Western Asset Diversified Income Fund
WDI
34 hedge funds and large institutions have $165M invested in Western Asset Diversified Income Fund in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
26% more funds holding
Funds holding: 27 → 34 (+7)
16% more capital invested
Capital invested by funds: $142M → $165M (+$23M)
4.22% more ownership
Funds ownership: 15.51% → 19.73% (+4.2%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$11.1M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$8.59M |
| 3 |
Morgan Stanley
New York
|
+$3.5M |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.16M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.69M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$875K |
| 3 |
LSAG
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
-$502K |
| 4 |
VF
Virtu Financial
New York
|
-$406K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
-$349K |
WDI Hedge Fund Activity: Q1 2022 in Review
34 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Western Asset Diversified Income Fund (WDI) for Q1 2022, worth a combined $165M — up 16% from $142M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WDI positions and 5 closed out — a net gain of 8 holders — while 12 added to existing stakes and 6 trimmed.
The largest buyer was Penserra Capital Management, opening a new position worth an estimated $11.1M. The largest seller was UBS Group, cutting an estimated $1.69M.
- 34 institutional investors held Western Asset Diversified Income Fund (WDI) as of Q1 2022, up from 27 in Q4 2021.
- Funds reported $165M of Western Asset Diversified Income Fund stock for Q1 2022, up 16% quarter-over-quarter.
- 13 funds opened new Western Asset Diversified Income Fund positions in Q1 2022 and 5 closed out, a net change of +8 holders.
- The largest Western Asset Diversified Income Fund buyer in Q1 2022 was Penserra Capital Management, an estimated $11.1M added.
- The largest Western Asset Diversified Income Fund seller in Q1 2022 was UBS Group, an estimated $1.69M sold.
Based on aggregated 13F filings for Q1 2022.