DMO

Western Asset Mortgage Opportunity Fund

52 hedge funds and large institutions have $39.4M invested in Western Asset Mortgage Opportunity Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$384K +$384K +32,873 New
RGC
27
Roberts, Glore & Co
Illinois
$356K +$140K +11,950 +65%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$340K -$21.9K -1,878 -6%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$334K -$3.06K -262 -0.9%
LCM
30
Landscape Capital Management
New Jersey
$327K +$175K +15,006 +116%
FM
31
Family Management
New York
$294K -$595 -51 -0.2%
UBS Group
32
UBS Group
Switzerland
$220K -$21.6K -1,845 -9%
SWM
33
SeaCrest Wealth Management
New York
$195K -$10.1K -859 -5%
OC
34
Oppenheimer & Co
New York
$166K
SA
35
SFI Advisors
New Jersey
$153K +$4.42K +381 +3%
ICMP
36
Integrated Capital Management (Pennsylvania)
Pennsylvania
$151K +$12.4K +1,064 +9%
MC
37
Moors & Cabot
Massachusetts
$148K +$29.1K +2,500 +25%
Ameriprise
38
Ameriprise
Minnesota
$147K
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$144K +$144K +12,332 New
Baird Financial Group
40
Baird Financial Group
Wisconsin
$117K +$117K +10,054 New
CA
41
CoreCap Advisors
Michigan
$31K +$31K +2,655 New
APA
42
American Portfolios Advisors
New York
$13.9K +$304 +26 +2%
SPIA
43
Steward Partners Investment Advisory
New York
$12K
CFO
44
CVA Family Office
Colorado
$11K
GWM
45
Geneos Wealth Management
Colorado
$9K
CFGS
46
Concourse Financial Group Securities
Alabama
$8K +$8K +650 New
Wells Fargo
47
Wells Fargo
California
$4K -$13.3K -1,000 -77%
HI
48
Harbour Investments
Wisconsin
$3K +$3K +224 New
FIA
49
FNY Investment Advisers
New York
$2K
IA
50
IFP Advisors
Florida
$1K