DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

48 hedge funds and large institutions have $38M invested in Western Asset Mortgage Opportunity Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.03M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.71M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$2.77M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.15M
5
MC
5
Moors & Cabot
Massachusetts
$256K

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$242K
2
SIA
2
Sit Investment Associates
Minnesota
$4.52M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$5.69M
4
RJA
4
Raymond James & Associates
Florida
$0
5
GC
5
Guggenheim Capital
Illinois
$1.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
– -$3K -224 Closed
FIA
52
FNY Investment Advisers
New York
– -$2K -200 Closed
1 2
3