Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WESTERN ASSET INTER MUNI COM (SBI)

52 + Investors. Track Smart Money conviction in SBI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
58%

Smart Money Signals — SBI

Based on 52 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
52 funds currently hold this stock — 88% of the 3.0-year high of 59 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SBI is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 58% buying

22 buying16 selling
Last quarter: 22 funds bought or added vs 16 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 4 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 27% medium ■ 17% new
29 out of 52 hedge funds have held SBI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +1%, value -97%

Value
-97%
Shares
+0%
Last quarter: funds added +1% more shares while total portfolio value only changed -97%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~4 new funds/quarter

9 → 8 → 4 → 7 → 4 new funds/Q
New funds entering each quarter: 8 → 4 → 7 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 19% 1-2yr ■ 25% new
Of 52 current holders: 29 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
8 of 52 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SBI

How many hedge funds hold SBI — quarterly history vs. share price
Quarterly hedge fund ownership of SBI vs. share price

Market Analysis: SBI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SBI

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: SBI
2026 Q1 Stats Unlock in 17 days 52 + Investors

Track Smart Money conviction in SBI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 52 52 -
13F Shares 6M 6M 0.64%
Total Value $44M $1.66B -97.38%
New Positions 4 7 -3
Increased Positions 18 15 +3
Closed Positions 4 7 -3
Reduced Positions 12 12 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SBI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

52 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SBI. Verified SEC 13F-HR filings.

Top 18 institutional holders of SBI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Northwest Financial Advisors 0.69% 46,461 $357K
2 Traub Capital Management LLC 0.66% 86,839 $667K
3 Whipplewood Advisors, LLC 0.37% 91,874 $706K
4 MELFA WEALTH MANAGEMENT, INC. 0.20% 46,347 $356K
5 Noble Wealth Management PBC 0.13% 34,423 $264K
6 CASTLE WEALTH MANAGEMENT LLC 0.08% 32,451 $249K
7 WHITTIER TRUST CO OF NEVADA INC 0.01% 81,546 $620K
8 RIVERBRIDGE PARTNERS LLC 0.01% 48,234 $370K
9 GILL CAPITAL PARTNERS, LLC 0.01% 3,256 $25K
10 BAR HARBOR WEALTH MANAGEMENT 0.01% 15,110 $116K
11 WHITTIER TRUST CO 0.00% 41,396 $315K
12 STEPHENS INC /AR/ 0.00% 24,800 $190K
13 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 191,062 $1.5M
14 HIGHLINE WEALTH PARTNERS LLC 0.00% 1,000 $8K
15 Private Advisor Group, LLC 0.00% 22,035 $169K
16 Cambridge Investment Research Advisors, Inc. 0.00% 30,787 —
17 Janney Montgomery Scott LLC 0.00% 19,850 —
18 Spire Wealth Management 0.00% 330 $3K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WESTERN ASSET INTER MUNI COM (SBI)

What does the Smart Money Trend signal show for SBI?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SBI?

Slight buying edge — 58% buying: Last quarter: 22 funds bought or added vs 16 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SBI holders?

Strong quality — 28% AUM from major funds: 8 of 52 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SBI?

56% of holders stayed for 2+ years: 29 out of 52 hedge funds have held SBI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.