WDI

Western Asset Diversified Income Fund

59 hedge funds and large institutions have $162M invested in Western Asset Diversified Income Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$580K 40,249 -4,513 -10%
SFS
27
Shaker Financial Services
Virginia
$573K 39,343 +39,343 New
SPIA
28
Steward Partners Investment Advisory
New York
$527K 36,556 -3,608 -9%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$469K 32,554 -3,316 -9%
1CP
30
1607 Capital Partners
Virginia
$451K 31,280 -400,300 -93%
WS
31
Wedbush Securities
California
$371K 25,728 +4,440 +21%
PAG
32
Private Advisor Group
New Jersey
$346K 24,034 +706 +3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$323K 22,381 -763 -3%
Comerica Bank
34
Comerica Bank
Texas
$294K 20,394 -2,989 -13%
JSW
35
Journey Strategic Wealth
New Jersey
$263K 18,221 +18,221 New
Walleye Capital
36
Walleye Capital
New York
$261K 18,121 -12,221 -40%
Mariner
37
Mariner
Kansas
$245K 16,996 +3,938 +30%
KP
38
Keel Point
Alabama
$231K 15,255 +15,255 New
PI
39
PFG Investments
New York
$231K 16,000 -100,663 -86%
Truist Financial
40
Truist Financial
North Carolina
$208K 14,451 +14,451 New
CCG
41
Catalina Capital Group
California
$207K 14,385 +128 +0.9%
COLIM
42
City of London Investment Management
United Kingdom
$205K 14,258 -461,953 -97%
SWM
43
SeaCrest Wealth Management
New York
$193K 13,363 +116 +0.9%
MC
44
Moors & Cabot
Massachusetts
$187K 13,000 -35,000 -73%
DADC
45
D.A. Davidson & Co
Montana
$176K 12,200 -5,000 -29%
LNWWM
46
Laird Norton Wetherby Wealth Management
California
$164K 11,400
NW
47
Naviter Wealth
Arkansas
$161K 11,100 +11,100 New
Osaic Holdings
48
Osaic Holdings
Arizona
$154K 10,655 -7,220 -40%
Lido Advisors
49
Lido Advisors
California
$146K 10,000
AFO
50
Allie Family Office
Florida
$144K 10,000