SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

53 hedge funds and large institutions have $35.1M invested in Western Asset Intermediate Muni Fund in 2019 Q2 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
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
1.15%
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
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$2.1M
2
Wells Fargo
2
Wells Fargo
California
$5.62M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.57M
4
RJA
4
Raymond James & Associates
Florida
$449K
5
SFG
5
StrategIQ Financial Group
Indiana
$875K

Top Sellers

1
OC
1
Oppenheimer & Co
New York
$0
2
PAS
2
Park Avenue Securities
New York
$0
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.03M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$89K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$591K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.62M 628,114 +81,910 +15%
Morgan Stanley
2
Morgan Stanley
New York
$4.57M 510,647 +26,355 +5%
1CP
3
1607 Capital Partners
Virginia
$3.77M 421,800 – –
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$2.1M 234,575 +234,575 New
WTC
5
WhitTier Trust Company
Nevada
$2.05M 229,724 +2,421 +1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.82M 203,866 -2,289 -1%
WT
7
Whittier Trust
California
$1.61M 179,829 +4,721 +3%
PPA
8
Parametric Portfolio Associates
Washington
$1.38M 154,567 -4,375 -3%
RCM
9
Robinson Capital Management
Michigan
$1.13M 126,317 +5,365 +4%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.03M 114,463 -11,977 -9%
WAM
11
Wolverine Asset Management
Illinois
$953K 106,662 +5,347 +5%
LCM
12
Landscape Capital Management
New Jersey
$944K 105,575 -5,829 -5%
SFG
13
StrategIQ Financial Group
Indiana
$875K 97,891 +16,841 +21%
SFWA
14
Summit Financial Wealth Advisors
Louisiana
$842K 94,197 -3,092 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$591K 66,075 -6,901 -9%
First Trust Advisors
16
First Trust Advisors
Illinois
$491K 54,874 +4,640 +9%
RJA
17
Raymond James & Associates
Florida
$449K 50,272 +18,356 +58%
AA
18
AQR Arbitrage
Connecticut
$432K 48,141 -2,126 -4%
KCM
19
Kempner Capital Management
Texas
$427K 47,800 – –
Bank of America
20
Bank of America
North Carolina
$402K 44,938 +10,985 +32%
MIG
21
Mariner Investment Group
New York
$364K 40,582 – –
UBS Group
22
UBS Group
Switzerland
$310K 34,626 -2,500 -7%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$291K 32,496 +3,578 +12%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$242K 27,114 -685 -2%
HKAM
25
Horizon Kinetics Asset Management
New York
$240K 26,887 -96 -0.4%
1
2 3