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WDI

Western Asset Diversified Income Fund
WDI

62 hedge funds and large institutions have $167M invested in Western Asset Diversified Income Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

13% more funds holding

Funds holding: 55 → 62 (+7)

1.19% more ownership

Funds ownership: 21.38% → 22.57% (+1.2%)

4% less capital invested

Capital invested by funds: $174M → $167M (-$6.96M)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.45M
2
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$1.28M
3
PCM
Penserra Capital Management
California
+$1.19M
4
PAMP
Polar Asset Management Partners
Ontario, Canada
+$1.02M
5
HWAM
Hennion & Walsh Asset Management
New Jersey
+$873K

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$1.41M
2
SIA
Sit Investment Associates
Minnesota
-$366K
3
PI
PFG Investments
New York
-$308K
4
VF
Virtu Financial
New York
-$289K
5
DADC
D.A. Davidson & Co
Montana
-$188K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
51
Lido Advisors
California
$143K – – –
S
52
SignatureFD
Georgia
$127K +$5.17K +344 +4%
FFA
53
Farther Finance Advisors
California
$80.1K +$24.3K +1,618 +40%
ACM
54
Anfield Capital Management
California
$55.7K +$58.7K +3,906 New
CAS
55
Coppell Advisory Solutions
Texas
$50.3K +$23.3K +1,550 +78%
CWC
56
Carolinas Wealth Consulting
North Carolina
$33.8K – – –
CIBC Private Wealth Group
57
CIBC Private Wealth Group
Georgia
$26.1K – – –
EC
58
Elequin Capital
New York
$25.5K +$26.9K +1,787 New
WA
59
WPG Advisers
Maryland
$23.4K +$24.7K +1,641 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
SAM
61
Synergy Asset Management
Washington
$18.8K +$18K +1,200 New
AssetMark Inc
62
AssetMark Inc
California
$3.56K – – –
SIA
63
Sit Investment Associates
Minnesota
– -$366K -23,329 Closed
PI
64
PFG Investments
New York
– -$308K -19,650 Closed
VF
65
Virtu Financial
New York
– -$289K -18,411 Closed
DADC
66
D.A. Davidson & Co
Montana
– -$188K -12,000 Closed
FIA
67
FNY Investment Advisers
New York
– -$15K -1,000 Closed
1 2
3

WDI Hedge Fund Activity: Q4 2024 in Review

62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset Diversified Income Fund (WDI) for Q4 2024, worth a combined $167M — down 4% from $174M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WDI positions and 5 closed out — a net gain of 8 holders — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.45M. The largest seller was Cohen & Steers, cutting an estimated $1.41M.

  • 62 institutional investors held Western Asset Diversified Income Fund (WDI) as of Q4 2024, up from 55 in Q3 2024.
  • Funds reported $167M of Western Asset Diversified Income Fund stock for Q4 2024, down 4% quarter-over-quarter.
  • 13 funds opened new Western Asset Diversified Income Fund positions in Q4 2024 and 5 closed out, a net change of +8 holders.
  • The largest Western Asset Diversified Income Fund buyer in Q4 2024 was Wells Fargo, an estimated $1.45M added.
  • The largest Western Asset Diversified Income Fund seller in Q4 2024 was Cohen & Steers, an estimated $1.41M sold.

Based on aggregated 13F filings for Q4 2024.