Western Asset Mortgage Opportunity Fund
DMO
36 hedge funds and large institutions have $29.6M invested in Western Asset Mortgage Opportunity Fund in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
16% more funds holding
Funds holding: 31 → 36 (+5)
12% more capital invested
Capital invested by funds: $26.4M → $29.6M (+$3.26M)
2.36% more ownership
Funds ownership: 11.55% → 13.91% (+2.4%)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.98M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.28M |
| 3 |
Rockefeller Capital Management
New York
|
+$534K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$455K |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$367K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$566K |
| 2 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$469K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$429K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$148K |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$142K |
DMO Hedge Fund Activity: Q4 2019 in Review
36 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q4 2019, worth a combined $29.6M — up 12% from $26.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DMO positions and 3 closed out — a net gain of 5 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $2.98M. The largest seller was UBS Group, cutting an estimated $566K.
- 36 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q4 2019, up from 31 in Q3 2019.
- Funds reported $29.6M of Western Asset Mortgage Opportunity Fund stock for Q4 2019, up 12% quarter-over-quarter.
- 8 funds opened new Western Asset Mortgage Opportunity Fund positions in Q4 2019 and 3 closed out, a net change of +5 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q4 2019 was Sit Investment Associates, an estimated $2.98M added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q4 2019 was UBS Group, an estimated $566K sold.
Based on aggregated 13F filings for Q4 2019.