WDI

Western Asset Diversified Income Fund
WDI

Overview Fund Activity

46 hedge funds and large institutions have $164M invested in Western Asset Diversified Income Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.1M
2
COLIM
2
City of London Investment Management
United Kingdom
$7.03M
3
SIA
3
Sit Investment Associates
Minnesota
$21.6M
4
SFS
4
Shaker Financial Services
Virginia
$1.33M
5
Cohen & Steers
5
Cohen & Steers
New York
$4.68M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$14.9M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
RJA
4
Raymond James & Associates
Florida
$161K
5
1CP
5
1607 Capital Partners
Virginia
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$293K 23,320 +23,320 New
Osaic Holdings
27
Osaic Holdings
Arizona
$252K 20,005 -1,412 -7%
WS
28
Wedbush Securities
California
$247K 19,617 +19,617 New
AC
29
Almitas Capital
California
$239K 18,990 +11,429 +151%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$211K 16,750 +5,000 +43%
AIP
31
Ahrens Investment Partners
Louisiana
$204K 16,225 +16,225 New
Truist Financial
32
Truist Financial
North Carolina
$175K 13,897 +280 +2%
RJA
33
Raymond James & Associates
Florida
$161K 12,766 -32,294 -72%
UBS Group
34
UBS Group
Switzerland
$159K 12,624 +5,620 +80%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$143K 11,331 +294 +3%
FFA
36
First Foundation Advisors
California
$129K 10,267 +10,267 New
AFO
37
Allie Family Office
Florida
$126K 10,000 – –
MAC
38
Mason & Associates (California)
California
$126K 10,000 +10,000 New
S
39
SignatureFD
Georgia
$63K 5,000 – –
AW
40
Avion Wealth
Texas
$16K 1,250 – –
Bessemer Group
41
Bessemer Group
New Jersey
$12K 977 -246 -20%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$12K 1,000 -123 -11%
FIA
43
FNY Investment Advisers
New York
$10K 800 – –
GI
44
Gradient Investments
Minnesota
$10K 823 +823 New
IA
45
IFP Advisors
Florida
$4K 192 +72 +60%
EWA
46
EverSource Wealth Advisors
Alabama
$1K 118 +118 New
TJHA
47
Thomas J. Herzfeld Advisors
Florida
– – -168,494 Closed
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
– – -43,118 Closed
ICM
49
Ionic Capital Management
New York
– – -12,186 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2