DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

47 hedge funds and large institutions have $30.6M invested in Western Asset Mortgage Opportunity Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.01M
2
Citadel Advisors
Citadel Advisors
Florida
$178K
3
GC
Guggenheim Capital
Illinois
$2.31M
4
UBS Group
UBS Group
Switzerland
$415K
5
FNWA
Financial Network Wealth Advisors
Utah
$67.1K

Top Sellers

1
PI
PFG Investments
New York
$0
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$2.22M
3
SIA
Sit Investment Associates
Minnesota
$960K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$1.4M
5
CPRC
Consolidated Portfolio Review Corp
New York
$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$193K -$18.1K -1,515 -9%
OC
27
Oppenheimer & Co
New York
$185K – – –
ICMP
28
Integrated Capital Management (Pennsylvania)
Pennsylvania
$185K +$16.5K +1,381 +10%
Citadel Advisors
29
Citadel Advisors
Florida
$178K +$178K +14,938 New
SA
30
SFI Advisors
New Jersey
$154K -$5.97K -500 -4%
Ameriprise
31
Ameriprise
Minnesota
$151K – – –
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$132K -$10.7K -900 -8%
CA
33
CoreCap Advisors
Michigan
$69.2K +$59.4K +4,975 +603%
FNWA
34
Financial Network Wealth Advisors
Utah
$67.1K +$67.1K +5,623 New
Wells Fargo
35
Wells Fargo
California
$57.6K +$18.2K +1,529 +46%
Bank of America
36
Bank of America
North Carolina
$57.5K -$740 -62 -1%
GJWM
37
Gilliland Jeter Wealth Management
Arkansas
$19.7K +$632 +53 +3%
CPA
38
Clear Point Advisors
New York
$17.2K +$549 +46 +3%
AWM
39
Avior Wealth Management
Nebraska
$15.1K -$20.3K -1,705 -57%
SPIA
40
Steward Partners Investment Advisory
New York
$11.9K – – –
CFGS
41
Concourse Financial Group Securities
Alabama
$7.84K – – –
WIA
42
Wetzel Investment Advisors
Indiana
$7.03K +$7.03K +600 New
PS
43
Principal Securities
Iowa
$6.39K -$2.85K -239 -31%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
POIA
45
Pin Oak Investment Advisors
Texas
$5K – – –
Comerica Bank
46
Comerica Bank
Texas
$4.3K -$1.22K -102 -22%
Citigroup
47
Citigroup
New York
$48 – – –
PI
48
PFG Investments
New York
– -$2.93M -250,150 Closed
RGC
49
Roberts, Glore & Co
Illinois
– -$363K -30,968 Closed
FIA
50
FNY Investment Advisers
New York
– -$2 -200 Closed
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