Western Asset Diversified Income Fund
WDI
52 hedge funds and large institutions have $188M invested in Western Asset Diversified Income Fund in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
15% more capital invested
Capital invested by funds: $164M → $188M (+$24.1M)
13% more funds holding
Funds holding: 46 → 52 (+6)
3.47% more ownership
Funds ownership: 25.14% → 28.61% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$6.98M |
| 2 |
Morgan Stanley
New York
|
+$5.79M |
| 3 |
SCM
Saba Capital Management
New York
|
+$4.84M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$3.23M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$826K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$757K |
| 2 |
QC
Quantedge Capital
Singapore
|
-$625K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$478K |
| 4 |
RVPG
Relative Value Partners Group
|
-$413K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$304K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
51
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.5K | – | – | – |
|
|
PAG
52
Private Advisor Group
Morristown,
New Jersey
| $258 | +$262K | +20,311 | New |
|
|
AC
53
Almitas Capital
Santa Monica,
California
| – | -$239K | -18,990 | Closed |
|
|
AIP
54
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$204K | -16,225 | Closed |
|
55
Truist Financial
Charlotte,
North Carolina
| – | -$175K | -13,897 | Closed |
|
|
MAC
56
Mason & Associates (California)
Los Angeles,
California
| – | -$126K | -10,000 | Closed |
|
57
Bessemer Group
Woodbridge,
New Jersey
| – | -$12K | -977 | Closed |
|
|
GI
58
Gradient Investments
Arden Hills,
Minnesota
| – | -$10K | -823 | Closed |
|
|
FIA
59
FNY Investment Advisers
New York
| – | -$10K | -800 | Closed |
|
WDI Hedge Fund Activity: Q4 2022 in Review
52 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Western Asset Diversified Income Fund (WDI) for Q4 2022, worth a combined $188M — up 15% from $164M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new WDI positions and 7 closed out — a net gain of 7 holders — while 20 added to existing stakes and 11 trimmed.
The largest buyer was Allspring Global Investments, opening a new position worth an estimated $6.98M. The largest seller was Sit Investment Associates, cutting an estimated $757K.
- 52 institutional investors held Western Asset Diversified Income Fund (WDI) as of Q4 2022, up from 46 in Q3 2022.
- Funds reported $188M of Western Asset Diversified Income Fund stock for Q4 2022, up 15% quarter-over-quarter.
- 14 funds opened new Western Asset Diversified Income Fund positions in Q4 2022 and 7 closed out, a net change of +7 holders.
- The largest Western Asset Diversified Income Fund buyer in Q4 2022 was Allspring Global Investments, an estimated $6.98M added.
- The largest Western Asset Diversified Income Fund seller in Q4 2022 was Sit Investment Associates, an estimated $757K sold.
Based on aggregated 13F filings for Q4 2022.