DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

31 hedge funds and large institutions have $27.7M invested in Western Asset Mortgage Opportunity Fund in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$3.38M
2
UBS Group
UBS Group
Switzerland
+$858K
3
DA
Doliver Advisors
Texas
+$454K
4
CF
Centaurus Financial
California
+$443K
5
MML Investors Services
MML Investors Services
Massachusetts
+$301K

Top Sellers

1
HK
Horizon Kinetics
New York
-$569K
2
Morgan Stanley
Morgan Stanley
New York
-$155K
3
AG
Advisor Group
Arizona
-$57.7K
4
PGWM
Parisi Gray Wealth Management
New Jersey
-$41.1K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$39.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$25K +$610 +27 +3%
WEC
27
Winslow Evans & Crocker
Massachusetts
$12K – – –
APA
28
American Portfolios Advisors
New York
$8.99K +$207 +9 +2%
PA
29
Parallel Advisors
California
$6K +$127 +6 +2%
WC
30
Whitney & Co
New York
$5K – – –
FIA
31
FNY Investment Advisers
New York
$1K +$1K +45 New
HK
32
Horizon Kinetics
New York
– -$569K -23,236 Closed
RFWA
33
RPg Family Wealth Advisory
Massachusetts
– -$24.7K -1,008 Closed
FGAM
34
Financial Gravity Asset Management
Texas
– -$6K -244 Closed
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