DMO

Western Asset Mortgage Opportunity Fund

21 hedge funds and large institutions have $24.7M invested in Western Asset Mortgage Opportunity Fund in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.92M +$116K +4,652 +2%
Morgan Stanley
2
Morgan Stanley
New York
$3.92M +$1.78M +71,338 +83%
Bessemer Group
3
Bessemer Group
New Jersey
$3.9M -$499K -20,000 -11%
HK
4
Horizon Kinetics
New York
$3.14M -$48.4K -1,943 -2%
Wells Fargo
5
Wells Fargo
California
$1.53M +$622K +24,963 +69%
UBS Group
6
UBS Group
Switzerland
$1.45M +$21.7K +869 +2%
Invesco
7
Invesco
Georgia
$1.29M -$206K -8,242 -14%
LPL Financial
8
LPL Financial
California
$1.06M -$1.12M -44,611 -51%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.04M +$993K +39,782 +2,301%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$762K -$46.7K -1,873 -6%
YMRC
11
Yorktown Management & Research Company
Virginia
$421K
GC
12
Guggenheim Capital
Illinois
$385K -$12.6K -505 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$339K +$45K +1,803 +15%
MFS
14
MSI Financial Services
Massachusetts
$234K +$88.3K +3,536 +61%
Citigroup
15
Citigroup
New York
$181K
RPG
16
Risk Paradigm Group
Texas
$44.6K
GXMC
17
Global X Management Company
New York
$33K +$33K +1,338 New
AIG
18
American International Group
New York
$27K
PSUF
19
People's United Financial
Connecticut
$24K +$24K +950 New
NFG
20
Next Financial Group
Texas
$14K
US Bancorp
21
US Bancorp
Minnesota
$1K -$104K -4,487 -99%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
-$534K -22,300 Closed
SIA
23
Sit Investment Associates
Minnesota
-$457K -19,075 Closed
NL
24
NWAM LLC
Washington
-$342K -14,000 Closed
FANJ
25
Financial Architects (New Jersey)
New Jersey
-$24K -990 Closed