Western Asset Mortgage Opportunity Fund
DMO
43 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 6 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 6 closing their positions.
59% more capital inflows, than outflows
Capital inflows: $4.52M | Capital outflows: $2.85M
1.08% more ownership
Funds ownership: 21.7% → 22.78% (+1.1%)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
2% less funds holding
Funds holding: 44 → 43 (-1)
33% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advisors Asset Management
Monument,
Colorado
|
+$1.65M |
| 2 |
Riverbridge Partners
Minneapolis,
Minnesota
|
+$703K |
| 3 |
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 |
Sit Investment Associates
Minneapolis,
Minnesota
|
-$260K |
DMO Hedge Fund Activity: Q2 2026 in Review
43 of the 8,360 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 4.5% from $26.6M a quarter earlier.
Fund positioning in DMO was balanced in Q2 2026: 6 funds opened new positions, 6 closed out, 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.
- 43 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q2 2026, down from 44 in Q1 2026.
- Funds reported $27.8M of Western Asset Mortgage Opportunity Fund stock for Q2 2026, up 4.5% quarter-over-quarter.
- 6 funds opened new Western Asset Mortgage Opportunity Fund positions in Q2 2026 and 6 closed out, a net change of 0 holders.
- 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.