DMO

Western Asset Mortgage Opportunity Fund

34 hedge funds and large institutions have $20.6M invested in Western Asset Mortgage Opportunity Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CF
1
Centaurus Financial
California
$4.01M +$80.1K +6,255 +2%
SIA
2
Sit Investment Associates
Minnesota
$2.19M +$397K +31,035 +22%
Morgan Stanley
3
Morgan Stanley
New York
$2.18M +$612K +47,833 +39%
MML Investors Services
4
MML Investors Services
Massachusetts
$1.45M +$730 +57 +0.1%
LCM
5
Landscape Capital Management
New Jersey
$1.2M +$921K +71,973 +337%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$912K -$7.43K -581 -0.8%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$857K +$522K +40,778 +156%
Osaic Holdings
8
Osaic Holdings
Arizona
$855K +$855K +1,153,077 New
Bank of America
9
Bank of America
North Carolina
$778K +$148K +11,593 +24%
MAFM
10
Mid Atlantic Financial Management
Pennsylvania
$733K +$150K +11,735 +26%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$703K +$703K +54,953 New
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$577K +$577K +45,111 New
QCIG
13
Quad-Cities Investment Group
Iowa
$532K +$71.3K +5,572 +15%
PPA
14
Parametric Portfolio Associates
Washington
$420K +$420K +32,782 New
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$387K +$39.1K +3,048 +11%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$384K -$5.65K -441 -1%
UBS Group
17
UBS Group
Switzerland
$340K -$185K -14,482 -35%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$310K -$431K -33,674 -58%
Bessemer Group
19
Bessemer Group
New Jersey
$300K
TCA
20
Transcend Capital Advisors
New Jersey
$224K +$703 +55 +0.3%
ASN
21
Advisory Services Network
Georgia
$202K +$171K +13,407 +561%
PCP
22
Proficio Capital Partners
Massachusetts
$189K +$189K +15,542 New
OC
23
Oppenheimer & Co
New York
$182K +$182K +14,194 New
Ameriprise
24
Ameriprise
Minnesota
$161K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$154K