SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

66 hedge funds and large institutions have $50.4M invested in Western Asset Intermediate Muni Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 0 closing their positions.

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
23
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$4.34M
2
SCM
2
Saba Capital Management
New York
$7.52M
3
API
3
Advisor Partners II
California
$451K
4
LSC
4
Logan Stone Capital
Illinois
$1.15M
5
AA
5
AQR Arbitrage
Connecticut
$670K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$3.66M
2
WT
2
Whittier Trust
California
$980K
3
WTC
3
WhitTier Trust Company
Nevada
$1.44M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.13M
5
TIM
5
Tortoise Investment Management
New York
$1.3M
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$9.82M 1,372,187 – –
SCM
2
Saba Capital Management
New York
$7.52M 1,050,901 +176,524 +20%
SIA
3
Sit Investment Associates
Minnesota
$4.34M 606,361 +284,430 +88%
RCM
4
Rivernorth Capital Management
Florida
$3.66M 511,109 -61,309 -11%
Morgan Stanley
5
Morgan Stanley
New York
$3.13M 437,828 -20,208 -4%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$2.15M 300,075 – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.7M 236,877 – –
WTC
8
WhitTier Trust Company
Nevada
$1.44M 200,830 -26,509 -12%
LPL Financial
9
LPL Financial
California
$1.34M 186,663 -1,053 -0.6%
TIM
10
Tortoise Investment Management
New York
$1.3M 181,505 -14,797 -8%
LSC
11
Logan Stone Capital
Illinois
$1.15M 160,926 +62,080 +63%
WT
12
Whittier Trust
California
$980K 136,875 -33,617 -20%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$844K 117,816 -1,208 -1%
UBS Group
14
UBS Group
Switzerland
$713K 99,516 +2,295 +2%
SIA
15
SkyView Investment Advisors
New Jersey
$684K 95,475 – –
AA
16
AQR Arbitrage
Connecticut
$670K 93,622 +33,473 +56%
PAS
17
Park Avenue Securities
New York
$665K 92,836 +156 +0.2%
RCM
18
Robinson Capital Management
Michigan
$626K 87,550 – –
RPA
19
Rock Point Advisors
Vermont
$596K 83,200 -150 -0.2%
SFG
20
StrategIQ Financial Group
Indiana
$575K 80,328 -2,210 -3%
SFWA
21
Summit Financial Wealth Advisors
Louisiana
$467K 64,206 -7,700 -11%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$459K 64,043 -5,108 -7%
API
23
Advisor Partners II
California
$451K 62,979 +62,979 New
AC
24
Almitas Capital
California
$405K 56,603 -8,822 -13%
BI
25
Bulldog Investors
New Jersey
$348K 48,632 +24,800 +104%
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