DMO

Western Asset Mortgage Opportunity Fund

40 hedge funds and large institutions have $28.8M invested in Western Asset Mortgage Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
18
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
26
Oppenheimer & Co
New York
$183K
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$158K +$158K +13,422 New
JSW
28
Journey Strategic Wealth
New Jersey
$152K +$15.9K +1,350 +12%
Walleye Capital
29
Walleye Capital
New York
$118K -$122K -10,381 -51%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$114K -$10.6K -900 -8%
Comerica Bank
31
Comerica Bank
Texas
$106K +$102K +8,685 +2,632%
SIA
32
Sit Investment Associates
Minnesota
$72K -$414K -35,283 -85%
CA
33
CoreCap Advisors
Michigan
$68.4K
Bank of America
34
Bank of America
North Carolina
$29.6K -$20.8K -1,762 -41%
SPIA
35
Steward Partners Investment Advisory
New York
$11.8K
CFGS
36
Concourse Financial Group Securities
Alabama
$7.63K
POIA
37
Pin Oak Investment Advisors
Texas
$5K
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$4K
Wells Fargo
39
Wells Fargo
California
$1.07K -$32.9K -2,787 -97%
Citigroup
40
Citigroup
New York
$47
Bessemer Group
41
Bessemer Group
New Jersey
-$341K -28,500 Closed
Ameriprise
42
Ameriprise
Minnesota
-$151K -12,616 Closed
FNWA
43
Financial Network Wealth Advisors
Utah
-$67.3K -5,623 Closed
GJWM
44
Gilliland Jeter Wealth Management
Arkansas
-$20.4K -1,706 Closed
CPA
45
Clear Point Advisors
New York
-$17.9K -1,493 Closed
PS
46
Principal Securities
Iowa
-$3.51K -293 Closed