DMO

Western Asset Mortgage Opportunity Fund

27 hedge funds and large institutions have $29.5M invested in Western Asset Mortgage Opportunity Fund in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
1
Bessemer Group
New Jersey
$6.03M +$2.35M +99,701 +64%
Morgan Stanley
2
Morgan Stanley
New York
$4.54M +$836K +35,479 +23%
Bank of America
3
Bank of America
North Carolina
$4.53M -$108K -4,587 -2%
LVP
4
Limestone Value Partners
Texas
$3.34M +$3.34M +145,910 New
HK
5
Horizon Kinetics
New York
$2.93M -$35.3K -1,498 -1%
Wells Fargo
6
Wells Fargo
California
$1.76M +$322K +13,682 +22%
Invesco
7
Invesco
Georgia
$1.26M +$45.3K +1,921 +4%
UBS Group
8
UBS Group
Switzerland
$1.26M -$108K -4,581 -8%
MFS
9
MSI Financial Services
Massachusetts
$790K +$569K +24,180 +258%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$712K -$8.13K -345 -1%
YMRC
11
Yorktown Management & Research Company
Virginia
$398K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$367K +$47.4K +2,015 +15%
NL
13
NWAM LLC
Washington
$355K +$355K +15,074 New
GC
14
Guggenheim Capital
Illinois
$351K -$12K -511 -3%
IA
15
IFP Advisors
Florida
$254K +$254K +10,782 New
MBT
16
Montecito Bank & Trust
California
$200K +$200K +8,495 New
Citigroup
17
Citigroup
New York
$171K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$112K -$872K -36,786 -89%
RPG
19
Risk Paradigm Group
Texas
$42.2K
GXMC
20
Global X Management Company
New York
$29K -$2.96K -124 -9%
PSUF
21
People's United Financial
Connecticut
$29K +$6.96K +300 +32%
AIG
22
American International Group
New York
$25K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$22K +$22K +935 New
NFG
24
Next Financial Group
Texas
$14K
WEC
25
Winslow Evans & Crocker
Massachusetts
$9.42K +$9.42K +400 New