Western Asset Mortgage Opportunity Fund
DMO
30 hedge funds and large institutions have $24.4M invested in Western Asset Mortgage Opportunity Fund in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 3 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
4% more capital invested
Capital invested by funds: $23.4M → $24.4M (+$924K)
0.93% more ownership
Funds ownership: 9.17% → 10.11% (+0.93%)
0% more funds holding
Funds holding: 30 → 30 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$915K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$484K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$472K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$321K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$302K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HK
Horizon Kinetics
New York
|
-$569K |
| 2 |
Morgan Stanley
New York
|
-$165K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$61.6K |
| 4 |
PGWM
Parisi Gray Wealth Management
Mendham,
New Jersey
|
-$44.2K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$41.9K |
DMO Hedge Fund Activity: Q2 2018 in Review
30 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q2 2018, worth a combined $24.4M — up 3.9% from $23.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new DMO positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 6 trimmed.
The largest buyer was UBS Group, adding an estimated $915K. The largest seller was Horizon Kinetics, exiting entirely with an estimated $569K sold.
- 30 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $24.4M of Western Asset Mortgage Opportunity Fund stock for Q2 2018, up 3.9% quarter-over-quarter.
- 4 funds opened new Western Asset Mortgage Opportunity Fund positions in Q2 2018 and 3 closed out, a net change of +1 holder.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q2 2018 was UBS Group, an estimated $915K added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q2 2018 was Horizon Kinetics, an estimated $569K sold.
Based on aggregated 13F filings for Q2 2018.