DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

31 hedge funds and large institutions have $26.4M invested in Western Asset Mortgage Opportunity Fund in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-3
Holders Change %
-8.82%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
15
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
Centaurus Financial
California
+$1.44M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$413K
3
NL
NWAM LLC
Washington
+$193K
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$160K
5
QCIG
Quad-Cities Investment Group
Iowa
+$113K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.74M
2
MML Investors Services
MML Investors Services
Massachusetts
-$557K
3
UBS Group
UBS Group
Switzerland
-$234K
4
PAG
Private Advisor Group
New Jersey
-$229K
5
QFA
Quattro Financial Advisors
Texas
-$156K
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$45K +$45K +2,050 New
FHA
27
Flagship Harbor Advisors
Massachusetts
$31K -$6.53K -300 -17%
APA
28
American Portfolios Advisors
New York
$28K +$631 +29 +2%
GWM
29
Geneos Wealth Management
Colorado
$17K – – –
CIAS
30
Capital Investment Advisory Services
North Carolina
$11K – – –
PAG
31
Private Advisor Group
New Jersey
– -$229K -10,714 Closed
QFA
32
Quattro Financial Advisors
Texas
– -$156K -7,212 Closed
FGAM
33
Financial Gravity Asset Management
Texas
– -$1K -59 Closed
1
2