WDI

Western Asset Diversified Income Fund
WDI

Overview Fund Activity

61 hedge funds and large institutions have $166M invested in Western Asset Diversified Income Fund in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
61
Holders Change
+6
Holders Change %
+10.91%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
24
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$13.7M
2
PIWA
2
Prevail Innovative Wealth Advisors
Kansas
$1.22M
3
Raymond James Financial
3
Raymond James Financial
Florida
$1.16M
4
PCM
4
Penserra Capital Management
California
$16.8M
5
PAMP
5
Polar Asset Management Partners
Ontario, Canada
$963K

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$3.89M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
PI
3
PFG Investments
New York
$0
4
VF
4
Virtu Financial
New York
$0
5
DADC
5
D.A. Davidson & Co
Montana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$75M 5,261,419 +8,551 +0.2%
PCM
2
Penserra Capital Management
California
$16.8M 1,176,895 +79,279 +7%
Wells Fargo
3
Wells Fargo
California
$13.7M 960,641 +96,465 +11%
Bank of America
4
Bank of America
North Carolina
$8.76M 614,877 +25,121 +4%
AAM
5
Advisors Asset Management
Colorado
$6.11M 428,449 +17,919 +4%
Cohen & Steers
6
Cohen & Steers
New York
$3.89M 272,993 -94,090 -26%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$3.79M 265,852 +58,072 +28%
Stifel Financial
8
Stifel Financial
Missouri
$3.12M 218,934 +117 +0.1%
Invesco
9
Invesco
Georgia
$3M 210,632 +7,774 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.63M 184,467 -2,758 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.45M 172,080 -4,660 -3%
LPL Financial
12
LPL Financial
California
$2.19M 153,998 -2,518 -2%
GC
13
Guggenheim Capital
Illinois
$2.15M 150,760 +9,443 +7%
CPRC
14
Consolidated Portfolio Review Corp
New York
$2.06M 144,606 -4,195 -3%
First Trust Advisors
15
First Trust Advisors
Illinois
$1.73M 121,397 +4,598 +4%
PIWA
16
Prevail Innovative Wealth Advisors
Kansas
$1.22M 85,386 +85,386 New
SFS
17
Shaker Financial Services
Virginia
$1.18M 83,036 +55,698 +204%
Raymond James Financial
18
Raymond James Financial
Florida
$1.16M 81,394 +81,394 New
UBS Group
19
UBS Group
Switzerland
$1.15M 80,551 +15,161 +23%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$1.04M 72,760 +20,300 +39%
PAMP
21
Polar Asset Management Partners
Ontario, Canada
$963K 67,600 +67,600 New
OC
22
Oppenheimer & Co
New York
$812K 56,993 -244 -0.4%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$730K 51,202 – –
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$725K 50,874 +12,837 +34%
SA
25
Sanctuary Advisors
Indiana
$713K 47,940 -8,071 -14%
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