SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

63 hedge funds and large institutions have $49.1M invested in Western Asset Intermediate Muni Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 12 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
12
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$2.55M
2
SCM
2
Saba Capital Management
New York
$6.16M
3
CCP
3
Clough Capital Partners
Massachusetts
$1.06M
4
WP
4
Woodline Partners
California
$702K
5
LPL Financial
5
LPL Financial
California
$1.73M

Top Sellers

1
WTC
1
WhitTier Trust Company
Nevada
$1.97M
2
RCM
2
Robinson Capital Management
Michigan
$694K
3
1CP
3
1607 Capital Partners
Virginia
$10.9M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
LSC
5
Logan Stone Capital
Illinois
$526K
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$10.9M 1,372,487 -73,709 -5%
SCM
2
Saba Capital Management
New York
$6.16M 778,779 +162,240 +26%
Morgan Stanley
3
Morgan Stanley
New York
$3.73M 471,786 -16,078 -3%
SIA
4
Sit Investment Associates
Minnesota
$2.55M 321,931 +321,931 New
RCM
5
Rivernorth Capital Management
Florida
$2.42M 306,048 – –
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$2.37M 300,075 – –
WTC
7
WhitTier Trust Company
Nevada
$1.97M 249,125 -122,384 -33%
LPL Financial
8
LPL Financial
California
$1.73M 218,536 +30,231 +16%
TIM
9
Tortoise Investment Management
New York
$1.55M 196,602 -3,271 -2%
WT
10
Whittier Trust
California
$1.44M 182,678 -6,440 -3%
CCP
11
Clough Capital Partners
Massachusetts
$1.06M 134,335 +134,335 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.06M 134,248 -11,277 -8%
UBS Group
13
UBS Group
Switzerland
$809K 102,294 -4,963 -5%
PAS
14
Park Avenue Securities
New York
$784K 99,162 -8,655 -8%
SIA
15
SkyView Investment Advisors
New Jersey
$755K 95,475 – –
WP
16
Woodline Partners
California
$702K 88,825 +88,825 New
RCM
17
Robinson Capital Management
Michigan
$694K 89,620 -97,595 -52%
SFG
18
StrategIQ Financial Group
Indiana
$660K 83,522 -1,990 -2%
RPA
19
Rock Point Advisors
Vermont
$657K 83,101 +2,851 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$558K 70,483 -4,399 -6%
SFWA
21
Summit Financial Wealth Advisors
Louisiana
$531K 67,106 -1,450 -2%
LSC
22
Logan Stone Capital
Illinois
$526K 66,582 -58,889 -47%
AC
23
Almitas Capital
California
$443K 55,971 -55,266 -50%
KCM
24
Kempner Capital Management
Texas
$378K 47,800 – –
AA
25
AQR Arbitrage
Connecticut
$344K 43,570 +6,385 +17%
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