Western Asset Mortgage Opportunity Fund
DMO
52 hedge funds and large institutions have $39.4M invested in Western Asset Mortgage Opportunity Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
13% more funds holding
Funds holding: 46 → 52 (+6)
2.79% more ownership
Funds ownership: 26.97% → 29.77% (+2.8%)
3% less capital invested
Capital invested by funds: $40.7M → $39.4M (-$1.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$1.34M |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$1.25M |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
+$1.23M |
| 4 |
Morgan Stanley
New York
|
+$1.19M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$865K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.39M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$888K |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$409K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$340K |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$208K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bessemer Group
Woodbridge,
New Jersey
| $1K | +$932 | +76 | New |
|
|
CAN
52
Cetera Advisor Networks
El Segundo,
California
| – | -$1.39M | -103,605 | Closed |
|
|
PCP
53
Proficio Capital Partners
Newton,
Massachusetts
| – | -$208K | -15,542 | Closed |
|
54
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$142K | -10,641 | Closed |
|
|
MCC
55
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$29K | -2,170 | Closed |
|
DMO Hedge Fund Activity: Q2 2022 in Review
52 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q2 2022, worth a combined $39.4M — down 3.2% from $40.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DMO positions and 4 closed out — a net gain of 7 holders — while 18 added to existing stakes and 15 trimmed.
The largest buyer was Riverbridge Partners, opening a new position worth an estimated $1.34M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $1.39M sold.
- 52 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q2 2022, up from 46 in Q1 2022.
- Funds reported $39.4M of Western Asset Mortgage Opportunity Fund stock for Q2 2022, down 3.2% quarter-over-quarter.
- 11 funds opened new Western Asset Mortgage Opportunity Fund positions in Q2 2022 and 4 closed out, a net change of +7 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q2 2022 was Riverbridge Partners, an estimated $1.34M added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q2 2022 was Cetera Advisor Networks, an estimated $1.39M sold.
Based on aggregated 13F filings for Q2 2022.