SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

59 hedge funds and large institutions have $46.4M invested in Western Asset Intermediate Muni Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
59
Holders Change
–
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.88M
2
Wells Fargo
2
Wells Fargo
California
$612K
3
MIG
3
Mariner Investment Group
New York
$336K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$377K
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$301K

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$419K
2
KIM
2
Karpus Investment Management
New York
$4.82M
3
Mariner
3
Mariner
Kansas
$330K
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$335K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.26M
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$11M 1,370,746 +9,000 +0.7%
KIM
2
Karpus Investment Management
New York
$4.82M 598,475 -43,333 -7%
Morgan Stanley
3
Morgan Stanley
New York
$3.88M 481,098 +275,386 +134%
WTC
4
WhitTier Trust Company
Nevada
$3.29M 408,715 -5,192 -1%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.4M 297,375 – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.05M 254,187 +8,485 +3%
WT
7
Whittier Trust
California
$1.93M 238,961 -11,490 -5%
RCM
8
Rivernorth Capital Management
Florida
$1.62M 200,333 +1,337 +0.7%
LPL Financial
9
LPL Financial
California
$1.51M 187,037 +16,005 +9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.26M 155,874 -15,299 -9%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$1.24M 154,218 +7,217 +5%
PAS
12
Park Avenue Securities
New York
$904K 112,215 +2,885 +3%
RCM
13
Robinson Capital Management
Michigan
$850K 105,201 – –
SFG
14
StrategIQ Financial Group
Indiana
$815K 101,160 +3,114 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$742K 92,097 +1,700 +2%
Wells Fargo
16
Wells Fargo
California
$612K 75,889 +45,912 +153%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$549K 67,756 -2,000 -3%
RPA
18
Rock Point Advisors
Vermont
$423K 52,500 +7,250 +16%
First Trust Advisors
19
First Trust Advisors
Illinois
$419K 52,031 -48,062 -48%
Osaic Holdings
20
Osaic Holdings
Arizona
$388K 48,152 +3,953 +9%
KCM
21
Kempner Capital Management
Texas
$385K 47,800 – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$377K 46,774 +36,599 +360%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$360K 44,657 -118 -0.3%
MIG
24
Mariner Investment Group
New York
$336K 41,687 +41,687 New
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$335K 41,503 -18,590 -31%
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