SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

56 hedge funds and large institutions have $55.4M invested in Western Asset Intermediate Muni Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
22
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$1.74M
2
RCM
2
Robinson Capital Management
Michigan
$1.02M
3
LPL Financial
3
LPL Financial
California
$827K
4
1CP
4
1607 Capital Partners
Virginia
$14.2M
5
WAM
5
Wolverine Asset Management
Illinois
$151K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$561K
2
SPIA
2
Steward Partners Investment Advisory
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.88M
4
AA
4
AQR Arbitrage
Connecticut
$0
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$14.2M 1,450,563 +12,300 +0.9%
KIM
2
Karpus Investment Management
New York
$7.56M 773,824 – –
Wells Fargo
3
Wells Fargo
California
$3.53M 361,067 +10,543 +3%
WTC
4
WhitTier Trust Company
Nevada
$3.21M 328,606 +3,956 +1%
PPA
5
Parametric Portfolio Associates
Washington
$3.14M 321,625 -11,197 -3%
WT
6
Whittier Trust
California
$2.52M 258,071 +58 +0%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.13M 218,285 -3,000 -1%
Morgan Stanley
8
Morgan Stanley
New York
$1.88M 192,226 -24,508 -11%
RCM
9
Rivernorth Capital Management
Florida
$1.74M 177,801 +115,139 +184%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.5M 153,734 +3,326 +2%
RCM
11
Robinson Capital Management
Michigan
$1.02M 105,000 +105,000 New
SFG
12
StrategIQ Financial Group
Indiana
$892K 91,285 -7,688 -8%
PAS
13
Park Avenue Securities
New York
$885K 90,563 +4,117 +5%
LPL Financial
14
LPL Financial
California
$827K 84,677 +25,020 +42%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$812K 83,104 +343 +0.4%
First Trust Advisors
16
First Trust Advisors
Illinois
$733K 75,015 +6,272 +9%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$693K 70,964 -1,000 -1%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$626K 64,031 -1,062 -2%
AAM
19
Advisors Asset Management
Colorado
$561K 57,424 -49,584 -46%
APA
20
Allegiant Private Advisors
Florida
$556K 56,867 -4,700 -8%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$513K 52,497 -7,281 -12%
KCM
22
Kempner Capital Management
Texas
$467K 47,800 – –
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$464K 47,522 +879 +2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$436K 44,578 +65 +0.1%
Osaic Holdings
25
Osaic Holdings
Arizona
$431K 44,090 +91 +0.2%
1
2 3