Western Asset Diversified Income Fund
WDI
62 hedge funds and large institutions have $167M invested in Western Asset Diversified Income Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
100% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 12
13% more funds holding
Funds holding: 55 → 62 (+7)
1.19% more ownership
Funds ownership: 21.38% → 22.57% (+1.2%)
4% less capital invested
Capital invested by funds: $174M → $167M (-$6.96M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.45M |
| 2 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$1.28M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.19M |
| 4 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$1.02M |
| 5 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$873K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$1.41M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$366K |
| 3 |
PI
PFG Investments
Woodbury,
New York
|
-$308K |
| 4 |
VF
Virtu Financial
New York
|
-$289K |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$188K |
WDI Hedge Fund Activity: Q4 2024 in Review
62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset Diversified Income Fund (WDI) for Q4 2024, worth a combined $167M — down 4% from $174M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new WDI positions and 5 closed out — a net gain of 8 holders — while 24 added to existing stakes and 12 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.45M. The largest seller was Cohen & Steers, cutting an estimated $1.41M.
- 62 institutional investors held Western Asset Diversified Income Fund (WDI) as of Q4 2024, up from 55 in Q3 2024.
- Funds reported $167M of Western Asset Diversified Income Fund stock for Q4 2024, down 4% quarter-over-quarter.
- 13 funds opened new Western Asset Diversified Income Fund positions in Q4 2024 and 5 closed out, a net change of +8 holders.
- The largest Western Asset Diversified Income Fund buyer in Q4 2024 was Wells Fargo, an estimated $1.45M added.
- The largest Western Asset Diversified Income Fund seller in Q4 2024 was Cohen & Steers, an estimated $1.41M sold.
Based on aggregated 13F filings for Q4 2024.