SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

59 hedge funds and large institutions have $49.7M invested in Western Asset Intermediate Muni Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 5 closing their positions.

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
17
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$4.36M
2
SCM
2
Saba Capital Management
New York
$6.66M
3
LSC
3
Logan Stone Capital
Illinois
$753K
4
AA
4
AQR Arbitrage
Connecticut
$458K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$80K

Top Sellers

1
CCP
1
Clough Capital Partners
Massachusetts
$0
2
WP
2
Woodline Partners
California
$0
3
LPL Financial
3
LPL Financial
California
$1.43M
4
WTC
4
WhitTier Trust Company
Nevada
$1.73M
5
ICMP
5
Integrated Capital Management (Pennsylvania)
Pennsylvania
$132K
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$10.5M 1,372,187 -300 -0%
SCM
2
Saba Capital Management
New York
$6.66M 874,377 +95,598 +12%
RCM
3
Rivernorth Capital Management
Florida
$4.36M 572,418 +266,370 +87%
Morgan Stanley
4
Morgan Stanley
New York
$3.49M 458,036 -13,750 -3%
SIA
5
Sit Investment Associates
Minnesota
$2.45M 321,931 – –
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$2.29M 300,075 – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.81M 236,877 +3,128 +1%
WTC
8
WhitTier Trust Company
Nevada
$1.73M 227,339 -21,786 -9%
TIM
9
Tortoise Investment Management
New York
$1.5M 196,302 -300 -0.2%
LPL Financial
10
LPL Financial
California
$1.43M 187,716 -30,820 -14%
WT
11
Whittier Trust
California
$1.3M 170,492 -12,186 -7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$907K 119,024 -15,224 -11%
LSC
13
Logan Stone Capital
Illinois
$753K 98,846 +32,264 +48%
UBS Group
14
UBS Group
Switzerland
$741K 97,221 -5,073 -5%
SIA
15
SkyView Investment Advisors
New Jersey
$728K 95,475 – –
PAS
16
Park Avenue Securities
New York
$706K 92,680 -6,482 -7%
RCM
17
Robinson Capital Management
Michigan
$673K 87,550 -2,070 -2%
RPA
18
Rock Point Advisors
Vermont
$635K 83,350 +249 +0.3%
SFG
19
StrategIQ Financial Group
Indiana
$629K 82,538 -984 -1%
SFWA
20
Summit Financial Wealth Advisors
Louisiana
$548K 71,906 +4,800 +7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$527K 69,151 -1,332 -2%
AC
22
Almitas Capital
California
$503K 65,425 +9,454 +17%
AA
23
AQR Arbitrage
Connecticut
$458K 60,149 +16,579 +38%
KCM
24
Kempner Capital Management
Texas
$364K 47,800 – –
KIM
25
Karpus Investment Management
New York
$305K 40,000 – –
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