SBI

Western Asset Intermediate Muni Fund
SBI

Overview Fund Activity

58 hedge funds and large institutions have $47.9M invested in Western Asset Intermediate Muni Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$882K
2
RCM
2
Robinson Capital Management
Michigan
$523K
3
Invesco
3
Invesco
Georgia
$1.03M
4
WAM
4
Wolverine Asset Management
Illinois
$265K
5
CA
5
Carson Advisory
Georgia
$1.54M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$663K
2
SIA
2
Sit Investment Associates
Minnesota
$4.9M
3
RCM
3
Rivernorth Capital Management
Florida
$9.54M
4
IAA
4
Independent Advisor Alliance
North Carolina
$0
5
LA
5
LexAurum Advisors
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$9.54M 1,223,607 -319,136 -21%
SIA
2
Sit Investment Associates
Minnesota
$4.9M 628,221 -553,369 -47%
1CP
3
1607 Capital Partners
Virginia
$4.75M 609,573 -17,926 -3%
GC
4
Guggenheim Capital
Illinois
$2.65M 339,934 -5,308 -2%
WA
5
Whitebox Advisors
Minnesota
$2.12M 271,438 – –
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$1.98M 250,596 -14,822 -6%
Morgan Stanley
7
Morgan Stanley
New York
$1.64M 210,861 +4,560 +2%
CA
8
Carson Advisory
Georgia
$1.54M 197,797 +23,044 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.53M 196,090 +1,600 +0.8%
Raymond James Financial
10
Raymond James Financial
Florida
$1.39M 178,209 +8,543 +5%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$1.34M 171,558 – –
LPL Financial
12
LPL Financial
California
$1.26M 161,235 +5,363 +3%
AAS
13
Avantax Advisory Services
Texas
$1.23M 157,567 +1,957 +1%
Invesco
14
Invesco
Georgia
$1.03M 131,915 +54,065 +69%
Wells Fargo
15
Wells Fargo
California
$882K 113,127 +68,303 +152%
WTC
16
WhitTier Trust Company
Nevada
$862K 110,475 -5,900 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$810K 103,910 +228 +0.2%
WA
18
Waverly Advisors
Alabama
$678K 86,864 +339 +0.4%
WA
19
Whipplewood Advisors
Colorado
$663K 104 -82,783 -100%
UBS Group
20
UBS Group
Switzerland
$593K 76,060 -467 -0.6%
NWMP
21
Noble Wealth Management PBC
Colorado
$572K 73,335 +2,500 +4%
RCM
22
Robinson Capital Management
Michigan
$523K 67,091 +67,091 New
RPA
23
Rock Point Advisors
Vermont
$518K 66,425 -500 -0.7%
WT
24
Whittier Trust
California
$422K 54,079 -1,668 -3%
SFWA
25
Summit Financial Wealth Advisors
Louisiana
$377K 48,356 -1,250 -3%
1
2 3