Western Asset Mortgage Opportunity Fund
DMO
39 hedge funds and large institutions have $30.3M invested in Western Asset Mortgage Opportunity Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
47% more capital invested
Capital invested by funds: $20.6M → $30.3M (+$9.74M)
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
15% more funds holding
Funds holding: 34 → 39 (+5)
6.38% less ownership
Funds ownership: 26.08% → 19.7% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.68M |
| 2 |
FM
Family Management
New York
|
+$822K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$503K |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$489K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$439K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.3M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$493K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$420K |
| 5 |
EWM
Edge Wealth Management
New York
|
-$128K |
DMO Hedge Fund Activity: Q2 2020 in Review
39 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q2 2020, worth a combined $30.3M — up 47% from $20.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DMO positions and 4 closed out — a net gain of 5 holders — while 14 added to existing stakes and 11 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $1.68M. The largest seller was Osaic Holdings, cutting an estimated $12.3M.
- 39 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q2 2020, up from 34 in Q1 2020.
- Funds reported $30.3M of Western Asset Mortgage Opportunity Fund stock for Q2 2020, up 47% quarter-over-quarter.
- 9 funds opened new Western Asset Mortgage Opportunity Fund positions in Q2 2020 and 4 closed out, a net change of +5 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q2 2020 was Sit Investment Associates, an estimated $1.68M added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q2 2020 was Osaic Holdings, an estimated $12.3M sold.
Based on aggregated 13F filings for Q2 2020.