DMO

Western Asset Mortgage Opportunity Fund

32 hedge funds and large institutions have $21.2M invested in Western Asset Mortgage Opportunity Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
32
Holders Change
+4
Holders Change %
+14.29%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.13M +$64.7K +3,119 +2%
MML Investors Services
2
MML Investors Services
Massachusetts
$3.11M +$438K +21,128 +16%
Morgan Stanley
3
Morgan Stanley
New York
$2.01M -$14.9K -719 -0.7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.95M -$136K -6,529 -6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.74M -$110K -5,322 -6%
UBS Group
6
UBS Group
Switzerland
$1.71M +$80.3K +3,867 +5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.51M +$70.4K +3,395 +5%
MAFM
8
Mid Atlantic Financial Management
Pennsylvania
$993K +$415K +20,000 +72%
NL
9
NWAM LLC
Washington
$847K +$10.5K +505 +1%
AG
10
Advisor Group
Arizona
$702K +$126K +6,065 +22%
LPL Financial
11
LPL Financial
California
$600K +$373K +17,983 +165%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$536K +$111K +5,346 +26%
QCIG
13
Quad-Cities Investment Group
Iowa
$518K +$268K +12,887 +107%
Bessemer Group
14
Bessemer Group
New Jersey
$487K +$487K +23,462 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$306K +$7.27K +350 +2%
Ameriprise
16
Ameriprise
Minnesota
$262K +$262K +12,616 New
Wells Fargo
17
Wells Fargo
California
$178K -$64.8K -3,125 -27%
FIA
18
FNY Investment Advisers
New York
$163K +$163K +7,862 New
CF
19
Centaurus Financial
California
$115K +$34.8K +723 +43%
NFG
20
Next Financial Group
Texas
$58K +$58K +2,784 New
NFH
21
NEXT Financial Holdings
Texas
$58K +$58K +2,784 New
SPL
22
Smart Portfolios LLC
Washington
$36K +$36K +1,735 New
FHA
23
Flagship Harbor Advisors
Massachusetts
$35K -$18.3K -900 -34%
IA
24
IFP Advisors
Florida
$31K -$1.58K -76 -5%
Citigroup
25
Citigroup
New York
$26K +$1.33K +63 +5%