SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

56 hedge funds and large institutions have $55.7M invested in Western Asset Intermediate Muni Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$1.24M
2
GC
2
Guggenheim Capital
Illinois
$1M
3
SIA
3
Sit Investment Associates
Minnesota
$10.5M
4
CA
4
Carson Advisory
Georgia
$733K
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.22M

Top Sellers

1
1CP
1
1607 Capital Partners
Virginia
$5.15M
2
AGM
2
Alpine Global Management
New York
$0
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$1.77M
4
SCM
4
Saba Capital Management
New York
$1.03M
5
FPCP
5
Fort Point Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$13.7M 1,674,840 +45,940 +3%
SIA
2
Sit Investment Associates
Minnesota
$10.5M 1,282,145 +89,646 +8%
1CP
3
1607 Capital Partners
Virginia
$5.15M 628,157 -158,700 -20%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$2.22M 270,171 +51,543 +24%
Morgan Stanley
5
Morgan Stanley
New York
$1.88M 228,743 -1,505 -0.7%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$1.77M 216,075 -84,000 -28%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.61M 196,490 -1,000 -0.5%
WA
8
Whitebox Advisors
Minnesota
$1.41M 171,438 +1,994 +1%
LPL Financial
9
LPL Financial
California
$1.28M 156,524 -9,695 -6%
AAS
10
Avantax Advisory Services
Texas
$1.24M 151,520 +151,520 New
LSC
11
Logan Stone Capital
Illinois
$1.16M 141,540 -9,943 -7%
SCM
12
Saba Capital Management
New York
$1.03M 125,453 -73,426 -37%
WTC
13
WhitTier Trust Company
Nevada
$1.02M 124,188 -8,901 -7%
GC
14
Guggenheim Capital
Illinois
$1M 122,403 +122,403 New
RJA
15
Raymond James & Associates
Florida
$936K 114,165 +22,076 +24%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$853K 104,045 -7 -0%
UBS Group
17
UBS Group
Switzerland
$783K 95,511 +373 +0.4%
CA
18
Carson Advisory
Georgia
$733K 89,381 +89,381 New
WA
19
Waverly Advisors
Alabama
$679K 82,759 -286 -0.3%
RPA
20
Rock Point Advisors
Vermont
$551K 67,175 -250 -0.4%
TIM
21
Tortoise Investment Management
New York
$532K 64,822 -7,430 -10%
WT
22
Whittier Trust
California
$457K 55,684 -16,140 -22%
WAM
23
Wolverine Asset Management
Illinois
$430K 52,493 +20,884 +66%
SFWA
24
Summit Financial Wealth Advisors
Louisiana
$407K 49,606 – –
KCM
25
Kempner Capital Management
Texas
$392K 47,800 – –
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