SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

57 hedge funds and large institutions have $53.7M invested in Western Asset Intermediate Muni Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 3 closing their positions.

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$12.8M
2
WA
2
Whitebox Advisors
Minnesota
$1.33M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$818K
4
AGM
4
Alpine Global Management
New York
$1.11M
5
RJA
5
Raymond James & Associates
Florida
$724K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$1.56M
2
1CP
2
1607 Capital Partners
Virginia
$6.18M
3
SIA
3
SkyView Investment Advisors
New Jersey
$150K
4
AA
4
AQR Arbitrage
Connecticut
$104K
5
LSC
5
Logan Stone Capital
Illinois
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$12.8M 1,628,900 +564,824 +53%
SIA
2
Sit Investment Associates
Minnesota
$9.37M 1,192,499 -32,996 -3%
1CP
3
1607 Capital Partners
Virginia
$6.18M 786,857 -97,016 -11%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$2.36M 300,075 – –
Morgan Stanley
5
Morgan Stanley
New York
$1.81M 230,248 +8,789 +4%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$1.72M 218,628 -7,694 -3%
SCM
7
Saba Capital Management
New York
$1.56M 198,879 -807,707 -80%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.55M 197,490 – –
WA
9
Whitebox Advisors
Minnesota
$1.33M 169,444 +126,303 +293%
LPL Financial
10
LPL Financial
California
$1.31M 166,219 -5,017 -3%
LSC
11
Logan Stone Capital
Illinois
$1.19M 151,483 -49,218 -25%
AGM
12
Alpine Global Management
New York
$1.11M 140,999 +61,899 +78%
WTC
13
WhitTier Trust Company
Nevada
$1.05M 133,089 -18,903 -12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$818K 104,052 +104,052 New
UBS Group
15
UBS Group
Switzerland
$748K 95,138 -3,006 -3%
RJA
16
Raymond James & Associates
Florida
$724K 92,089 +55,680 +153%
WA
17
Waverly Advisors
Alabama
$653K 83,045 -1,762 -2%
TIM
18
Tortoise Investment Management
New York
$568K 72,252 -14,550 -17%
WT
19
Whittier Trust
California
$565K 71,824 -20,319 -22%
RPA
20
Rock Point Advisors
Vermont
$530K 67,425 -250 -0.4%
FPCP
21
Fort Point Capital Partners
California
$482K 61,276 +11,174 +22%
SFWA
22
Summit Financial Wealth Advisors
Louisiana
$390K 49,606 -4,000 -7%
KCM
23
Kempner Capital Management
Texas
$376K 47,800 – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$322K 40,927 +46 +0.1%
Wells Fargo
25
Wells Fargo
California
$320K 40,767 -1,761 -4%
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