DMO

Western Asset Mortgage Opportunity Fund

22 hedge funds and large institutions have $26.7M invested in Western Asset Mortgage Opportunity Fund in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
1
Bessemer Group
New Jersey
$6.5M +$520K +21,640 +9%
Bank of America
2
Bank of America
North Carolina
$4.14M -$325K -13,536 -7%
HK
3
Horizon Kinetics
New York
$3.75M -$20.3K -844 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$2.2M +$43K +1,791 +2%
LPL Financial
5
LPL Financial
California
$1.9M +$706K +29,378 +59%
Invesco
6
Invesco
Georgia
$1.42M -$211K -8,798 -13%
SIA
7
Sit Investment Associates
Minnesota
$1.36M -$1.7M -70,909 -56%
UBS Group
8
UBS Group
Switzerland
$1.15M +$4.25K +177 +0.4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$938K +$19.3K +804 +2%
Wells Fargo
10
Wells Fargo
California
$899K +$73.8K +3,075 +9%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$536K +$536K +22,300 New
YMRC
12
Yorktown Management & Research Company
Virginia
$406K +$406K +16,900 New
GC
13
Guggenheim Capital
Illinois
$378K +$378K +15,736 New
NL
14
NWAM LLC
Washington
$343K
Citigroup
15
Citigroup
New York
$225K +$10.3K +427 +5%
DA
16
Doliver Advisors
Texas
$223K +$223K +9,298 New
US Bancorp
17
US Bancorp
Minnesota
$125K
MFS
18
MSI Financial Services
Massachusetts
$65K +$65K +2,717 New
RPG
19
Risk Paradigm Group
Texas
$43K +$43K +1,790 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$29K -$9.37K -384 -24%
TRCT
21
Tower Research Capital (TRC)
New York
$29K +$24.2K +1,000 +500%
AIG
22
American International Group
New York
$25.5K
COLIM
23
City of London Investment Management
United Kingdom
-$773K -32,400 Closed
WAM
24
Weiss Asset Management
Massachusetts
-$303K -12,703 Closed
SG Americas Securities
25
SG Americas Securities
New York
-$250K -10,484 Closed