DMO

Western Asset Mortgage Opportunity Fund

46 hedge funds and large institutions have $36.5M invested in Western Asset Mortgage Opportunity Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$350K +$3.01K +212 +0.9%
Bank of America
27
Bank of America
North Carolina
$346K +$19.2K +1,353 +6%
UBS Group
28
UBS Group
Switzerland
$296K -$151K -10,614 -34%
RGC
29
Roberts, Glore & Co
Illinois
$262K +$40.3K +2,850 +18%
TCA
30
Transcend Capital Advisors
New Jersey
$252K +$966 +68 +0.4%
ASN
31
Advisory Services Network
Georgia
$238K +$2.03K +143 +0.9%
OC
32
Oppenheimer & Co
New York
$228K +$36.1K +2,543 +19%
PCP
33
Proficio Capital Partners
Massachusetts
$220K
Ameriprise
34
Ameriprise
Minnesota
$179K
Millennium Management
35
Millennium Management
New York
$178K +$178K +12,545 New
GC
36
Guggenheim Capital
Illinois
$177K +$177K +12,470 New
FIA
37
FNY Investment Advisers
New York
$153K +$153K +10,850 New
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$149K -$31.5K -2,218 -17%
Wells Fargo
39
Wells Fargo
California
$63K -$14.1K -999 -18%
Citigroup
40
Citigroup
New York
$53K +$696 +49 +1%
CFA
41
Carroll Financial Associates
North Carolina
$45K -$154K -11,000 -77%
SPIA
42
Steward Partners Investment Advisory
New York
$14K -$16.1K -1,150 -53%
APA
43
American Portfolios Advisors
New York
$13.2K +$426 +30 +3%
GWM
44
Geneos Wealth Management
Colorado
$11K
AAM
45
Advisors Asset Management
Colorado
$6K
RJA
46
Raymond James & Associates
Florida
-$238K -18,144 Closed
Bessemer Group
47
Bessemer Group
New Jersey
-$217K -16,555 Closed
CSPIA
48
Cary Street Partners Investment Advisory
Virginia
-$26K -2,000 Closed
FHA
49
Flagship Harbor Advisors
Massachusetts
-$4K -350 Closed