DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

28 hedge funds and large institutions have $20.1M invested in Western Asset Mortgage Opportunity Fund in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$698K
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$141K
3
FHA
Flagship Harbor Advisors
Massachusetts
+$53K
4
NL
NWAM LLC
Washington
+$49.8K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$42.6K

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$2.7M
2
Bank of America
Bank of America
North Carolina
-$1.26M
3
Bessemer Group
Bessemer Group
New Jersey
-$540K
4
DA
Doliver Advisors
Texas
-$400K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
26
Parallel Advisors
California
$6K +$180 +9 +3%
CF
27
Centaurus Financial
California
$82 +$79 +1,595 +2,312%
CWM
28
Cornerstone Wealth Management
Missouri
– -$2.7M -70,173 Closed
Bessemer Group
29
Bessemer Group
New Jersey
– -$540K -23,462 Closed
DA
30
Doliver Advisors
Texas
– -$400K -17,370 Closed
PAG
31
Private Advisor Group
New Jersey
– -$213K -9,256 Closed
WC
32
Whitney & Co
New York
– -$5K -200 Closed
FIA
33
FNY Investment Advisers
New York
– -$1K -45 Closed
1
2