DMO

Western Asset Mortgage Opportunity Fund

34 hedge funds and large institutions have $26.4M invested in Western Asset Mortgage Opportunity Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+2
Holders Change %
+6.25%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CF
1
Centaurus Financial
California
$3.86M +$3.8M +178,067 +7,460%
Bank of America
2
Bank of America
North Carolina
$3.19M -$35.4K -1,658 -1%
MML Investors Services
3
MML Investors Services
Massachusetts
$3.12M -$90.4K -4,228 -3%
Morgan Stanley
4
Morgan Stanley
New York
$2.48M +$414K +19,392 +20%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.71M -$89.1K -4,171 -5%
UBS Group
6
UBS Group
Switzerland
$1.68M -$86.9K -4,065 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.63M +$72.8K +3,405 +5%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.27M -$740K -34,632 -37%
MAFM
9
Mid Atlantic Financial Management
Pennsylvania
$1M -$19.2K -900 -2%
NL
10
NWAM LLC
Washington
$882K +$9.57K +448 +1%
AG
11
Advisor Group
Arizona
$770K +$46.3K +2,165 +6%
QCIG
12
Quad-Cities Investment Group
Iowa
$616K +$82.9K +3,878 +16%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$590K +$40.9K +1,921 +7%
Bessemer Group
14
Bessemer Group
New Jersey
$501K
BCA
15
Bay Colony Advisors
Massachusetts
$448K +$448K +20,987 New
LPL Financial
16
LPL Financial
California
$435K -$183K -8,552 -30%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$410K +$410K +19,178 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$315K
RIA
19
Regal Investment Advisors
Michigan
$280K +$280K +13,122 New
Ameriprise
20
Ameriprise
Minnesota
$270K
PAG
21
Private Advisor Group
New Jersey
$229K +$229K +10,714 New
FIA
22
FNY Investment Advisers
New York
$191K +$23.8K +1,120 +14%
QFA
23
Quattro Financial Advisors
Texas
$156K +$156K +7,212 New
Wells Fargo
24
Wells Fargo
California
$127K -$55.8K -2,617 -31%
Citigroup
25
Citigroup
New York
$69K +$42.8K +2,012 +163%