Western Asset Mortgage Opportunity Fund
DMO
44 hedge funds and large institutions have $26.6M invested in Western Asset Mortgage Opportunity Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
9% more capital invested
Capital invested by funds: $24.5M → $26.6M (+$2.14M)
2% more funds holding
Funds holding: 43 → 44 (+1)
2.29% more ownership
Funds ownership: 19.41% → 21.7% (+2.3%)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$996K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$819K |
| 3 |
Cohen & Steers
New York
|
+$441K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$409K |
| 5 |
LPL Financial
San Diego,
California
|
+$364K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$395K |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$369K |
| 3 |
MG
Marex Group
London,
|
-$189K |
| 4 |
TSS
Two Sigma Securities
New York
|
-$151K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$142K |
DMO Hedge Fund Activity: Q1 2026 in Review
44 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q1 2026, worth a combined $26.6M — up 8.7% from $24.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DMO positions and 6 closed out — a net gain of 2 holders — while 13 added to existing stakes and 13 trimmed.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $996K. The largest seller was Envestnet Asset Management, cutting an estimated $395K.
- 44 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q1 2026, up from 43 in Q4 2025.
- Funds reported $26.6M of Western Asset Mortgage Opportunity Fund stock for Q1 2026, up 8.7% quarter-over-quarter.
- 8 funds opened new Western Asset Mortgage Opportunity Fund positions in Q1 2026 and 6 closed out, a net change of +2 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q1 2026 was Sit Investment Associates, an estimated $996K added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q1 2026 was Envestnet Asset Management, an estimated $395K sold.
Based on aggregated 13F filings for Q1 2026.