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.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-4
Holders Change %
-6.9%
% of All Funds
0.72%
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
Wells Fargo
California
$2.21M
2
RCM
Rivernorth Capital Management
Florida
$10.5M
3
RCM
Robinson Capital Management
Michigan
$1.46M
4
WA
Whipplewood Advisors
Colorado
$640K
5
Invesco
Invesco
Georgia
$1.54M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$159K
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$1.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$554K
4
WA
Whitebox Advisors
Minnesota
$1.9M
5
1CP
1607 Capital Partners
Virginia
$4.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$10.5M +$1.32M +175,517 +14%
1CP
2
1607 Capital Partners
Virginia
$4.47M -$115K -15,272 -3%
GC
3
Guggenheim Capital
Illinois
$2.5M -$53.8K -7,153 -2%
Wells Fargo
4
Wells Fargo
California
$2.21M +$1.36M +180,555 +160%
WA
5
Whitebox Advisors
Minnesota
$1.9M -$141K -18,812 -7%
Morgan Stanley
6
Morgan Stanley
New York
$1.73M +$146K +19,383 +9%
Invesco
7
Invesco
Georgia
$1.54M +$550K +73,181 +55%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$1.5M -$382K -50,845 -20%
CA
9
Carson Advisory
Georgia
$1.47M -$21.8K -2,900 -1%
RCM
10
Robinson Capital Management
Michigan
$1.46M +$958K +127,413 +190%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.45M -$28K -3,728 -2%
Raymond James Financial
12
Raymond James Financial
Florida
$1.43M +$88.1K +11,720 +7%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$1.29M – – –
AAS
14
Avantax Advisory Services
Texas
$1.19M +$3.23K +430 +0.3%
LPL Financial
15
LPL Financial
California
$1.18M -$30.6K -4,069 -3%
TCM
16
Traub Capital Management
Massachusetts
$982K +$982K +130,531 New
WTC
17
WhitTier Trust Company
Nevada
$729K -$102K -13,565 -12%
WA
18
Whipplewood Advisors
Colorado
$640K +$639K +84,982 +81,713%
WA
19
Waverly Advisors
Alabama
$599K -$54.3K -7,223 -8%
UBS Group
20
UBS Group
Switzerland
$574K +$1.59K +211 +0.3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$554K -$227K -30,213 -29%
RPA
22
Rock Point Advisors
Vermont
$479K -$20.7K -2,750 -4%
LSC
23
Logan Stone Capital
Illinois
$389K +$302K +40,174 +347%
KCM
24
Kempner Capital Management
Texas
$359K – – –
MWM
25
Melfa Wealth Management
Massachusetts
$349K +$89.1K +11,850 +34%
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