SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

58 hedge funds and large institutions have $47.5M invested in Western Asset Intermediate Muni Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 25 reducing their positions, and 11 closing their positions.

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$4.68M
2
TIM
2
Tortoise Investment Management
New York
$1.52M
3
AC
3
Almitas Capital
California
$844K
4
RCM
4
Rivernorth Capital Management
Florida
$2.32M
5
UBS Group
5
UBS Group
Switzerland
$814K

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$304K
2
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$0
3
WTC
3
WhitTier Trust Company
Nevada
$2.82M
4
WT
4
Whittier Trust
California
$1.44M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$11M 1,446,196 +55,850 +4%
SCM
2
Saba Capital Management
New York
$4.68M 616,539 +616,539 New
Morgan Stanley
3
Morgan Stanley
New York
$3.7M 487,864 +9,736 +2%
WTC
4
WhitTier Trust Company
Nevada
$2.82M 371,509 -62,733 -14%
RCM
5
Rivernorth Capital Management
Florida
$2.32M 306,048 +105,715 +53%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$2.28M 300,075 – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.79M 236,449 -17,638 -7%
TIM
8
Tortoise Investment Management
New York
$1.52M 199,873 +180,253 +919%
WT
9
Whittier Trust
California
$1.44M 189,118 -53,606 -22%
RCM
10
Robinson Capital Management
Michigan
$1.43M 187,215 +61,664 +49%
LPL Financial
11
LPL Financial
California
$1.43M 188,305 -940 -0.5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.1M 145,525 -8,392 -5%
LSC
13
Logan Stone Capital
Illinois
$952K 125,471 +50,773 +68%
AC
14
Almitas Capital
California
$844K 111,237 +106,475 +2,236%
PAS
15
Park Avenue Securities
New York
$818K 107,817 -1,281 -1%
UBS Group
16
UBS Group
Switzerland
$814K 107,257 +75,058 +233%
SIA
17
SkyView Investment Advisors
New Jersey
$725K 95,475 – –
SFG
18
StrategIQ Financial Group
Indiana
$649K 85,512 -13,662 -14%
RPA
19
Rock Point Advisors
Vermont
$609K 80,250 -1,200 -1%
WAM
20
Wolverine Asset Management
Illinois
$576K 75,891 -7,444 -9%
Wells Fargo
21
Wells Fargo
California
$570K 75,043 -4,467 -6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$568K 74,882 -14,384 -16%
SFWA
23
Summit Financial Wealth Advisors
Louisiana
$520K 68,556 -4,000 -6%
KCM
24
Kempner Capital Management
Texas
$363K 47,800 – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$309K 40,754 +26,550 +187%
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