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SBI

Western Asset Intermediate Muni Fund

58 hedge funds and large institutions have $53.4M invested in Western Asset Intermediate Muni Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

0.34% more ownership

Funds ownership: 48.61%48.95% (+0.34%)

0% more funds holding

Funds holding: 5858 (0)

5% less capital invested

Capital invested by funds: $56.1M → $53.4M (-$2.76M)

48% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 21

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
11
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$11.9M -$1.06M -132,097 -8%
SIA
2
Sit Investment Associates
Minnesota
$9.15M -$810K -100,555 -8%
1CP
3
1607 Capital Partners
Virginia
$4.86M -$5.3K -658 -0.1%
GC
4
Guggenheim Capital
Illinois
$2.67M +$1.8M +222,839 +182%
WA
5
Whitebox Advisors
Minnesota
$2.1M +$806K +100,000 +58%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$2.06M -$38.3K -4,753 -2%
Morgan Stanley
7
Morgan Stanley
New York
$1.6M -$181K -22,442 -10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.5M -$16.1K -2,000 -1%
CA
9
Carson Advisory
Georgia
$1.35M +$688K +85,372 +96%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$1.33M -$359K -44,517 -21%
Raymond James Financial
11
Raymond James Financial
Florida
$1.31M +$1.37M +169,666 New
LPL Financial
12
LPL Financial
California
$1.21M -$5.25K -652 -0.4%
AAS
13
Avantax Advisory Services
Texas
$1.2M +$33K +4,090 +3%
WTC
14
WhitTier Trust Company
Nevada
$901K -$63K -7,813 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$803K -$2.92K -363 -0.3%
WA
16
Waverly Advisors
Alabama
$670K +$30.3K +3,766 +5%
WA
17
Whipplewood Advisors
Colorado
$642K +$668K +82,887 New
Invesco
18
Invesco
Georgia
$603K +$627K +77,850 New
UBS Group
19
UBS Group
Switzerland
$592K -$153K -18,984 -20%
NWMP
20
Noble Wealth Management PBC
Colorado
$548K +$571K +70,835 New
RPA
21
Rock Point Advisors
Vermont
$518K -$2.01K -250 -0.4%
WT
22
Whittier Trust
California
$431K +$508 +63 +0.1%
IAA
23
Independent Advisor Alliance
North Carolina
$389K +$405K +50,251 New
SFWA
24
Summit Financial Wealth Advisors
Louisiana
$386K
KCM
25
Kempner Capital Management
Texas
$370K