DMO

Western Asset Mortgage Opportunity Fund

27 hedge funds and large institutions have $23.5M invested in Western Asset Mortgage Opportunity Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.36M +$11.3K +430 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$3.76M -$939K -35,587 -20%
MML Investors Services
3
MML Investors Services
Massachusetts
$3.19M -$6.26K -237 -0.2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.07M +$1.03M +38,908 +98%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.99M +$97.3K +3,689 +5%
HK
6
Horizon Kinetics
New York
$1.8M -$29.1K -1,101 -2%
UBS Group
7
UBS Group
Switzerland
$1.44M -$398K -15,092 -22%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.22M +$53.2K +2,014 +5%
AG
9
Advisor Group
Arizona
$673K +$317K +12,012 +89%
Bessemer Group
10
Bessemer Group
New Jersey
$619K
Wells Fargo
11
Wells Fargo
California
$459K +$2.35K +89 +0.5%
IA
12
IFP Advisors
Florida
$454K +$155K +5,870 +52%
Ameriprise
13
Ameriprise
Minnesota
$392K +$2.88K +109 +0.7%
GXMC
14
Global X Management Company
New York
$310K +$3.78K +144 +1%
CA
15
Cetera Advisors
Colorado
$280K -$18.6K -700 -6%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$209K +$209K +7,927 New
JCM
17
Jacobi Capital Management
Pennsylvania
$41K +$41K +1,532 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$40K
RFWA
19
RPg Family Wealth Advisory
Massachusetts
$34.8K +$34.8K +1,318 New
PSUF
20
People's United Financial
Connecticut
$26K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$24K -$26 -1 -0.1%
WEC
22
Winslow Evans & Crocker
Massachusetts
$21.8K -$30.4K -1,151 -58%
GWM
23
Geneos Wealth Management
Colorado
$21K
VWA
24
V Wealth Advisors
Kansas
$17K +$17K +630 New
NFG
25
Next Financial Group
Texas
$16K