Western Asset Diversified Income Fund
WDI
59 hedge funds and large institutions have $189M invested in Western Asset Diversified Income Fund in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
69% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 13
13% more funds holding
Funds holding: 52 → 59 (+7)
1.42% less ownership
Funds ownership: 26.69% → 25.27% (-1.4%)
33% less capital inflows, than outflows
Capital inflows: $21.3M | Capital outflows: $31.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$10.1M |
| 2 |
Advisors Asset Management
Monument,
Colorado
|
+$1.81M |
| 3 |
PFG Investments
Woodbury,
New York
|
+$1.67M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.08M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$782K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1607 Capital Partners
Richmond,
Virginia
|
-$15.7M |
| 2 |
Sit Investment Associates
Minneapolis,
Minnesota
|
-$11.7M |
| 3 |
City of London Investment Management
London,
United Kingdom
|
-$1.17M |
| 4 |
JP Morgan Chase
New York
|
-$692K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$541K |
WDI Hedge Fund Activity: Q1 2024 in Review
59 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Western Asset Diversified Income Fund (WDI) for Q1 2024, worth a combined $189M — down 3% from $195M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new WDI positions and 7 closed out — a net gain of 8 holders — while 22 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $10.1M. The largest seller was 1607 Capital Partners, cutting an estimated $15.7M.
- 59 institutional investors held Western Asset Diversified Income Fund (WDI) as of Q1 2024, up from 52 in Q4 2023.
- Funds reported $189M of Western Asset Diversified Income Fund stock for Q1 2024, down 3% quarter-over-quarter.
- 15 funds opened new Western Asset Diversified Income Fund positions in Q1 2024 and 7 closed out, a net change of +8 holders.
- The largest Western Asset Diversified Income Fund buyer in Q1 2024 was Morgan Stanley, an estimated $10.1M added.
- The largest Western Asset Diversified Income Fund seller in Q1 2024 was 1607 Capital Partners, an estimated $15.7M sold.
Based on aggregated 13F filings for Q1 2024.