DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

49 hedge funds and large institutions have $38.7M invested in Western Asset Mortgage Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.55M
2
LSC
Logan Stone Capital
Illinois
+$946K
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$637K
4
HighTower Advisors
HighTower Advisors
Illinois
+$174K
5
CPRC
Consolidated Portfolio Review Corp
New York
+$167K

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
-$5.32M
2
USCWA
U.S. Capital Wealth Advisors
Texas
-$370K
3
SCM
Saba Capital Management
New York
-$256K
4
Invesco
Invesco
Georgia
-$244K
5
Bank of America
Bank of America
North Carolina
-$192K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
51
Saba Capital Management
New York
– -$256K -24,485 Closed
RCM
52
Rivernorth Capital Management
Florida
– -$136K -12,972 Closed
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
– -$128K -12,292 Closed
ASN
54
Advisory Services Network
Georgia
– -$88.6K -8,474 Closed
CFO
55
CVA Family Office
Colorado
– -$9.67K -925 Closed
BAM
56
Belpointe Asset Management
Nevada
– -$7.32K -700 Closed
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