DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Trends Analyst Outlook Journalist POV

34 hedge funds and large institutions have $26.4M invested in Western Asset Mortgage Opportunity Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

2.07% more ownership

Funds ownership: 9.72% → 11.79% (+2.1%)

Holders
34
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$3.8M
2
+$448K
3
+$414K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$410K
5
RIA
Regal Investment Advisors
Michigan
+$280K

Top Sellers

1
-$740K
2
-$183K
3
-$90.4K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$89.1K
5
UBS Group
UBS Group
Switzerland
-$86.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$68K
27
$36K
28
$26.9K
29
$22K
30
$17K
31
$11K
32
$1K
33
–
34
–
35
–
1
2