SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

56 hedge funds and large institutions have $39M invested in Western Asset Intermediate Muni Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 1 closing their positions.

Holders
56
Holders Change
+3
Holders Change %
+5.66%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
19
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$1.32M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$879K
3
AAM
3
Advisors Asset Management
Colorado
$828K
4
PAS
4
Park Avenue Securities
New York
$340K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$515K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$447K
2
RCM
2
Robinson Capital Management
Michigan
$862K
3
Wells Fargo
3
Wells Fargo
California
$5.49M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.99M
5
LCM
5
Landscape Capital Management
New Jersey
$828K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$5.49M 598,164 -29,950 -5%
Morgan Stanley
2
Morgan Stanley
New York
$4.78M 520,801 +10,154 +2%
1CP
3
1607 Capital Partners
Virginia
$3.87M 421,800 – –
WTC
4
WhitTier Trust Company
Nevada
$2.25M 245,286 +15,562 +7%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$1.99M 216,771 -17,804 -8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.9M 206,691 +2,825 +1%
WT
7
Whittier Trust
California
$1.71M 186,629 +6,800 +4%
PPA
8
Parametric Portfolio Associates
Washington
$1.38M 150,089 -4,478 -3%
RJA
9
Raymond James & Associates
Florida
$1.32M 143,813 +93,541 +186%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.05M 114,462 -1 -0%
ACA
11
Ackerman Capital Advisors
Texas
$948K 103,271 -914 -0.9%
SFG
12
StrategIQ Financial Group
Indiana
$890K 96,973 -918 -0.9%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$879K 95,769 +84,244 +731%
RCM
14
Robinson Capital Management
Michigan
$862K 93,118 -33,199 -26%
LCM
15
Landscape Capital Management
New Jersey
$828K 90,224 -15,351 -15%
AAM
16
Advisors Asset Management
Colorado
$828K 90,237 +80,325 +810%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$811K 88,497 -5,700 -6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$593K 64,543 -1,532 -2%
First Trust Advisors
19
First Trust Advisors
Illinois
$541K 58,951 +4,077 +7%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$515K 56,086 +23,590 +73%
WAM
21
Wolverine Asset Management
Illinois
$447K 48,781 -57,881 -54%
KCM
22
Kempner Capital Management
Texas
$439K 47,800 – –
Bank of America
23
Bank of America
North Carolina
$396K 43,113 -1,825 -4%
AA
24
AQR Arbitrage
Connecticut
$393K 42,799 -5,342 -11%
UBS Group
25
UBS Group
Switzerland
$373K 40,642 +6,016 +17%
1
2 3