SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

59 hedge funds and large institutions have $49.2M invested in Western Asset Intermediate Muni Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$1.26M
2
WTC
2
WhitTier Trust Company
Nevada
$3.56M
3
LPL Financial
3
LPL Financial
California
$1.47M
4
Mariner
4
Mariner
Kansas
$567K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$777K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$5.51M
2
1CP
2
1607 Capital Partners
Virginia
$11.7M
3
ACA
3
Ackerman Capital Advisors
Texas
$0
4
WT
4
Whittier Trust
California
$2.15M
5
UBS Group
5
UBS Group
Switzerland
$273K
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$11.7M 1,361,746 -41,646 -3%
KIM
2
Karpus Investment Management
New York
$5.51M 641,808 -112,645 -15%
WTC
3
WhitTier Trust Company
Nevada
$3.56M 413,907 +68,546 +20%
PPA
4
Parametric Portfolio Associates
Washington
$2.71M 315,918 +11,637 +4%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.55M 297,375 -9,220 -3%
WT
6
Whittier Trust
California
$2.15M 250,451 -17,583 -7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.11M 245,702 +600 +0.2%
Morgan Stanley
8
Morgan Stanley
New York
$1.77M 205,712 +2,979 +1%
RCM
9
Rivernorth Capital Management
Florida
$1.71M 198,996 -1,390 -0.7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.47M 171,173 +2,881 +2%
LPL Financial
11
LPL Financial
California
$1.47M 171,032 +42,097 +33%
Fiera Capital (Canada)
12
Fiera Capital (Canada)
Quebec, Canada
$1.26M 147,001 +94,876 +182%
PAS
13
Park Avenue Securities
New York
$939K 109,330 +4,278 +4%
RCM
14
Robinson Capital Management
Michigan
$902K 105,201 – –
First Trust Advisors
15
First Trust Advisors
Illinois
$860K 100,093 -1,485 -1%
SFG
16
StrategIQ Financial Group
Indiana
$842K 98,046 +7,009 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$777K 90,397 +18,558 +26%
SFWA
18
Summit Financial Wealth Advisors
Louisiana
$599K 69,756 -1,208 -2%
Mariner
19
Mariner
Kansas
$567K 65,981 +28,268 +75%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$516K 60,093 -1,690 -3%
KCM
21
Kempner Capital Management
Texas
$411K 47,800 – –
RPA
22
Rock Point Advisors
Vermont
$389K 45,250 +18,500 +69%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$385K 44,775 +46 +0.1%
Osaic Holdings
24
Osaic Holdings
Arizona
$379K 44,199 -85 -0.2%
ONB
25
Old National Bancorp
Indiana
$308K 35,902 +1,637 +5%
1
2 3