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SBI

Western Asset Intermediate Muni Fund
SBI

62 hedge funds and large institutions have $46M invested in Western Asset Intermediate Muni Fund in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

13% more funds holding

Funds holding: 55 → 62 (+7)

2% more capital invested

Capital invested by funds: $45.3M → $46M (+$728K)

0.7% more ownership

Funds ownership: 41.85% → 42.55% (+0.7%)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
16
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
+$710K
2
Pathstone Holdings
Pathstone Holdings
New Jersey
+$598K
3
Osaic Holdings
Osaic Holdings
Arizona
+$458K
4
IAA
Independent Advisor Alliance
North Carolina
+$394K
5
RCM
Robinson Capital Management
Michigan
+$239K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$797K
2
Invesco
Invesco
Georgia
-$315K
3
Wells Fargo
Wells Fargo
California
-$290K
4
WAM
Wolverine Asset Management
Illinois
-$196K
5
LSC
Logan Stone Capital
Illinois
-$113K
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
26
Independent Advisor Alliance
North Carolina
$386K +$394K +50,251 New
RP
27
Riverbridge Partners
Minnesota
$370K +$57.7K +7,363 +18%
NFA
28
Northwest Financial Advisors
Virginia
$357K +$20.3K +2,591 +6%
MWM
29
Melfa Wealth Management
Massachusetts
$356K – – –
SFWA
30
Summit Financial Wealth Advisors
Louisiana
$327K -$31.4K -4,000 -9%
CAM
31
Concorde Asset Management
Michigan
$323K -$111K -14,173 -25%
WT
32
Whittier Trust
California
$315K +$415 +53 +0.1%
LSC
33
Logan Stone Capital
Illinois
$310K -$113K -14,367 -26%
NWMP
34
Noble Wealth Management PBC
Colorado
$264K -$533 -68 -0.2%
CWM
35
Castle Wealth Management
Florida
$249K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$236K +$125K +15,926 +107%
BW
37
Basepoint Wealth
Iowa
$216K +$3.53K +450 +2%
SIA
38
Sit Investment Associates
Minnesota
$214K +$52.7K +6,728 +32%
IWM
39
IHT Wealth Management
Illinois
$199K +$16.6K +2,112 +9%
SI
40
Stephens Inc
Arkansas
$190K – – –
PAG
41
Private Advisor Group
New Jersey
$169K +$65.5K +8,357 +61%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$152K – – –
Mariner
43
Mariner
Kansas
$151K – – –
SAI
44
Savvy Advisors Inc
New York
$139K +$142K +18,143 New
CEFA
45
Closed-End Fund Advisors
Virginia
$134K – – –
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$129K – – –
BHWM
47
Bar Harbor Wealth Management
New Hampshire
$116K – – –
RIL
48
Rothschild Investment LLC
Illinois
$96K – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$92.6K +$94.5K +12,061 New
HighTower Advisors
50
HighTower Advisors
Illinois
$80.1K -$33.1K -4,223 -29%
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SBI Hedge Fund Activity: Q1 2026 in Review

62 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Western Asset Intermediate Muni Fund (SBI) for Q1 2026, worth a combined $46M — up 1.6% from $45.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SBI positions and 1 closed out — a net gain of 8 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Hennion & Walsh Asset Management, opening a new position worth an estimated $710K. The largest seller was LPL Financial, cutting an estimated $797K.

  • 62 institutional investors held Western Asset Intermediate Muni Fund (SBI) as of Q1 2026, up from 55 in Q4 2025.
  • Funds reported $46M of Western Asset Intermediate Muni Fund stock for Q1 2026, up 1.6% quarter-over-quarter.
  • 9 funds opened new Western Asset Intermediate Muni Fund positions in Q1 2026 and 1 closed out, a net change of +8 holders.
  • The largest Western Asset Intermediate Muni Fund buyer in Q1 2026 was Hennion & Walsh Asset Management, an estimated $710K added.
  • The largest Western Asset Intermediate Muni Fund seller in Q1 2026 was LPL Financial, an estimated $797K sold.

Based on aggregated 13F filings for Q1 2026.