SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

59 hedge funds and large institutions have $56.2M invested in Western Asset Intermediate Muni Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
59
Holders Change
-7
Holders Change %
-10.61%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$8.12M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$1.68M
3
RCM
3
Rivernorth Capital Management
Florida
$4.43M
4
LSC
4
Logan Stone Capital
Illinois
$1.57M
5
SWMG
5
Sard Wealth Management Group
Georgia
$267K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$144K
2
SIA
2
SkyView Investment Advisors
New Jersey
$0
3
PAS
3
Park Avenue Securities
New York
$0
4
TIM
4
Tortoise Investment Management
New York
$1.02M
5
WTC
5
WhitTier Trust Company
Nevada
$1.23M
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
1
1607 Capital Partners
Virginia
$10.5M 1,363,762 -8,425 -0.6%
SCM
2
Saba Capital Management
New York
$8.29M 1,076,406 +25,505 +2%
SIA
3
Sit Investment Associates
Minnesota
$8.12M 1,054,039 +447,678 +74%
RCM
4
Rivernorth Capital Management
Florida
$4.43M 575,888 +64,779 +13%
Morgan Stanley
5
Morgan Stanley
New York
$3.47M 451,144 +13,316 +3%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$2.31M 300,075 – –
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$1.68M 218,033 +218,033 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.57M 203,990 -32,887 -14%
LSC
9
Logan Stone Capital
Illinois
$1.57M 203,510 +42,584 +26%
LPL Financial
10
LPL Financial
California
$1.33M 173,278 -13,385 -7%
WTC
11
WhitTier Trust Company
Nevada
$1.23M 159,135 -41,695 -21%
TIM
12
Tortoise Investment Management
New York
$1.02M 132,172 -49,333 -27%
WT
13
Whittier Trust
California
$828K 107,557 -29,318 -21%
AA
14
AQR Arbitrage
Connecticut
$754K 97,954 +4,332 +5%
UBS Group
15
UBS Group
Switzerland
$734K 95,381 -4,135 -4%
RCM
16
Robinson Capital Management
Michigan
$677K 87,550 – –
SFG
17
StrategIQ Financial Group
Indiana
$654K 84,900 +4,572 +6%
AC
18
Almitas Capital
California
$568K 73,762 +17,159 +30%
RPA
19
Rock Point Advisors
Vermont
$528K 68,550 -14,650 -18%
SFWA
20
Summit Financial Wealth Advisors
Louisiana
$494K 64,206 – –
BI
21
Bulldog Investors
New Jersey
$391K 52,697 +4,065 +8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$385K 49,936 -14,107 -22%
KCM
23
Kempner Capital Management
Texas
$368K 47,800 – –
Wells Fargo
24
Wells Fargo
California
$361K 46,929 +4,118 +10%
RJA
25
Raymond James & Associates
Florida
$280K 36,373 +19,165 +111%
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