DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

25 hedge funds and large institutions have $29.5M invested in Western Asset Mortgage Opportunity Fund in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
2
Increased
9
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NVIM
New Vernon Investment Management
Illinois
+$3.87M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$408K
3
MFS
MSI Financial Services
Massachusetts
+$374K
4
Morgan Stanley
Morgan Stanley
New York
+$304K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$247K

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$3.15M
2
Wells Fargo
Wells Fargo
California
-$409K
3
YMRC
Yorktown Management & Research Company
Virginia
-$398K
4
Bank of America
Bank of America
North Carolina
-$274K
5
MBT
Montecito Bank & Trust
California
-$200K
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
26
Yorktown Management & Research Company
Virginia
– -$398K -16,900 Closed
MBT
27
Montecito Bank & Trust
California
– -$200K -8,495 Closed
PCM
28
Penserra Capital Management
California
– -$3K -138 Closed
TRCT
29
Tower Research Capital (TRC)
New York
– -$2K -70 Closed
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