Western Asset Mortgage Opportunity Fund
DMO
30 hedge funds and large institutions have $23.4M invested in Western Asset Mortgage Opportunity Fund in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
20% more funds holding
Funds holding: 25 → 30 (+5)
4% more capital invested
Capital invested by funds: $22.5M → $23.4M (+$970K)
0.45% more ownership
Funds ownership: 8.72% → 9.17% (+0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$821K |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
+$447K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$289K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$204K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$134K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$617K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$310K |
| 3 |
Morgan Stanley
New York
|
-$241K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$65.4K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$56K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
26
American Portfolios Advisors
Holbrook,
New York
| $9.31K | +$425 | +17 | +5% |
|
|
PA
27
Parallel Advisors
San Francisco,
California
| $7K | +$6.92K | +277 | New |
|
|
FGAM
28
Financial Gravity Asset Management
Lakeway,
Texas
| $6K | +$6.09K | +244 | New |
|
|
FGC
29
Financial Gravity Companies
Lakeway,
Texas
| $6K | +$6.09K | +244 | New |
|
|
WC
30
Whitney & Co
Rochester,
New York
| $5K | +$5K | +200 | New |
|
|
31
BlackRock
New York
| – | -$617K | -25,000 | Closed |
|
|
CA
32
Calton & Associates
Tampa,
Florida
| – | -$46K | -1,766 | Closed |
|
DMO Hedge Fund Activity: Q1 2018 in Review
30 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q1 2018, worth a combined $23.4M — up 4.3% from $22.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DMO positions and 2 closed out — a net gain of 5 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Laurion Capital Management, opening a new position worth an estimated $821K. The largest seller was BlackRock, exiting entirely with an estimated $617K sold.
- 30 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q1 2018, up from 25 in Q4 2017.
- Funds reported $23.4M of Western Asset Mortgage Opportunity Fund stock for Q1 2018, up 4.3% quarter-over-quarter.
- 7 funds opened new Western Asset Mortgage Opportunity Fund positions in Q1 2018 and 2 closed out, a net change of +5 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q1 2018 was Laurion Capital Management, an estimated $821K added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q1 2018 was BlackRock, an estimated $617K sold.
Based on aggregated 13F filings for Q1 2018.