SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

54 hedge funds and large institutions have $45.1M invested in Western Asset Intermediate Muni Fund in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$2.21M
2
RCM
2
Rivernorth Capital Management
Florida
$10.5M
3
TCM
3
Traub Capital Management
Massachusetts
$982K
4
RCM
4
Robinson Capital Management
Michigan
$1.46M
5
WA
5
Whipplewood Advisors
Colorado
$640K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$159K
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$1.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$554K
4
WA
4
Whitebox Advisors
Minnesota
$1.9M
5
1CP
5
1607 Capital Partners
Virginia
$4.47M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$10.5M 1,399,124 +175,517 +14%
1CP
2
1607 Capital Partners
Virginia
$4.47M 594,301 -15,272 -3%
GC
3
Guggenheim Capital
Illinois
$2.5M 332,781 -7,153 -2%
Wells Fargo
4
Wells Fargo
California
$2.21M 293,682 +180,555 +160%
WA
5
Whitebox Advisors
Minnesota
$1.9M 252,626 -18,812 -7%
Morgan Stanley
6
Morgan Stanley
New York
$1.73M 230,244 +19,383 +9%
Invesco
7
Invesco
Georgia
$1.54M 205,096 +73,181 +55%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$1.5M 199,751 -50,845 -20%
CA
9
Carson Advisory
Georgia
$1.47M 194,897 -2,900 -1%
RCM
10
Robinson Capital Management
Michigan
$1.46M 194,504 +127,413 +190%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.45M 192,362 -3,728 -2%
Raymond James Financial
12
Raymond James Financial
Florida
$1.43M 189,929 +11,720 +7%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$1.29M 171,558 – –
AAS
14
Avantax Advisory Services
Texas
$1.19M 157,997 +430 +0.3%
LPL Financial
15
LPL Financial
California
$1.18M 157,166 -4,069 -3%
TCM
16
Traub Capital Management
Massachusetts
$982K 130,531 +130,531 New
WTC
17
WhitTier Trust Company
Nevada
$729K 96,910 -13,565 -12%
WA
18
Whipplewood Advisors
Colorado
$640K 85,086 +84,982 +81,713%
WA
19
Waverly Advisors
Alabama
$599K 79,641 -7,223 -8%
UBS Group
20
UBS Group
Switzerland
$574K 76,271 +211 +0.3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$554K 73,697 -30,213 -29%
RPA
22
Rock Point Advisors
Vermont
$479K 63,675 -2,750 -4%
LSC
23
Logan Stone Capital
Illinois
$389K 51,748 +40,174 +347%
KCM
24
Kempner Capital Management
Texas
$359K 47,800 – –
MWM
25
Melfa Wealth Management
Massachusetts
$349K 46,347 +11,850 +34%
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