SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

57 hedge funds and large institutions have $55.7M invested in Western Asset Intermediate Muni Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$8.43M
2
SIA
2
Sit Investment Associates
Minnesota
$9.71M
3
SIA
3
SkyView Investment Advisors
New Jersey
$677K
4
WA
4
Waverly Advisors
Alabama
$672K
5
AGM
5
Alpine Global Management
New York
$626K

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$7M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.75M
3
AC
3
Almitas Capital
California
$0
4
SCM
4
Saba Capital Management
New York
$7.97M
5
RCM
5
Robinson Capital Management
Michigan
$214K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$9.71M 1,225,495 +171,456 +16%
RCM
2
Rivernorth Capital Management
Florida
$8.43M 1,064,076 +488,188 +85%
SCM
3
Saba Capital Management
New York
$7.97M 1,006,586 -69,820 -6%
1CP
4
1607 Capital Partners
Virginia
$7M 883,873 -479,889 -35%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$2.38M 300,075 – –
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$1.79M 226,322 +8,289 +4%
Morgan Stanley
7
Morgan Stanley
New York
$1.75M 221,459 -229,685 -51%
LSC
8
Logan Stone Capital
Illinois
$1.59M 200,701 -2,809 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.56M 197,490 -6,500 -3%
LPL Financial
10
LPL Financial
California
$1.36M 171,236 -2,042 -1%
WTC
11
WhitTier Trust Company
Nevada
$1.2M 151,992 -7,143 -4%
UBS Group
12
UBS Group
Switzerland
$777K 98,144 +2,763 +3%
WT
13
Whittier Trust
California
$730K 92,143 -15,414 -14%
TIM
14
Tortoise Investment Management
New York
$687K 86,802 -45,370 -34%
SIA
15
SkyView Investment Advisors
New Jersey
$677K 85,443 +85,443 New
WA
16
Waverly Advisors
Alabama
$672K 84,807 +84,807 New
AGM
17
Alpine Global Management
New York
$626K 79,100 +79,100 New
AA
18
AQR Arbitrage
Connecticut
$577K 72,895 -25,059 -26%
RPA
19
Rock Point Advisors
Vermont
$536K 67,675 -875 -1%
SFWA
20
Summit Financial Wealth Advisors
Louisiana
$425K 53,606 -10,600 -17%
FPCP
21
Fort Point Capital Partners
California
$397K 50,102 +25,389 +103%
KCM
22
Kempner Capital Management
Texas
$379K 47,800 – –
WA
23
Whitebox Advisors
Minnesota
$342K 43,141 +43,141 New
Wells Fargo
24
Wells Fargo
California
$337K 42,528 -4,401 -9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$324K 40,881 -9,055 -18%
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