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SBI

Western Asset Intermediate Muni Fund
SBI

60 hedge funds and large institutions have $48.2M invested in Western Asset Intermediate Muni Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

3% more funds holding

Funds holding: 58 → 60 (+2)

5.67% less ownership

Funds ownership: 48.95% → 43.28% (-5.7%)

10% less capital invested

Capital invested by funds: $53.4M → $48.2M (-$5.14M)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$535K
2
RCM
Robinson Capital Management
Michigan
+$525K
3
Invesco
Invesco
Georgia
+$423K
4
WAM
Wolverine Asset Management
Illinois
+$224K
5
CA
Carson Advisory
Georgia
+$180K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$4.33M
2
RCM
Rivernorth Capital Management
Florida
-$2.5M
3
WA
Whipplewood Advisors
Colorado
-$648K
4
IAA
Independent Advisor Alliance
North Carolina
-$389K
5
LA
LexAurum Advisors
Kansas
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
26
Kempner Capital Management
Texas
$373K – – –
MWM
27
Melfa Wealth Management
Massachusetts
$269K – – –
WAM
28
Wolverine Asset Management
Illinois
$265K +$224K +28,663 +542%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$236K +$28.2K +3,600 +13%
TIM
30
Tortoise Investment Management
New York
$230K -$100K -12,820 -30%
BW
31
Basepoint Wealth
Iowa
$229K -$28K -3,577 -11%
SI
32
Stephens Inc
Arkansas
$191K -$2.35K -300 -1%
ATPW
33
Ashton Thomas Private Wealth
Arizona
$176K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$159K -$27.7K -3,540 -15%
HighTower Advisors
35
HighTower Advisors
Illinois
$154K -$22K -2,811 -12%
AWA
36
Aquire Wealth Advisors
Utah
$153K – – –
Mariner
37
Mariner
Kansas
$153K – – –
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$137K – – –
IWM
39
IHT Wealth Management
Illinois
$126K +$127K +16,215 New
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$122K – – –
BHWM
41
Bar Harbor Wealth Management
New Hampshire
$118K – – –
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$117K -$44.8K -5,721 -28%
GC
43
GatePass Capital
Ohio
$117K +$39.2K +5,000 +50%
SIA
44
SkyView Investment Advisors
New Jersey
$110K – – –
PAS
45
PKS Advisory Services
New York
$109K – – –
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$105K – – –
NFA
47
Northwest Financial Advisors
Virginia
$105K +$106K +13,500 New
RIL
48
Rothschild Investment LLC
Illinois
$97.5K – – –
SWMG
49
Sard Wealth Management Group
Georgia
$92.8K – – –
CAM
50
Concorde Asset Management
Michigan
$90.5K +$92.7K +11,840 New
1
2
3

SBI Hedge Fund Activity: Q1 2025 in Review

60 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q1 2025, worth a combined $48.2M — down 9.6% from $53.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SBI positions and 6 closed out — a net gain of 2 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $535K. The largest seller was Sit Investment Associates, cutting an estimated $4.33M.

  • 60 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q1 2025, up from 58 in Q4 2024.
  • Funds reported $48.2M of Western Asset Intermediate Muni Fund stock for Q1 2025, down 9.6% quarter-over-quarter.
  • 8 funds opened new Western Asset Intermediate Muni Fund positions in Q1 2025 and 6 closed out, a net change of +2 holders.
  • The largest Western Asset Intermediate Muni Fund buyer in Q1 2025 was Wells Fargo, an estimated $535K added.
  • The largest Western Asset Intermediate Muni Fund seller in Q1 2025 was Sit Investment Associates, an estimated $4.33M sold.

Based on aggregated 13F filings for Q1 2025.