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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$710K |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$598K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$458K |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$394K |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$797K |
| 2 |
Invesco
Atlanta,
Georgia
|
-$315K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$290K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$196K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$113K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIC
51
Hamrick Investment Counsel
Seattle,
Washington
| $79.2K | +$80.8K | +10,306 | New |
|
52
Mercer Global Advisors
Denver,
Colorado
| $78.3K | – | – | – |
|
|
GC
53
GatePass Capital
Independence,
Ohio
| $76.8K | -$39.2K | -5,000 | -33% |
|
|
SPIA
54
Steward Partners Investment Advisory
New York
| $60.4K | – | – | – |
|
|
GCP
55
Gill Capital Partners
Denver,
Colorado
| $25K | +$25.5K | +3,256 | New |
|
|
AF
56
Allworth Financial
Folsom,
California
| $23K | +$23.5K | +3,000 | New |
|
57
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $20.3K | +$20.7K | +2,639 | New |
|
|
PCM
58
Penserra Capital Management
Orinda,
California
| $11K | +$11.4K | +1,454 | New |
|
|
HWP
59
Highline Wealth Partners
Sherman Oaks,
California
| $7.68K | – | – | – |
|
|
MCM
60
MAI Capital Management
Independence,
Ohio
| $5.19K | +$78 | +10 | +2% |
|
|
SWA
61
SOA Wealth Advisors
New York
| $3.71K | – | – | – |
|
|
SWM
62
Spire Wealth Management
Mclean,
Virginia
| $2.53K | – | – | – |
|
|
WAM
63
Wolverine Asset Management
Chicago,
Illinois
| – | -$196K | -25,480 | Closed |
|
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.