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WDI

Western Asset Diversified Income Fund
WDI

16 hedge funds and large institutions have $32.6M invested in Western Asset Diversified Income Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

686% more capital invested

Capital invested by funds: $4.15M → $32.6M (+$28.4M)

100% more funds holding

Funds holding: 8 → 16 (+8)

3.39% more ownership

Funds ownership: 0% → 3.39% (+3.4%)

Holders
16
Holders Change
+8
Holders Change %
+100%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
4
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$24.3M
2
Bank of America
Bank of America
North Carolina
+$2.32M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$971K
4
Wells Fargo
Wells Fargo
California
+$473K
5
BRWA
B. Riley Wealth Advisors
Florida
+$456K

Top Sellers

Rank Fund Capital Flow
1
HCA
Harbour Capital Advisors
Virginia
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.5M +$24.3M +1,219,190 +758%
Bank of America
2
Bank of America
North Carolina
$2.24M +$2.32M +116,312 +58,156%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$935K +$971K +48,645 New
Wells Fargo
4
Wells Fargo
California
$923K +$473K +23,720 +98%
BRWA
5
B. Riley Wealth Advisors
Florida
$440K +$456K +22,857 New
NA
6
NewEdge Advisors
Louisiana
$407K +$423K +21,200 New
Osaic Holdings
7
Osaic Holdings
Arizona
$311K +$225K +11,250 +232%
MW
8
Marcum Wealth
Ohio
$288K +$299K +15,000 New
OC
9
Oppenheimer & Co
New York
$231K +$239K +12,000 New
FIA
10
FNY Investment Advisers
New York
$115K +$120K +6,000 New
S
11
SignatureFD
Georgia
$96K – – –
UBS Group
12
UBS Group
Switzerland
$31K +$32.6K +1,632 New
NFG
13
Next Financial Group
Texas
$24K – – –
APA
14
American Portfolios Advisors
New York
$12.5K – – –
Bessemer Group
15
Bessemer Group
New Jersey
$10K +$9.98K +500 New
HCA
16
Harbour Capital Advisors
Virginia
– -$200K -10,000 Closed
TRCT
17
Tower Research Capital (TRC)
New York
– +$120 +6 New

WDI Hedge Fund Activity: Q3 2021 in Review

16 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Western Asset Diversified Income Fund (WDI) for Q3 2021, worth a combined $32.6M — up 686% from $4.15M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WDI positions and 1 closed out — a net gain of 8 holders — while 4 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $24.3M. The largest seller was Harbour Capital Advisors, exiting entirely with an estimated $200K sold.

  • 16 institutional investors held Western Asset Diversified Income Fund (WDI) as of Q3 2021, up from 8 in Q2 2021.
  • Funds reported $32.6M of Western Asset Diversified Income Fund stock for Q3 2021, up 686% quarter-over-quarter.
  • 9 funds opened new Western Asset Diversified Income Fund positions in Q3 2021 and 1 closed out, a net change of +8 holders.
  • The largest Western Asset Diversified Income Fund buyer in Q3 2021 was Morgan Stanley, an estimated $24.3M added.
  • The largest Western Asset Diversified Income Fund seller in Q3 2021 was Harbour Capital Advisors, an estimated $200K sold.

Based on aggregated 13F filings for Q3 2021.