DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

46 hedge funds and large institutions have $40.7M invested in Western Asset Mortgage Opportunity Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.16M
2
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$1.09M
3
LPL Financial
LPL Financial
California
+$685K
4
Morgan Stanley
Morgan Stanley
New York
+$399K
5
Invesco
Invesco
Georgia
+$313K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$1.1M
2
CF
Centaurus Financial
California
-$245K
3
FM
Family Management
New York
-$215K
4
SFS
Shaker Financial Services
Virginia
-$176K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$166K
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$313K +$313K +23,396 New
UBS Group
27
UBS Group
Switzerland
$276K -$14.6K -1,095 -5%
RGC
28
Roberts, Glore & Co
Illinois
$248K – – –
SWM
29
SeaCrest Wealth Management
New York
$234K +$234K +17,525 New
PCP
30
Proficio Capital Partners
Massachusetts
$208K – – –
OC
31
Oppenheimer & Co
New York
$190K +$2.74K +205 +1%
LCM
32
Landscape Capital Management
New Jersey
$174K +$174K +12,991 New
Ameriprise
33
Ameriprise
Minnesota
$169K – – –
ICMP
34
Integrated Capital Management (Pennsylvania)
Pennsylvania
$159K -$7.73K -580 -5%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$142K -$400 -30 -0.3%
MC
36
Moors & Cabot
Massachusetts
$136K -$6.67K -500 -5%
MCC
37
Money Concepts Capital
Florida
$29K +$29K +2,170 New
Wells Fargo
38
Wells Fargo
California
$17K -$26 -2 -0.2%
APA
39
American Portfolios Advisors
New York
$15.5K +$1.89K +141 +14%
SPIA
40
Steward Partners Investment Advisory
New York
$13K – – –
CFO
41
CVA Family Office
Colorado
$12K – – –
GWM
42
Geneos Wealth Management
Colorado
$10K – – –
FIA
43
FNY Investment Advisers
New York
$2K +$2K +200 New
IA
44
IFP Advisors
Florida
$1K +$1K +23 New
SA
45
SFI Advisors
New Jersey
$171 – – –
SFS
46
Shaker Financial Services
Virginia
– -$176K -11,583 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
– -$166K -10,946 Closed
ASN
48
Advisory Services Network
Georgia
– -$153K -10,077 Closed
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