SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

60 hedge funds and large institutions have $51.5M invested in Western Asset Intermediate Muni Fund in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 12 closing their positions.

Holders
60
Holders Change
-3
Holders Change %
-4.76%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$13.4M
2
PPA
2
Parametric Portfolio Associates
Washington
$3.09M
3
RCM
3
Rivernorth Capital Management
Florida
$582K
4
SPIA
4
Steward Partners Investment Advisory
New York
$309K
5
WTC
5
WhitTier Trust Company
Nevada
$3.02M

Top Sellers

1
ACA
1
Ackerman Capital Advisors
Texas
$352K
2
KAS
2
Kestra Advisory Services
Texas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$768K
4
APA
4
Allegiant Private Advisors
Florida
$572K
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$555K
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$13.4M 1,438,263 +232,890 +19%
KIM
2
Karpus Investment Management
New York
$7.19M 773,824 +11,355 +1%
Wells Fargo
3
Wells Fargo
California
$3.26M 350,524 +6,400 +2%
PPA
4
Parametric Portfolio Associates
Washington
$3.09M 332,822 +118,510 +55%
WTC
5
WhitTier Trust Company
Nevada
$3.02M 324,650 +30,695 +10%
WT
6
Whittier Trust
California
$2.4M 258,013 +8,315 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.06M 221,285 +7,500 +4%
Morgan Stanley
8
Morgan Stanley
New York
$2.01M 216,734 -3,790 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.4M 150,408 -1,967 -1%
AAM
10
Advisors Asset Management
Colorado
$994K 107,008 -1,130 -1%
SFG
11
StrategIQ Financial Group
Indiana
$919K 98,973 +1,308 +1%
PAS
12
Park Avenue Securities
New York
$803K 86,446 +4,520 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$768K 82,761 -33,215 -29%
SFWA
14
Summit Financial Wealth Advisors
Louisiana
$662K 71,964 -600 -0.8%
First Trust Advisors
15
First Trust Advisors
Illinois
$639K 68,743 +7,806 +13%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$605K 65,093 -6,660 -9%
RCM
17
Rivernorth Capital Management
Florida
$582K 62,662 +62,662 New
APA
18
Allegiant Private Advisors
Florida
$572K 61,567 -28,551 -32%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$555K 59,778 -23,372 -28%
LPL Financial
20
LPL Financial
California
$554K 59,657 +14,750 +33%
KCM
21
Kempner Capital Management
Texas
$444K 47,800 – –
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$433K 46,643 +9,881 +27%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$414K 44,513 +45 +0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$409K 43,999 -102 -0.2%
RJA
25
Raymond James & Associates
Florida
$389K 41,927 -3,229 -7%
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