DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Laurion Capital Management
New York
+$805K
2
CF
Centaurus Financial
California
+$438K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$283K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$200K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$131K

Top Sellers

1
BlackRock
BlackRock
New York
-$617K
2
Bank of America
Bank of America
North Carolina
-$303K
3
Morgan Stanley
Morgan Stanley
New York
-$236K
4
UBS Group
UBS Group
Switzerland
-$64.1K
5
AG
Advisor Group
Arizona
-$54.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
26
American Portfolios Advisors
New York
$9.31K +$415 +17 +5%
PA
27
Parallel Advisors
California
$7K +$7K +277 New
FGC
28
Financial Gravity Companies
Texas
$6K +$6K +244 New
FGAM
29
Financial Gravity Asset Management
Texas
$6K +$6K +244 New
WC
30
Whitney & Co
New York
$5K +$5K +200 New
BlackRock
31
BlackRock
New York
– -$617K -25,000 Closed
CA
32
Calton & Associates
Florida
– -$46K -1,766 Closed
1
2