SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

56 hedge funds and large institutions have $53M invested in Western Asset Intermediate Muni Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
11
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$2.67M
2
Raymond James Financial
2
Raymond James Financial
Florida
$1.31M
3
WA
3
Whitebox Advisors
Minnesota
$2.1M
4
CA
4
Carson Advisory
Georgia
$1.35M
5
WA
5
Whipplewood Advisors
Colorado
$642K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
RCM
2
Rivernorth Capital Management
Florida
$11.9M
3
LSC
3
Logan Stone Capital
Illinois
$122K
4
SIA
4
Sit Investment Associates
Minnesota
$9.15M
5
WAM
5
Wolverine Asset Management
Illinois
$41K
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$11.9M 1,542,743 -132,097 -8%
SIA
2
Sit Investment Associates
Minnesota
$9.15M 1,181,590 -100,555 -8%
1CP
3
1607 Capital Partners
Virginia
$4.86M 627,499 -658 -0.1%
GC
4
Guggenheim Capital
Illinois
$2.67M 345,242 +222,839 +182%
WA
5
Whitebox Advisors
Minnesota
$2.1M 271,438 +100,000 +58%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$2.06M 265,418 -4,753 -2%
Morgan Stanley
7
Morgan Stanley
New York
$1.6M 206,301 -22,442 -10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.51M 194,490 -2,000 -1%
CA
9
Carson Advisory
Georgia
$1.35M 174,753 +85,372 +96%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$1.33M 171,558 -44,517 -21%
Raymond James Financial
11
Raymond James Financial
Florida
$1.31M 169,666 +169,666 New
LPL Financial
12
LPL Financial
California
$1.21M 155,872 -652 -0.4%
AAS
13
Avantax Advisory Services
Texas
$1.2M 155,610 +4,090 +3%
WTC
14
WhitTier Trust Company
Nevada
$901K 116,375 -7,813 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$803K 103,682 -363 -0.3%
WA
16
Waverly Advisors
Alabama
$670K 86,525 +3,766 +5%
WA
17
Whipplewood Advisors
Colorado
$642K 82,887 +82,887 New
Invesco
18
Invesco
Georgia
$603K 77,850 +77,850 New
UBS Group
19
UBS Group
Switzerland
$592K 76,527 -18,984 -20%
NWMP
20
Noble Wealth Management PBC
Colorado
$548K 70,835 +70,835 New
RPA
21
Rock Point Advisors
Vermont
$518K 66,925 -250 -0.4%
WT
22
Whittier Trust
California
$431K 55,747 +63 +0.1%
IAA
23
Independent Advisor Alliance
North Carolina
$389K 50,251 +50,251 New
SFWA
24
Summit Financial Wealth Advisors
Louisiana
$386K 49,606 – –
KCM
25
Kempner Capital Management
Texas
$370K 47,800 – –
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