Western Asset Mortgage Opportunity Fund
DMO
29 hedge funds and large institutions have $26.7M invested in Western Asset Mortgage Opportunity Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 5 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
10% more capital invested
Capital invested by funds: $24.4M → $26.7M (+$2.36M)
0.99% more ownership
Funds ownership: 10.11% → 11.1% (+0.99%)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
3% less funds holding
Funds holding: 30 → 29 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.29M |
| 2 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$858K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
+$722K |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$416K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$213K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
-$870K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$283K |
| 3 |
NMC
Nine Masts Capital
Central,
Hong Kong
|
-$152K |
| 4 |
LPL Financial
San Diego,
California
|
-$99.8K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$57.9K |
DMO Hedge Fund Activity: Q3 2018 in Review
29 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q3 2018, worth a combined $26.7M — up 9.7% from $24.4M a quarter earlier.
Fund positioning in DMO was balanced in Q3 2018: 5 funds opened new positions, 5 closed out, 13 added to existing stakes and 7 trimmed.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $1.29M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $870K sold.
- 29 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q3 2018, down from 30 in Q2 2018.
- Funds reported $26.7M of Western Asset Mortgage Opportunity Fund stock for Q3 2018, up 9.7% quarter-over-quarter.
- 5 funds opened new Western Asset Mortgage Opportunity Fund positions in Q3 2018 and 5 closed out, a net change of 0 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q3 2018 was Sit Investment Associates, an estimated $1.29M added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q3 2018 was Laurion Capital Management, an estimated $870K sold.
Based on aggregated 13F filings for Q3 2018.