DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

45 hedge funds and large institutions have $27.3M invested in Western Asset Mortgage Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.5M
2
Bessemer Group
Bessemer Group
New Jersey
$341K
3
Walleye Capital
Walleye Capital
New York
$244K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.4M
5
JSW
Journey Strategic Wealth
New Jersey
$138K

Top Sellers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
$0
2
Morgan Stanley
Morgan Stanley
New York
$2.08M
3
SIA
Sit Investment Associates
Minnesota
$496K
4
RIA
Regal Investment Advisors
Michigan
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$194K – – –
ICMP
27
Integrated Capital Management (Pennsylvania)
Pennsylvania
$186K +$335 +28 +0.2%
OC
28
Oppenheimer & Co
New York
$186K – – –
SA
29
SFI Advisors
New Jersey
$155K – – –
Ameriprise
30
Ameriprise
Minnesota
$151K – – –
JSW
31
Journey Strategic Wealth
New Jersey
$138K +$138K +11,500 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$127K -$5.99K -500 -5%
CA
33
CoreCap Advisors
Michigan
$69.4K – – –
FNWA
34
Financial Network Wealth Advisors
Utah
$67.3K – – –
Bank of America
35
Bank of America
North Carolina
$51.1K -$6.6K -551 -11%
Wells Fargo
36
Wells Fargo
California
$34.5K -$23.4K -1,954 -40%
GJWM
37
Gilliland Jeter Wealth Management
Arkansas
$20.4K +$646 +54 +3%
CPA
38
Clear Point Advisors
New York
$17.9K +$563 +47 +3%
SPIA
39
Steward Partners Investment Advisory
New York
$12K – – –
CFGS
40
Concourse Financial Group Securities
Alabama
$7.87K – – –
POIA
41
Pin Oak Investment Advisors
Texas
$5K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
Comerica Bank
43
Comerica Bank
Texas
$3.95K -$359 -30 -8%
PS
44
Principal Securities
Iowa
$3.51K -$2.91K -243 -45%
Citigroup
45
Citigroup
New York
$48 – – –
Pathstone Holdings
46
Pathstone Holdings
New Jersey
– -$2.22M -186,500 Closed
RIA
47
Regal Investment Advisors
Michigan
– -$201K -16,842 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$178K -14,938 Closed
AWM
49
Avior Wealth Management
Nebraska
– -$15.1K -1,269 Closed
WIA
50
Wetzel Investment Advisors
Indiana
– -$7.03K -600 Closed
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