WDI

Western Asset Diversified Income Fund

59 hedge funds and large institutions have $162M invested in Western Asset Diversified Income Fund in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 8 closing their positions.

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$78.5M 5,449,279 +227,033 +4%
PCM
2
Penserra Capital Management
California
$13.6M 946,668 +21,038 +2%
Wells Fargo
3
Wells Fargo
California
$11.8M 815,594 +78,600 +11%
Bank of America
4
Bank of America
North Carolina
$8.3M 576,294 -244,024 -30%
Cohen & Steers
5
Cohen & Steers
New York
$6.15M 427,083
AAM
6
Advisors Asset Management
Colorado
$4.67M 323,928 +109,576 +51%
Stifel Financial
7
Stifel Financial
Missouri
$3.74M 259,592 -69,108 -21%
SIA
8
Sit Investment Associates
Minnesota
$3.32M 230,651 -122,408 -35%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$2.78M 192,892 +37,084 +24%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.71M 187,820 +21,842 +13%
Invesco
11
Invesco
Georgia
$2.53M 175,574 +52,052 +42%
LPL Financial
12
LPL Financial
California
$2.22M 153,818 -6,857 -4%
CPRC
13
Consolidated Portfolio Review Corp
New York
$2.15M 149,057 +54,645 +58%
GC
14
Guggenheim Capital
Illinois
$1.84M 127,614 +23,295 +22%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$1.67M 116,152 -507,299 -81%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.6M 111,252 +77,710 +232%
First Trust Advisors
17
First Trust Advisors
Illinois
$1.51M 104,614 +30,776 +42%
OC
18
Oppenheimer & Co
New York
$900K 62,485 -394 -0.6%
UBS Group
19
UBS Group
Switzerland
$887K 61,572 -16,964 -22%
RJA
20
Raymond James & Associates
Florida
$800K 55,503 +8,573 +18%
SA
21
Sanctuary Advisors
Indiana
$764K 54,086 +54,086 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$752K 52,202 -12,638 -19%
SW
23
Simplicity Wealth
New Jersey
$676K 46,946 +46,946 New
HH
24
Hilltop Holdings
Texas
$593K 41,147
RCM
25
Robinson Capital Management
Michigan
$581K 40,150