SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

58 hedge funds and large institutions have $47.7M invested in Western Asset Intermediate Muni Fund in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 4 closing their positions.

Holders
58
Holders Change
+9
Holders Change %
+18.37%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
18
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Robinson Capital Management
Michigan
$2.99M
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$667K
3
BlackRock
3
BlackRock
New York
$664K
4
PAS
4
Park Avenue Securities
New York
$587K
5
Bank of America
5
Bank of America
North Carolina
$589K

Top Sellers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$30K
2
AWA
2
Arete Wealth Advisors
Illinois
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.22M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$415K
5
Morgan Stanley
5
Morgan Stanley
New York
$4.81M
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$8.83M 1,031,268 -4,700 -0.5%
Wells Fargo
2
Wells Fargo
California
$5.32M 621,772 -8,048 -1%
Morgan Stanley
3
Morgan Stanley
New York
$4.81M 561,993 -32,177 -5%
RCM
4
Robinson Capital Management
Michigan
$2.99M 348,305 +348,305 New
WTC
5
WhitTier Trust Company
Nevada
$2.69M 313,636 +8,394 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.49M 291,034 +910 +0.3%
WT
7
Whittier Trust
California
$2.11M 245,878 +4,172 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.8M 210,015 -26,757 -11%
PPA
9
Parametric Portfolio Associates
Washington
$1.78M 207,943 +20,179 +11%
RJA
10
Raymond James & Associates
Florida
$1.37M 159,408 +14,366 +10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.28M 149,505 +37,139 +33%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$1.22M 142,560 -44,855 -24%
AAM
13
Advisors Asset Management
Colorado
$1.01M 118,130 -873 -0.7%
SFG
14
StrategIQ Financial Group
Indiana
$810K 94,580 +4,369 +5%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$667K 77,944 +77,944 New
BlackRock
16
BlackRock
New York
$664K 77,574 +77,574 New
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$642K 74,064 -10,100 -12%
Bank of America
18
Bank of America
North Carolina
$589K 68,796 +43,000 +167%
PAS
19
Park Avenue Securities
New York
$587K 68,618 +68,618 New
ACA
20
Ackerman Capital Advisors
Texas
$556K 65,002 +41,507 +177%
First Trust Advisors
21
First Trust Advisors
Illinois
$462K 53,961 +268 +0.5%
Osaic Holdings
22
Osaic Holdings
Arizona
$415K 48,459 -43,384 -47%
KCM
23
Kempner Capital Management
Texas
$409K 47,800 – –
UBS Group
24
UBS Group
Switzerland
$371K 43,242 -3,336 -7%
AA
25
AQR Arbitrage
Connecticut
$371K 43,312 +5,298 +14%
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