Western Asset Diversified Income Fund
WDI
52 hedge funds and large institutions have $195M invested in Western Asset Diversified Income Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 9 closing their positions.
118% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 11
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
2% more funds holding
Funds holding: 51 → 52 (+1)
5% more capital invested
Capital invested by funds: $186M → $195M (+$8.96M)
0.36% less ownership
Funds ownership: 27.04% → 26.69% (-0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$3.29M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.26M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.47M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.17M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$8.9M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.89M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$3.18M |
| 4 |
Morgan Stanley
New York
|
-$2.39M |
| 5 |
SCM
Saba Capital Management
New York
|
-$1.47M |
WDI Hedge Fund Activity: Q4 2023 in Review
52 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Western Asset Diversified Income Fund (WDI) for Q4 2023, worth a combined $195M — up 4.8% from $186M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WDI positions and 9 closed out — a net gain of 2 holders — while 24 added to existing stakes and 11 trimmed.
The largest buyer was Franklin Resources, adding an estimated $3.29M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $8.9M sold.
- 52 institutional investors held Western Asset Diversified Income Fund (WDI) as of Q4 2023, up from 51 in Q3 2023.
- Funds reported $195M of Western Asset Diversified Income Fund stock for Q4 2023, up 4.8% quarter-over-quarter.
- 11 funds opened new Western Asset Diversified Income Fund positions in Q4 2023 and 9 closed out, a net change of +2 holders.
- The largest Western Asset Diversified Income Fund buyer in Q4 2023 was Franklin Resources, an estimated $3.29M added.
- The largest Western Asset Diversified Income Fund seller in Q4 2023 was Allspring Global Investments, an estimated $8.9M sold.
Based on aggregated 13F filings for Q4 2023.