SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

63 hedge funds and large institutions have $48.2M invested in Western Asset Intermediate Muni Fund in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$11.1M
2
APA
2
Allegiant Private Advisors
Florida
$829K
3
KAS
3
Kestra Advisory Services
Texas
$505K
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$273K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$132K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.03M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.97M
3
HKAM
3
Horizon Kinetics Asset Management
New York
$0
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$660K
5
WTC
5
WhitTier Trust Company
Nevada
$2.7M
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$11.1M 1,205,373 +187,205 +18%
KIM
2
Karpus Investment Management
New York
$7.02M 762,469 -8,300 -1%
Wells Fargo
3
Wells Fargo
California
$3.17M 344,124 -7,164 -2%
WTC
4
WhitTier Trust Company
Nevada
$2.7M 293,955 -16,717 -5%
WT
5
Whittier Trust
California
$2.3M 249,698 +832 +0.3%
Morgan Stanley
6
Morgan Stanley
New York
$2.03M 220,524 -72,725 -25%
PPA
7
Parametric Portfolio Associates
Washington
$1.97M 214,312 -2,355 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.97M 213,785 -71,717 -25%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.4M 152,375 -16,107 -10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.07M 115,976 +2,041 +2%
AAM
11
Advisors Asset Management
Colorado
$995K 108,138 -8,301 -7%
ACA
12
Ackerman Capital Advisors
Texas
$903K 98,149 -3,167 -3%
SFG
13
StrategIQ Financial Group
Indiana
$899K 97,665 -27 -0%
APA
14
Allegiant Private Advisors
Florida
$829K 90,118 +90,118 New
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$765K 83,150 +3,683 +5%
PAS
16
Park Avenue Securities
New York
$754K 81,926 +5,164 +7%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$660K 71,753 -21,140 -23%
SFWA
18
Summit Financial Wealth Advisors
Louisiana
$657K 72,564 -500 -0.7%
First Trust Advisors
19
First Trust Advisors
Illinois
$561K 60,937 +3,936 +7%
KAS
20
Kestra Advisory Services
Texas
$505K 55,006 +55,006 New
KCM
21
Kempner Capital Management
Texas
$440K 47,800 – –
RJA
22
Raymond James & Associates
Florida
$415K 45,156 -3,636 -7%
LPL Financial
23
LPL Financial
California
$413K 44,907 +10,975 +32%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$409K 44,468 +4,560 +11%
Osaic Holdings
25
Osaic Holdings
Arizona
$405K 44,101 -5,621 -11%
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