DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Trends Analyst Outlook Journalist POV

34 hedge funds and large institutions have $20.6M invested in Western Asset Mortgage Opportunity Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding: →

31% less capital invested

Capital invested by funds: $29.6M → $20.6M (-$9.06M)

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
+$921K
2
+$703K
3
+$612K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$577K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$522K

Top Sellers

1
-$1.31M
2
-$431K
3
-$416K
4
LPL Financial
LPL Financial
California
-$399K
5
IAA
Independent Advisor Alliance
North Carolina
-$351K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$128K
27
$98K
28
$73K
29
$53K
30
$10.9K
31
$9K
32
$4K
33
$574
34
–
35
–
36
–
37
–
38
–
39
–
1
2