DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

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.

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$6.05M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$975K
3
SIA
3
Sit Investment Associates
Minnesota
$7.26M
4
GC
4
Guggenheim Capital
Illinois
$1.36M
5
RIA
5
Regal Investment Advisors
Michigan
$651K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$518K
2
SIC
2
Samalin Investment Counsel
New York
$0
3
CF
3
Centaurus Financial
California
$3.31M
4
TCA
4
Transcend Capital Advisors
New Jersey
$0
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGC
26
Roberts, Glore & Co
Illinois
$289K – – –
KPWS
27
Kestra Private Wealth Services
Texas
$273K -$93.7K -6,000 -26%
ASN
28
Advisory Services Network
Georgia
$248K -$5.84K -374 -2%
PCP
29
Proficio Capital Partners
Massachusetts
$242K – – –
Ameriprise
30
Ameriprise
Minnesota
$197K – – –
MC
31
Moors & Cabot
Massachusetts
$182K – – –
OC
32
Oppenheimer & Co
New York
$170K -$78.6K -5,032 -32%
ICMP
33
Integrated Capital Management (Pennsylvania)
Pennsylvania
$167K +$167K +10,723 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$166K +$2.63K +169 +2%
Citigroup
35
Citigroup
New York
$61K +$2.1K +134 +4%
Wells Fargo
36
Wells Fargo
California
$43K -$26.9K -1,724 -39%
CFA
37
Carroll Financial Associates
North Carolina
$34K -$15.3K -1,000 -31%
SPIA
38
Steward Partners Investment Advisory
New York
$16K – – –
APA
39
American Portfolios Advisors
New York
$15.1K +$343 +22 +2%
CFO
40
CVA Family Office
Colorado
$14K – – –
GWM
41
Geneos Wealth Management
Colorado
$12K – – –
AAM
42
Advisors Asset Management
Colorado
$6K – – –
HI
43
Harbour Investments
Wisconsin
$3K -$16.5K -1,233 -85%
SIC
44
Samalin Investment Counsel
New York
– -$529K -36,133 Closed
TCA
45
Transcend Capital Advisors
New Jersey
– -$262K -17,805 Closed
FIA
46
FNY Investment Advisers
New York
– -$104K -7,133 Closed
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