DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

49 hedge funds and large institutions have $39.5M invested in Western Asset Mortgage Opportunity Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$520K
2
AWM
AE Wealth Management
Kansas
+$401K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$326K
4
MC
Moors & Cabot
Massachusetts
+$283K
5
SCM
Saba Capital Management
New York
+$256K

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$516K
2
LSC
Logan Stone Capital
Illinois
-$439K
3
USCWA
U.S. Capital Wealth Advisors
Texas
-$369K
4
SWM
Stockman Wealth Management
Montana
-$130K
5
MC
Matisse Capital
Oregon
-$123K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
51
Stockman Wealth Management
Montana
– -$130K -12,100 Closed
MCC
52
Money Concepts Capital
Florida
– -$23.4K -2,170 Closed
AC
53
Almitas Capital
California
– -$11.1K -1,030 Closed
IA
54
IFP Advisors
Florida
– -$1K -40 Closed
Wells Fargo
55
Wells Fargo
California
– -$11 -1 Closed
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