Western Asset Mortgage Opportunity Fund
DMO
44 hedge funds and large institutions have $27.8M invested in Western Asset Mortgage Opportunity Fund in 2026 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
1.11% more ownership
Funds ownership: 21.7% → 22.81% (+1.1%)
5% more capital invested
Capital invested by funds: $26.6M → $27.8M (+$1.23M)
0% more funds holding
Funds holding: 44 → 44 (0)
33% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.65M |
| 2 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$703K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$552K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$523K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$645K |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$571K |
| 3 |
Morgan Stanley
New York
|
-$438K |
| 4 |
Cohen & Steers
New York
|
-$430K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$260K |
DMO Hedge Fund Activity: Q2 2026 in Review
44 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q2 2026, worth a combined $27.8M — up 4.6% from $26.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DMO positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 18 trimmed.
The largest buyer was Advisors Asset Management, opening a new position worth an estimated $1.65M. The largest seller was Envestnet Asset Management, cutting an estimated $645K.
- 44 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $27.8M of Western Asset Mortgage Opportunity Fund stock for Q2 2026, up 4.6% quarter-over-quarter.
- 7 funds opened new Western Asset Mortgage Opportunity Fund positions in Q2 2026 and 6 closed out, a net change of +1 holder.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q2 2026 was Advisors Asset Management, an estimated $1.65M added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q2 2026 was Envestnet Asset Management, an estimated $645K sold.
Based on aggregated 13F filings for Q2 2026.