DMO

Western Asset Mortgage Opportunity Fund

25 hedge funds and large institutions have $20.8M invested in Western Asset Mortgage Opportunity Fund in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.22M +$368K +15,533 +10%
Bank of America
2
Bank of America
North Carolina
$3.91M -$420K -17,731 -10%
MML Investors Services
3
MML Investors Services
Massachusetts
$2.87M +$2.87M +120,999 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.7M +$302K +12,755 +22%
UBS Group
5
UBS Group
Switzerland
$1.65M +$301K +12,712 +22%
HK
6
Horizon Kinetics
New York
$1.64M -$300K -12,654 -15%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.05M +$370K +15,622 +55%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$940K +$101K +4,281 +12%
Bessemer Group
9
Bessemer Group
New Jersey
$556K -$74.3K -3,136 -12%
Wells Fargo
10
Wells Fargo
California
$409K -$301K -12,715 -42%
Ameriprise
11
Ameriprise
Minnesota
$349K +$349K +14,740 New
AG
12
Advisor Group
Arizona
$320K +$253K +10,679 +381%
GXMC
13
Global X Management Company
New York
$276K +$93K +3,930 +51%
IA
14
IFP Advisors
Florida
$269K -$90.1K -3,801 -25%
CA
15
Cetera Advisors
Colorado
$266K -$27.3K -1,150 -9%
LPL Financial
16
LPL Financial
California
$216K +$216K +9,041 New
RPG
17
Risk Paradigm Group
Texas
$47.2K
WEC
18
Winslow Evans & Crocker
Massachusetts
$46.8K +$4.74K +200 +11%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$36K
PSUF
20
People's United Financial
Connecticut
$24K +$18K +750 +300%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$22K -$768K -32,181 -97%
GWM
22
Geneos Wealth Management
Colorado
$18K
NFG
23
Next Financial Group
Texas
$15K -$43.8K -1,750 -74%
PCM
24
Penserra Capital Management
California
$3K -$298 -15 -9%
LCM
25
Laurion Capital Management
New York
-$1.25M -54,889 Closed