WDI

Western Asset Diversified Income Fund

55 hedge funds and large institutions have $174M invested in Western Asset Diversified Income Fund in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
55
Holders Change
-4
Holders Change %
-6.78%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$82.4M 5,252,868 -196,411 -4%
PCM
2
Penserra Capital Management
California
$17.2M 1,097,616 +150,948 +16%
Wells Fargo
3
Wells Fargo
California
$13.6M 864,176 +48,582 +6%
Bank of America
4
Bank of America
North Carolina
$9.25M 589,756 +13,462 +2%
AAM
5
Advisors Asset Management
Colorado
$6.44M 410,530 +86,602 +27%
Cohen & Steers
6
Cohen & Steers
New York
$5.76M 367,083 -60,000 -14%
Stifel Financial
7
Stifel Financial
Missouri
$3.43M 218,817 -40,775 -16%
HWAM
8
Hennion & Walsh Asset Management
New Jersey
$3.26M 207,780 +14,888 +8%
Invesco
9
Invesco
Georgia
$3.18M 202,858 +27,284 +16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.94M 187,225 -595 -0.3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.77M 176,740 +65,488 +59%
LPL Financial
12
LPL Financial
California
$2.45M 156,516 +2,698 +2%
CPRC
13
Consolidated Portfolio Review Corp
New York
$2.33M 148,801 -256 -0.2%
GC
14
Guggenheim Capital
Illinois
$2.22M 141,317 +13,703 +11%
First Trust Advisors
15
First Trust Advisors
Illinois
$1.83M 116,799 +12,185 +12%
UBS Group
16
UBS Group
Switzerland
$1.03M 65,390 +3,818 +6%
OC
17
Oppenheimer & Co
New York
$897K 57,237 -5,248 -8%
RJA
18
Raymond James & Associates
Florida
$861K 54,910 -593 -1%
SA
19
Sanctuary Advisors
Indiana
$828K 56,011 +1,925 +4%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$823K 52,460 +12,211 +30%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$803K 51,202 -1,000 -2%
BI
22
Bramshill Investments
Florida
$761K 48,545 +48,545 New
HH
23
Hilltop Holdings
Texas
$630K 40,147 -1,000 -2%
RCM
24
Robinson Capital Management
Michigan
$628K 40,150
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$596K 38,037 +38,037 New