WDI

Western Asset Diversified Income Fund
WDI

Overview Fund Activity

51 hedge funds and large institutions have $186M invested in Western Asset Diversified Income Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
20
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
API
1
Advisor Partners II
California
$2.53M
2
Bank of America
2
Bank of America
North Carolina
$8.11M
3
Wells Fargo
3
Wells Fargo
California
$7.3M
4
Cohen & Steers
4
Cohen & Steers
New York
$6.25M
5
CPRC
5
Consolidated Portfolio Review Corp
New York
$579K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$3.18M
2
SCM
2
Saba Capital Management
New York
$1.47M
3
Franklin Resources
3
Franklin Resources
California
$3.32M
4
SIA
4
Sit Investment Associates
Minnesota
$19.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$62.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$549K 41,474 +9,031 +28%
Ameriprise
27
Ameriprise
Minnesota
$533K 40,250 – –
RCM
28
Robinson Capital Management
Michigan
$527K 40,150 – –
Lazard Asset Management
29
Lazard Asset Management
New York
– – – –
HH
30
Hilltop Holdings
Texas
$485K 36,650 +1,600 +5%
RJA
31
Raymond James & Associates
Florida
$359K 27,109 -196 -0.7%
UBS Group
32
UBS Group
Switzerland
$347K 26,227 +1,560 +6%
Comerica Bank
33
Comerica Bank
Texas
$339K 25,579 +25,579 New
PAG
34
Private Advisor Group
New Jersey
$293K 22,162 +868 +4%
WS
35
Wedbush Securities
California
$280K 21,139 +66 +0.3%
Invesco
36
Invesco
Georgia
$271K 20,470 -20,720 -50%
Osaic Holdings
37
Osaic Holdings
Arizona
$268K 20,265 -6,082 -23%
MC
38
Moors & Cabot
Massachusetts
$256K 19,350 -200 -1%
SFS
39
Shaker Financial Services
Virginia
$230K 17,190 -39,372 -70%
DADC
40
D.A. Davidson & Co
Montana
$202K 15,250 – –
SA
41
SFI Advisors
New Jersey
$179K 13,552 +13,552 New
SWM
42
SeaCrest Wealth Management
New York
$149K 11,233 +199 +2%
Mariner
43
Mariner
Kansas
$143K 10,810 +463 +4%
AFO
44
Allie Family Office
Florida
$132K 10,000 – –
Lido Advisors
45
Lido Advisors
California
$132K 10,000 – –
S
46
SignatureFD
Georgia
$101K 7,593 +222 +3%
MHR
47
Matthew Hamilton Rosenberg
$53K 4,000 – –
EC
48
Elequin Capital
New York
$35.9K 2,709 +2,709 New
CWC
49
Carolinas Wealth Consulting
North Carolina
$26.8K 2,133 – –
FIA
50
FNY Investment Advisers
New York
$13K 1,000 – –
1
2
3