SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

54 hedge funds and large institutions have $54.4M invested in Western Asset Intermediate Muni Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
1
Mariner
Kansas
$368K
2
KAS
2
Kestra Advisory Services
Texas
$295K
3
RPA
3
Rock Point Advisors
Vermont
$256K
4
First Trust Advisors
4
First Trust Advisors
Illinois
$959K
5
RCM
5
Rivernorth Capital Management
Florida
$1.89M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$0
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$135K
3
Wells Fargo
3
Wells Fargo
California
$3.3M
4
1CP
4
1607 Capital Partners
Virginia
$14M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$14M 1,432,155 -18,408 -1%
KIM
2
Karpus Investment Management
New York
$7.54M 773,374 -450 -0.1%
Wells Fargo
3
Wells Fargo
California
$3.3M 338,321 -22,746 -6%
WTC
4
WhitTier Trust Company
Nevada
$3.26M 334,312 +5,706 +2%
PPA
5
Parametric Portfolio Associates
Washington
$3.03M 310,302 -11,323 -4%
WT
6
Whittier Trust
California
$2.45M 250,765 -7,306 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.23M 228,302 +10,017 +5%
RCM
8
Rivernorth Capital Management
Florida
$1.89M 193,346 +15,545 +9%
Morgan Stanley
9
Morgan Stanley
New York
$1.88M 193,053 +827 +0.4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.54M 158,086 +4,352 +3%
RCM
11
Robinson Capital Management
Michigan
$1.03M 105,201 +201 +0.2%
First Trust Advisors
12
First Trust Advisors
Illinois
$959K 98,407 +23,392 +31%
LPL Financial
13
LPL Financial
California
$945K 96,937 +12,260 +14%
PAS
14
Park Avenue Securities
New York
$940K 96,406 +5,843 +6%
SFG
15
StrategIQ Financial Group
Indiana
$876K 89,797 -1,488 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$708K 72,598 -10,506 -13%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$692K 70,964 – –
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$602K 61,783 -2,248 -4%
KCM
19
Kempner Capital Management
Texas
$466K 47,800 – –
RJFSA
20
Raymond James Financial Services Advisors
Florida
$436K 44,723 +145 +0.3%
TJHA
21
Thomas J. Herzfeld Advisors
Florida
$432K 44,288 -3,234 -7%
Osaic Holdings
22
Osaic Holdings
Arizona
$431K 44,125 +35 +0.1%
ACA
23
Ackerman Capital Advisors
Texas
$413K 42,350 +4,054 +11%
Mariner
24
Mariner
Kansas
$368K 37,713 +37,713 New
UBS Group
25
UBS Group
Switzerland
$307K 31,506 -4,335 -12%
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