DMO

Western Asset Mortgage Opportunity Fund

49 hedge funds and large institutions have $38.7M invested in Western Asset Mortgage Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$255K +$455 +43 +0.2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$225K +$2.67K +252 +1%
SWM
28
SeaCrest Wealth Management
New York
$219K +$9.13K +863 +4%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$196K +$7.21K +681 +4%
HighTower Advisors
30
HighTower Advisors
Illinois
$174K +$174K +16,820 New
OC
31
Oppenheimer & Co
New York
$169K -$8.62K -815 -5%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$160K -$11.9K -1,122 -7%
ICMP
33
Integrated Capital Management (Pennsylvania)
Pennsylvania
$150K +$1.55K +146 +1%
ACM
34
Arlington Capital Management
Illinois
$148K +$148K +13,947 New
IWC
35
Integrated Wealth Concepts
Massachusetts
$148K -$5.32M -503,224 -97%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$145K -$38.5K -3,635 -21%
QCIG
37
Quad-Cities Investment Group
Iowa
$141K -$762 -72 -0.5%
SA
38
SFI Advisors
New Jersey
$139K
LCM
39
Landscape Capital Management
New Jersey
$137K +$137K +12,971 New
Ameriprise
40
Ameriprise
Minnesota
$133K
SPIA
41
Steward Partners Investment Advisory
New York
$10.6K
CFGS
42
Concourse Financial Group Securities
Alabama
$6.95K
POIA
43
Pin Oak Investment Advisors
Texas
$5K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.02K +96 +34%
Bessemer Group
45
Bessemer Group
New Jersey
$4K +$4K +363 New
FIA
46
FNY Investment Advisers
New York
$2K
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$836 -$6.97K -659 -89%
Citigroup
48
Citigroup
New York
$42
Wells Fargo
49
Wells Fargo
California
$9 +$9 +1 New
USCWA
50
U.S. Capital Wealth Advisors
Texas
-$370K -35,366 Closed