Western Asset Diversified Income Fund
WDI
27 hedge funds and large institutions have $142M invested in Western Asset Diversified Income Fund in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 7 increasing their positions, reducing their positions, and 6 closing their positions.
336% more capital invested
Capital invested by funds: $32.6M → $142M (+$109M)
183% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 6
69% more funds holding
Funds holding: 16 → 27 (+11)
12.12% more ownership
Funds ownership: 3.39% → 15.51% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$36.6M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$26.4M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$24M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$4.24M |
| 5 |
RVPG
Relative Value Partners Group
|
+$3.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$440K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$407K |
| 3 |
OC
Oppenheimer & Co
New York
|
-$231K |
| 4 |
FIA
FNY Investment Advisers
New York
|
-$115K |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
26
American Portfolios Advisors
Holbrook,
New York
| $12.1K | +$245 | +13 | +2% |
|
27
Rockefeller Capital Management
New York
| $9K | +$9.41K | +500 | New |
|
|
BRWA
28
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$440K | -22,857 | Closed |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| – | -$407K | -21,200 | Closed |
|
|
OC
30
Oppenheimer & Co
New York
| – | -$231K | -12,000 | Closed |
|
|
FIA
31
FNY Investment Advisers
New York
| – | -$115K | -6,000 | Closed |
|
|
32
Bessemer Group
Woodbridge,
New Jersey
| – | -$10K | -500 | Closed |
|
WDI Hedge Fund Activity: Q4 2021 in Review
27 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Asset Diversified Income Fund (WDI) for Q4 2021, worth a combined $142M — up 336% from $32.6M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new WDI positions and 6 closed out — a net gain of 11 holders — while 7 added to existing stakes and 0 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $36.6M. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $440K sold.
- 27 institutional investors held Western Asset Diversified Income Fund (WDI) as of Q4 2021, up from 16 in Q3 2021.
- Funds reported $142M of Western Asset Diversified Income Fund stock for Q4 2021, up 336% quarter-over-quarter.
- 17 funds opened new Western Asset Diversified Income Fund positions in Q4 2021 and 6 closed out, a net change of +11 holders.
- The largest Western Asset Diversified Income Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $36.6M added.
- The largest Western Asset Diversified Income Fund seller in Q4 2021 was B. Riley Wealth Advisors, an estimated $440K sold.
Based on aggregated 13F filings for Q4 2021.