DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

47 hedge funds and large institutions have $39.9M invested in Western Asset Mortgage Opportunity Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
PFG Investments
New York
+$2.93M
2
VVP
Venture Visionary Partners
Ohio
+$817K
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$753K
4
RCM
Robinson Capital Management
Michigan
+$423K
5
CL
Choreo LLC
Illinois
+$357K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.85M
2
SIA
Sit Investment Associates
Minnesota
-$2.2M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.07M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$698K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$269K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
– -$134K -11,964 Closed
ASN
52
Advisory Services Network
Georgia
– -$84.1K -7,533 Closed
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
– -$29.3K -2,627 Closed
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