DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

45 hedge funds and large institutions have $34.3M invested in Western Asset Mortgage Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$2.49M
2
Bank of America
Bank of America
North Carolina
+$1.36M
3
CAN
Cetera Advisor Networks
California
+$586K
4
GC
Guggenheim Capital
Illinois
+$475K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$389K

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.62M
2
KPWS
Kestra Private Wealth Services
Texas
-$1.26M
3
Morgan Stanley
Morgan Stanley
New York
-$861K
4
FFA
Founders Financial Alliance
North Carolina
-$739K
5
ACM
Arlington Capital Management
Illinois
-$649K
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
– -$178K -12,545 Closed
1 2
3