SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

49 hedge funds and large institutions have $42.8M invested in Western Asset Intermediate Muni Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 9 closing their positions.

Holders
49
Holders Change
-5
Holders Change %
-9.26%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
9
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$8.73M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$774K
3
AWA
3
Arete Wealth Advisors
Illinois
$492K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.45M
5
MF
5
Manchester Financial
California
$410K

Top Sellers

1
ACA
1
Ackerman Capital Advisors
Texas
$198K
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
PAS
3
Park Avenue Securities
New York
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$1.58M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$8.73M 1,035,968 +194,300 +23%
Wells Fargo
2
Wells Fargo
California
$5.31M 629,820 +27,501 +5%
Morgan Stanley
3
Morgan Stanley
New York
$5.01M 594,170 +22,964 +4%
WTC
4
WhitTier Trust Company
Nevada
$2.57M 305,242 +32,913 +12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.45M 290,124 +55,519 +24%
WT
6
Whittier Trust
California
$2.04M 241,706 +39,758 +20%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2M 236,772 -13,431 -5%
PPA
8
Parametric Portfolio Associates
Washington
$1.58M 187,764 +38,824 +26%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$1.58M 187,415 -25,166 -12%
RJA
10
Raymond James & Associates
Florida
$1.22M 145,042 +1,158 +0.8%
AAM
11
Advisors Asset Management
Colorado
$1M 119,003 -4,615 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$947K 112,366 +18,789 +20%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$805K 95,503 +2,423 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$774K 91,843 +91,843 New
SFG
15
StrategIQ Financial Group
Indiana
$760K 90,211 -5,896 -6%
SFWA
16
Summit Financial Wealth Advisors
Louisiana
$683K 84,164 -2,000 -2%
AWA
17
Arete Wealth Advisors
Illinois
$492K 58,344 +58,344 New
First Trust Advisors
18
First Trust Advisors
Illinois
$453K 53,693 -43 -0.1%
MF
19
Manchester Financial
California
$410K 48,610 +48,610 New
KCM
20
Kempner Capital Management
Texas
$403K 47,800 – –
UBS Group
21
UBS Group
Switzerland
$392K 46,578 +13,873 +42%
AA
22
AQR Arbitrage
Connecticut
$320K 38,014 +1,498 +4%
Stifel Financial
23
Stifel Financial
Missouri
$290K 34,399 +1,548 +5%
TJHA
24
Thomas J. Herzfeld Advisors
Florida
$264K 31,336 +2,577 +9%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$259K 30,755 +3,468 +13%
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