DMO

Western Asset Mortgage Opportunity Fund

42 hedge funds and large institutions have $32.4M invested in Western Asset Mortgage Opportunity Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
26
Transcend Capital Advisors
New Jersey
$232K +$932 +71 +0.4%
ASN
27
Advisory Services Network
Georgia
$218K +$6.17K +470 +3%
Bessemer Group
28
Bessemer Group
New Jersey
$217K
RGC
29
Roberts, Glore & Co
Illinois
$205K -$12.1K -928 -6%
PCP
30
Proficio Capital Partners
Massachusetts
$204K
CFA
31
Carroll Financial Associates
North Carolina
$186K -$298K -22,813 -62%
OC
32
Oppenheimer & Co
New York
$177K -$9.6K -733 -5%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$167K +$20.6K +1,570 +14%
Ameriprise
34
Ameriprise
Minnesota
$166K
Wells Fargo
35
Wells Fargo
California
$72K -$13 -1 -0%
Citigroup
36
Citigroup
New York
$48K -$6.57K -504 -12%
SPIA
37
Steward Partners Investment Advisory
New York
$28K +$7.16K +550 +34%
CSPIA
38
Cary Street Partners Investment Advisory
Virginia
$26K +$26K +2,000 New
APA
39
American Portfolios Advisors
New York
$11.8K +$328 +25 +3%
GWM
40
Geneos Wealth Management
Colorado
$10K
AAM
41
Advisors Asset Management
Colorado
$5K +$201 +16 +4%
FHA
42
Flagship Harbor Advisors
Massachusetts
$4K
NL
43
NWAM LLC
Washington
-$653K -44,488 Closed
RIA
44
Regal Investment Advisors
Michigan
-$450K -30,674 Closed
PAG
45
Private Advisor Group
New Jersey
-$122K -8,350 Closed