SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

62 hedge funds and large institutions have $44.8M invested in Western Asset Intermediate Muni Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 1 closing their positions.

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
19
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
SkyView Investment Advisors
New Jersey
$702K
2
WAM
2
Wolverine Asset Management
Illinois
$612K
3
LSC
3
Logan Stone Capital
Illinois
$549K
4
RPA
4
Rock Point Advisors
Vermont
$599K
5
WTC
5
WhitTier Trust Company
Nevada
$3.19M

Top Sellers

1
AC
1
Almitas Capital
California
$35K
2
Stifel Financial
2
Stifel Financial
Missouri
$115K
3
Mariner
3
Mariner
Kansas
$226K
4
KIM
4
Karpus Investment Management
New York
$4.33M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$323K
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$10.2M 1,390,346 +19,600 +1%
KIM
2
Karpus Investment Management
New York
$4.33M 589,695 -8,780 -1%
Morgan Stanley
3
Morgan Stanley
New York
$3.52M 478,128 -2,970 -0.6%
WTC
4
WhitTier Trust Company
Nevada
$3.19M 434,242 +25,527 +6%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.21M 300,075 +2,700 +0.9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.87M 254,087 -100 -0%
WT
7
Whittier Trust
California
$1.78M 242,724 +3,763 +2%
RCM
8
Rivernorth Capital Management
Florida
$1.47M 200,333 – –
LPL Financial
9
LPL Financial
California
$1.39M 189,245 +2,208 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.13M 153,917 -1,957 -1%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$1.12M 153,418 -800 -0.5%
RCM
12
Robinson Capital Management
Michigan
$932K 125,551 +20,350 +19%
PAS
13
Park Avenue Securities
New York
$802K 109,098 -3,117 -3%
SFG
14
StrategIQ Financial Group
Indiana
$729K 99,174 -1,986 -2%
SIA
15
SkyView Investment Advisors
New Jersey
$702K 95,475 +95,475 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$656K 89,266 -2,831 -3%
WAM
17
Wolverine Asset Management
Illinois
$612K 83,335 +83,335 New
RPA
18
Rock Point Advisors
Vermont
$599K 81,450 +28,950 +55%
Wells Fargo
19
Wells Fargo
California
$584K 79,510 +3,621 +5%
LSC
20
Logan Stone Capital
Illinois
$549K 74,698 +50,431 +208%
SFWA
21
Summit Financial Wealth Advisors
Louisiana
$522K 72,556 +4,800 +7%
MIG
22
Mariner Investment Group
New York
$470K 63,899 +22,212 +53%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$392K 53,342 +6,568 +14%
Osaic Holdings
24
Osaic Holdings
Arizona
$372K 50,632 +2,480 +5%
KCM
25
Kempner Capital Management
Texas
$351K 47,800 – –
1
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