WDI

Western Asset Diversified Income Fund
WDI

Overview Fund Activity

54 hedge funds and large institutions have $200M invested in Western Asset Diversified Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$64.1M
2
Bank of America
2
Bank of America
North Carolina
$7.39M
3
Wells Fargo
3
Wells Fargo
California
$6.71M
4
PCM
4
Penserra Capital Management
California
$10.8M
5
Cohen & Steers
5
Cohen & Steers
New York
$5.9M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$6.68M
2
SIA
2
Sit Investment Associates
Minnesota
$20.5M
3
OC
3
Oppenheimer & Co
New York
$1.15M
4
RCM
4
Rivernorth Capital Management
Florida
$9.62M
5
RVPG
5
Relative Value Partners Group
$3.41M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$470K 34,879 – –
GC
27
Guggenheim Capital
Illinois
$461K 34,259 +18,663 +120%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$437K 32,443 +127 +0.4%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$432K 32,061 +14,081 +78%
Lazard Asset Management
30
Lazard Asset Management
New York
– – – –
RJA
31
Raymond James & Associates
Florida
$368K 27,305 +1,679 +7%
Osaic Holdings
32
Osaic Holdings
Arizona
$353K 26,347 -1,242 -5%
UBS Group
33
UBS Group
Switzerland
$332K 24,667 +1,734 +8%
FM
34
Family Management
New York
$330K 24,508 -57 -0.2%
PAG
35
Private Advisor Group
New Jersey
$287K 21,294 +614 +3%
WS
36
Wedbush Securities
California
$284K 21,073 +156 +0.7%
MC
37
Moors & Cabot
Massachusetts
$263K 19,550 -100 -0.5%
DADC
38
D.A. Davidson & Co
Montana
$205K 15,250 +2,500 +20%
ACIM
39
Azimuth Capital Investment Management
Michigan
$152K 11,250 +11,250 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$151K 11,193 -1,848 -14%
SWM
41
SeaCrest Wealth Management
New York
$149K 11,034 +667 +6%
CPRC
42
Consolidated Portfolio Review Corp
New York
$140K 10,376 +10,376 New
Mariner
43
Mariner
Kansas
$139K 10,347 +10,347 New
FFA
44
First Foundation Advisors
California
$138K 10,267 – –
AFO
45
Allie Family Office
Florida
$135K 10,000 – –
Lido Advisors
46
Lido Advisors
California
$135K 10,000 +10,000 New
S
47
SignatureFD
Georgia
$99.3K 7,371 +211 +3%
MHR
48
Matthew Hamilton Rosenberg
$53.9K 4,000 – –
Citigroup
49
Citigroup
New York
$33.7K 2,500 +2,500 New
CWC
50
Carolinas Wealth Consulting
North Carolina
$28.7K 2,133 – –
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