DMO

Western Asset Mortgage Opportunity Fund

30 hedge funds and large institutions have $27.8M invested in Western Asset Mortgage Opportunity Fund in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$4.82M +$153K +6,661 +3%
MML Investors Services
2
MML Investors Services
Massachusetts
$3.22M +$122K +5,301 +4%
CWM
3
Cornerstone Wealth Management
Missouri
$2.7M -$266K -6,909 -9%
Morgan Stanley
4
Morgan Stanley
New York
$2.57M +$43.6K +1,897 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.42M -$32.5K -1,414 -1%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.32M +$150K +6,521 +7%
UBS Group
7
UBS Group
Switzerland
$2M +$10.6K +463 +0.5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.59M +$140K +6,094 +10%
SIA
9
Sit Investment Associates
Minnesota
$1.31M +$1.31M +56,979 New
NL
10
NWAM LLC
Washington
$871K +$871K +37,878 New
AG
11
Advisor Group
Arizona
$719K +$216K +9,387 +43%
Bessemer Group
12
Bessemer Group
New Jersey
$540K
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$423K +$423K +18,390 New
DA
14
Doliver Advisors
Texas
$400K -$53.7K -2,332 -12%
QCIG
15
Quad-Cities Investment Group
Iowa
$334K -$31K -1,344 -8%
IA
16
IFP Advisors
Florida
$331K -$58.9K -2,558 -15%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$331K +$11.5K +500 +4%
LPL Financial
18
LPL Financial
California
$325K -$101K -4,407 -24%
Wells Fargo
19
Wells Fargo
California
$269K -$12.4K -539 -4%
PAG
20
Private Advisor Group
New Jersey
$213K +$213K +9,256 New
GWM
21
Geneos Wealth Management
Colorado
$39K
Citigroup
22
Citigroup
New York
$26K +$642 +28 +3%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$24K +$502 +22 +2%
APA
24
American Portfolios Advisors
New York
$9.2K +$230 +10 +3%
PA
25
Parallel Advisors
California
$7K +$192 +8 +3%