Western Asset Diversified Income Fund
WDI
39 hedge funds and large institutions have $176M invested in Western Asset Diversified Income Fund in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.
1,192% more capital inflows, than outflows
Capital inflows: $48.9M | Capital outflows: $3.79M
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
18% more funds holding
Funds holding: 33 → 39 (+6)
4.85% more ownership
Funds ownership: 19.65% → 24.51% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$19.7M |
| 2 |
Saba Capital Management
New York
|
+$7.4M |
| 3 |
Relative Value Partners Group
|
+$4.92M |
| 4 |
1607 Capital Partners
Richmond,
Virginia
|
+$3.97M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$3.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.36M |
| 2 |
Walleye Capital
New York
|
-$1.03M |
| 3 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$585K |
| 4 |
Sit Investment Associates
Minneapolis,
Minnesota
|
-$272K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$271K |
WDI Hedge Fund Activity: Q2 2022 in Review
39 of the 5,962 institutional investors tracked by Wall St. Rank reported a position in Western Asset Diversified Income Fund (WDI) for Q2 2022, worth a combined $176M — up 6.8% from $165M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WDI positions and 3 closed out — a net gain of 7 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $19.7M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.36M sold.
- 39 institutional investors held Western Asset Diversified Income Fund (WDI) as of Q2 2022, up from 33 in Q1 2022.
- Funds reported $176M of Western Asset Diversified Income Fund stock for Q2 2022, up 6.8% quarter-over-quarter.
- 10 funds opened new Western Asset Diversified Income Fund positions in Q2 2022 and 3 closed out, a net change of +7 holders.
- The largest Western Asset Diversified Income Fund buyer in Q2 2022 was Morgan Stanley, an estimated $19.7M added.
- The largest Western Asset Diversified Income Fund seller in Q2 2022 was Shaker Financial Services, an estimated $1.36M sold.
Based on aggregated 13F filings for Q2 2022.