Western Asset Mortgage Opportunity Fund
DMO
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.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
0% more funds holding
Funds holding: 22 → 22 (0)
0.25% less ownership
Funds ownership: 10.93% → 10.67% (-0.25%)
2% less capital invested
Capital invested by funds: $27.1M → $26.7M (-$432K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$711K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$540K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$524K |
| 4 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$409K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$381K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.72M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$773K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$328K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$303K |
| 5 |
SG Americas Securities
New York
|
-$250K |
DMO Hedge Fund Activity: Q1 2015 in Review
22 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q1 2015, worth a combined $26.7M — down 1.6% from $27.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DMO positions and 5 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $711K. The largest seller was Sit Investment Associates, cutting an estimated $1.72M.
- 22 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $26.7M of Western Asset Mortgage Opportunity Fund stock for Q1 2015, down 1.6% quarter-over-quarter.
- 6 funds opened new Western Asset Mortgage Opportunity Fund positions in Q1 2015 and 5 closed out, a net change of +1 holder.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q1 2015 was LPL Financial, an estimated $711K added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q1 2015 was Sit Investment Associates, an estimated $1.72M sold.
Based on aggregated 13F filings for Q1 2015.