Western Asset Mortgage Opportunity Fund
DMO
44 hedge funds and large institutions have $39.7M invested in Western Asset Mortgage Opportunity Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 4 closing their positions.
16% more capital invested
Capital invested by funds: $34.3M → $39.7M (+$5.34M)
1.82% more ownership
Funds ownership: 21.26% → 23.08% (+1.8%)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
2% less funds holding
Funds holding: 45 → 44 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.83M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$943K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$918K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$637K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$630K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.27M |
| 2 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
-$529K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$353K |
| 4 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
-$262K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$216K |
DMO Hedge Fund Activity: Q2 2021 in Review
44 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q2 2021, worth a combined $39.7M — up 16% from $34.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of DMO and 3 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 16 added.
The largest buyer was Integrated Wealth Concepts, adding an estimated $1.83M. The largest seller was Bank of America, cutting an estimated $1.27M.
- 44 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q2 2021, down from 45 in Q1 2021.
- Funds reported $39.7M of Western Asset Mortgage Opportunity Fund stock for Q2 2021, up 16% quarter-over-quarter.
- 3 funds opened new Western Asset Mortgage Opportunity Fund positions in Q2 2021 and 4 closed out, a net change of -1 holder.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q2 2021 was Integrated Wealth Concepts, an estimated $1.83M added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q2 2021 was Bank of America, an estimated $1.27M sold.
Based on aggregated 13F filings for Q2 2021.