Western Asset Mortgage Opportunity Fund
DMO
29 hedge funds and large institutions have $29.2M invested in Western Asset Mortgage Opportunity Fund in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 0 closing their positions.
333% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
32% more funds holding
Funds holding: 22 → 29 (+7)
9% more capital invested
Capital invested by funds: $26.7M → $29.2M (+$2.46M)
0.68% more ownership
Funds ownership: 11.03% → 11.71% (+0.68%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LVP
Limestone Value Partners
Houston,
Texas
|
+$984K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$957K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$504K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$318K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$1.4M |
| 2 |
HK
Horizon Kinetics
New York
|
-$362K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$332K |
DMO Hedge Fund Activity: Q3 2016 in Review
29 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q3 2016, worth a combined $29.2M — up 9.2% from $26.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DMO positions and 0 closed out — a net gain of 7 holders — while 13 added to existing stakes and 3 trimmed.
The largest buyer was Limestone Value Partners, adding an estimated $984K. The largest seller was Bessemer Group, cutting an estimated $1.4M.
- 29 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q3 2016, up from 22 in Q2 2016.
- Funds reported $29.2M of Western Asset Mortgage Opportunity Fund stock for Q3 2016, up 9.2% quarter-over-quarter.
- 7 funds opened new Western Asset Mortgage Opportunity Fund positions in Q3 2016 and 0 closed out, a net change of +7 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q3 2016 was Limestone Value Partners, an estimated $984K added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q3 2016 was Bessemer Group, an estimated $1.4M sold.
Based on aggregated 13F filings for Q3 2016.