trust Advisors
Illinois
$443K 50,234 +4,899 +11%
KCM
17
Kempner Capital Management
Texas
$421K 47,800 – –
MIG
18
Mariner Investment Group
New York
$358K 40,582 – –
UBS Group
19
UBS Group
Switzerland
$327K 37,126 +2,232 +6%
OC
20
Oppenheimer & Co
New York
$302K 34,250 -2,600 -7%
Bank of America
21
Bank of America
North Carolina
$299K 33,953 +4,503 +15%
RJA
22
Raymond James & Associates
Florida
$281K 31,916 +3,121 +11%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$255K 28,918 +1,415 +5%
PAS
24
Park Avenue Securities
New York
$253K 28,892 +28,892 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$245K 27,799 +52 +0.2%
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