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DMO

Western Asset Mortgage Opportunity Fund
DMO

39 hedge funds and large institutions have $30.3M invested in Western Asset Mortgage Opportunity Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

47% more capital invested

Capital invested by funds: $20.6M → $30.3M (+$9.74M)

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

15% more funds holding

Funds holding: 34 → 39 (+5)

6.38% less ownership

Funds ownership: 26.08% → 19.7% (-6.4%)

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$1.68M
2
FM
Family Management
New York
+$822K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$503K
4
CFA
Carroll Financial Associates
North Carolina
+$489K
5
IWC
Integrated Wealth Concepts
Massachusetts
+$439K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$12.3M
2
LCM
Landscape Capital Management
New Jersey
-$1.2M
3
Bank of America
Bank of America
North Carolina
-$493K
4
PPA
Parametric Portfolio Associates
Washington
-$420K
5
EWM
Edge Wealth Management
New York
-$128K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$237K +$4.62K +350 +2%
PCP
27
Proficio Capital Partners
Massachusetts
$228K – – –
OC
28
Oppenheimer & Co
New York
$209K +$634 +48 +0.3%
Ameriprise
29
Ameriprise
Minnesota
$185K – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$164K -$11.7K -885 -7%
PAG
31
Private Advisor Group
New Jersey
$122K +$110K +8,350 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$82K -$1.66K -126 -2%
Wells Fargo
33
Wells Fargo
California
$80K -$29.2K -2,210 -29%
Citigroup
34
Citigroup
New York
$61K +$594 +45 +1%
SPIA
35
Steward Partners Investment Advisory
New York
$23K +$21.1K +1,600 New
APA
36
American Portfolios Advisors
New York
$12.9K +$370 +28 +3%
GWM
37
Geneos Wealth Management
Colorado
$11K – – –
AAM
38
Advisors Asset Management
Colorado
$6K +$5.04K +382 New
FHA
39
Flagship Harbor Advisors
Massachusetts
$5K – – –
LCM
40
Landscape Capital Management
New Jersey
– -$1.2M -93,355 Closed
PPA
41
Parametric Portfolio Associates
Washington
– -$420K -32,782 Closed
EWM
42
Edge Wealth Management
New York
– -$128K -10,000 Closed
1
2

DMO Hedge Fund Activity: Q2 2020 in Review

39 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q2 2020, worth a combined $30.3M — up 47% from $20.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DMO positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.68M. The largest seller was Osaic Holdings, cutting an estimated $12.3M.

  • 39 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q2 2020, up from 34 in Q1 2020.
  • Funds reported $30.3M of Western Asset Mortgage Opportunity Fund stock for Q2 2020, up 47% quarter-over-quarter.
  • 9 funds opened new Western Asset Mortgage Opportunity Fund positions in Q2 2020 and 4 closed out, a net change of +5 holders.
  • The largest Western Asset Mortgage Opportunity Fund buyer in Q2 2020 was Sit Investment Associates, an estimated $1.68M added.
  • The largest Western Asset Mortgage Opportunity Fund seller in Q2 2020 was Osaic Holdings, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2020.