Western Asset Mortgage Opportunity Fund
DMO
27 hedge funds and large institutions have $23.5M invested in Western Asset Mortgage Opportunity Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
13% more capital invested
Capital invested by funds: $20.8M → $23.5M (+$2.62M)
8% more funds holding
Funds holding: 25 → 27 (+2)
0.09% more ownership
Funds ownership: 8.43% → 8.52% (+0.09%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$983K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$304K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$200K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$148K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$93.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$899K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$381K |
| 3 |
LPL Financial
San Diego,
California
|
-$216K |
| 4 |
RPG
Risk Paradigm Group
Austin,
Texas
|
-$47.2K |
| 5 |
WEC
Winslow Evans & Crocker
Boston,
Massachusetts
|
-$29.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
26
Penserra Capital Management
Orinda,
California
| $4K | +$278 | +11 | +7% |
|
|
27
LPL Financial
San Diego,
California
| – | -$216K | -9,041 | Closed |
|
|
RPG
28
Risk Paradigm Group
Austin,
Texas
| – | -$47.2K | -1,990 | Closed |
|
DMO Hedge Fund Activity: Q2 2017 in Review
27 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q2 2017, worth a combined $23.5M — up 13% from $20.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DMO positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $983K. The largest seller was Morgan Stanley, cutting an estimated $899K.
- 27 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q2 2017, up from 25 in Q1 2017.
- Funds reported $23.5M of Western Asset Mortgage Opportunity Fund stock for Q2 2017, up 13% quarter-over-quarter.
- 4 funds opened new Western Asset Mortgage Opportunity Fund positions in Q2 2017 and 2 closed out, a net change of +2 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q2 2017 was Commonwealth Equity Services, an estimated $983K added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q2 2017 was Morgan Stanley, an estimated $899K sold.
Based on aggregated 13F filings for Q2 2017.