DMO

Western Asset Mortgage Opportunity Fund

28 hedge funds and large institutions have $20.1M invested in Western Asset Mortgage Opportunity Fund in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.02M -$1.26M -61,603 -29%
MML Investors Services
2
MML Investors Services
Massachusetts
$2.63M -$228K -11,199 -8%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.05M -$6.08K -298 -0.3%
Morgan Stanley
4
Morgan Stanley
New York
$1.99M -$293K -14,399 -13%
SIA
5
Sit Investment Associates
Minnesota
$1.86M +$698K +34,260 +60%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.82M -$319K -15,649 -15%
UBS Group
7
UBS Group
Switzerland
$1.6M -$172K -8,450 -10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.42M +$6.57K +322 +0.5%
NL
9
NWAM LLC
Washington
$822K +$49.8K +2,444 +6%
MAFM
10
Mid Atlantic Financial Management
Pennsylvania
$568K +$568K +27,867 New
AG
11
Advisor Group
Arizona
$566K -$70.8K -3,474 -11%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$418K +$42.6K +2,086 +11%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$293K
QCIG
14
Quad-Cities Investment Group
Iowa
$244K -$49.2K -2,433 -17%
Wells Fargo
15
Wells Fargo
California
$239K -$102 -5 -0%
LPL Financial
16
LPL Financial
California
$223K -$65.8K -3,220 -23%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$141K +$141K +6,929 New
FHA
18
Flagship Harbor Advisors
Massachusetts
$53K +$53K +2,625 New
IA
19
IFP Advisors
Florida
$33K -$269K -12,807 -89%
Citigroup
20
Citigroup
New York
$24K +$778 +38 +3%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$22K +$330 +16 +2%
GWM
22
Geneos Wealth Management
Colorado
$16K -$18K -900 -53%
CIAS
23
Capital Investment Advisory Services
North Carolina
$10K +$10K +500 New
APA
24
American Portfolios Advisors
New York
$8.37K +$204 +10 +3%
FHB
25
First Hawaiian Bank
Hawaii
$8K +$4.32K +200 +118%