SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

56 hedge funds and large institutions have $46.2M invested in Western Asset Intermediate Muni Fund in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$6.98M
2
ACA
2
Ackerman Capital Advisors
Texas
$918K
3
LPL Financial
3
LPL Financial
California
$307K
4
MC
4
Matisse Capital
Oregon
$134K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$362K

Top Sellers

1
RCM
1
Robinson Capital Management
Michigan
$0
2
Wells Fargo
2
Wells Fargo
California
$3.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.66M
4
RJA
4
Raymond James & Associates
Florida
$442K
5
BlackRock
5
BlackRock
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$9.23M 1,018,168 -13,100 -1%
KIM
2
Karpus Investment Management
New York
$6.98M 770,769 +770,769 New
Wells Fargo
3
Wells Fargo
California
$3.18M 351,288 -270,484 -44%
WTC
4
WhitTier Trust Company
Nevada
$2.81M 310,672 -2,964 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$2.66M 293,249 -268,744 -48%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.59M 285,502 -5,532 -2%
WT
7
Whittier Trust
California
$2.26M 248,866 +2,988 +1%
PPA
8
Parametric Portfolio Associates
Washington
$1.96M 216,667 +8,724 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.53M 168,482 -41,533 -20%
AAM
10
Advisors Asset Management
Colorado
$1.06M 116,439 -1,691 -1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.03M 113,935 -35,570 -24%
ACA
12
Ackerman Capital Advisors
Texas
$918K 101,316 +36,314 +56%
SFG
13
StrategIQ Financial Group
Indiana
$885K 97,692 +3,112 +3%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$842K 92,893 -49,667 -35%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$720K 79,467 +1,523 +2%
PAS
16
Park Avenue Securities
New York
$695K 76,762 +8,144 +12%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$638K 73,064 -1,000 -1%
First Trust Advisors
18
First Trust Advisors
Illinois
$516K 57,001 +3,040 +6%
Osaic Holdings
19
Osaic Holdings
Arizona
$451K 49,722 +1,263 +3%
RJA
20
Raymond James & Associates
Florida
$442K 48,792 -110,616 -69%
KCM
21
Kempner Capital Management
Texas
$433K 47,800 – –
UBS Group
22
UBS Group
Switzerland
$370K 40,880 -2,362 -5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$362K 39,908 +12,515 +46%
Stifel Financial
24
Stifel Financial
Missouri
$358K 39,525 +2,045 +5%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$324K 37,291 +3,128 +9%
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