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DMO

Western Asset Mortgage Opportunity Fund
DMO

16 hedge funds and large institutions have $16.9M invested in Western Asset Mortgage Opportunity Fund in 2013 Q2 according to their latest regulatory filings, with 16 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7.04% more ownership

Funds ownership: 0% → 7.04% (+7%)

Holders
16
Holders Change
+16
Holders Change %
–
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.47M +$4.91M +193,562 New
HK
2
Horizon Kinetics
New York
$3.73M +$4.09M +161,529 New
Morgan Stanley
3
Morgan Stanley
New York
$2.25M +$2.47M +97,488 New
SIA
4
Sit Investment Associates
Minnesota
$2.25M +$2.46M +97,227 New
RCM
5
Rivernorth Capital Management
Florida
$1.76M +$1.92M +75,957 New
DA
6
Doliver Advisors
Texas
$686K +$751K +29,653 New
Wells Fargo
7
Wells Fargo
California
$593K +$650K +25,631 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$312K +$342K +13,509 New
HB
9
Homrich & Berg
Georgia
$269K +$295K +11,638 New
GC
10
Guggenheim Capital
Illinois
$259K +$284K +11,211 New
U
11
UBS
Switzerland
$185K +$203K +8,007 New
WAM
12
Wolverine Asset Management
Illinois
$74K +$81.3K +3,210 New
PFO
13
Pathstone Family Office
New Jersey
$46K +$50.7K +2,000 New
TRCT
14
Tower Research Capital (TRC)
New York
$23K +$24.9K +984 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$14K +$15.3K +605 New
Citigroup
16
Citigroup
New York
– +$127 +5 New

DMO Hedge Fund Activity: Q2 2013 in Review

16 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q2 2013, worth a combined $16.9M.

Buyers outnumbered sellers: 16 funds opened new DMO positions and 0 closed out — a net gain of 16 holders — while 0 added to existing stakes and 0 trimmed.

  • 16 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $16.9M of Western Asset Mortgage Opportunity Fund stock for Q2 2013.
  • 16 funds opened new Western Asset Mortgage Opportunity Fund positions in Q2 2013 and 0 closed out, a net change of +16 holders.

Based on aggregated 13F filings for Q2 2013.