DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

44 hedge funds and large institutions have $43.5M invested in Western Asset Mortgage Opportunity Fund in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
16
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
$1.39M
2
GC
Guggenheim Capital
Illinois
$3.53M
3
IWC
Integrated Wealth Concepts
Massachusetts
$7.61M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$662K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.77M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
2
USCWA
U.S. Capital Wealth Advisors
Texas
$1.58M
3
CF
Centaurus Financial
California
$2.67M
4
BA
Bridgewater Advisors
New York
$0
5
KPWS
Kestra Private Wealth Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
26
Proficio Capital Partners
Massachusetts
$236K – – –
OC
27
Oppenheimer & Co
New York
$213K +$20.5K +1,349 +11%
SA
28
SFI Advisors
New Jersey
$199K +$199K +12,799 New
Ameriprise
29
Ameriprise
Minnesota
$192K – – –
ICMP
30
Integrated Capital Management (Pennsylvania)
Pennsylvania
$190K +$10.6K +695 +6%
SFS
31
Shaker Financial Services
Virginia
$176K +$176K +11,583 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$166K +$166K +10,946 New
MC
33
Moors & Cabot
Massachusetts
$163K -$7.62K -500 -4%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$162K – – –
MAWAG
35
Mid-American Wealth Advisory Group
Missouri
$154K +$154K +10,129 New
ASN
36
Advisory Services Network
Georgia
$153K -$3.69K -243 -2%
CFA
37
Carroll Financial Associates
North Carolina
$33K – – –
Wells Fargo
38
Wells Fargo
California
$20K -$16K -1,039 -44%
APA
39
American Portfolios Advisors
New York
$15.5K +$426 +28 +3%
SPIA
40
Steward Partners Investment Advisory
New York
$15K – – –
CFO
41
CVA Family Office
Colorado
$14K +$14K +925 New
GWM
42
Geneos Wealth Management
Colorado
$12K – – –
HI
43
Harbour Investments
Wisconsin
$3K – – –
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
– -$521K -33,683 Closed
BA
45
Bridgewater Advisors
New York
– -$348K -22,500 Closed
KPWS
46
Kestra Private Wealth Services
Texas
– -$239K -15,480 Closed
TCA
47
Transcend Capital Advisors
New Jersey
– -$236K -14,994 Closed
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