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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$24.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.32M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$971K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$473K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$456K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Harbour Capital Advisors
Tysons Corner,
Virginia
|
-$200K |
WDI Hedge Fund Activity: Q3 2021 in Review
16 of the 5,728 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.