DMO

Western Asset Mortgage Opportunity Fund

42 hedge funds and large institutions have $32.4M invested in Western Asset Mortgage Opportunity Fund in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$4.76M +$844K +64,343 +22%
CF
2
Centaurus Financial
California
$3.83M -$199K -15,131 -5%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.01M +$108K +8,267 +4%
Morgan Stanley
4
Morgan Stanley
New York
$2.36M -$183K -13,974 -7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.22M +$839K +63,986 +61%
KPWS
6
Kestra Private Wealth Services
Texas
$1.77M +$1.77M +134,768 New
MML Investors Services
7
MML Investors Services
Massachusetts
$1.29M -$452K -34,415 -26%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.02M +$1.02M +77,699 New
FM
9
Family Management
New York
$1M +$187K +14,296 +23%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$988K -$27.3K -2,068 -3%
IWC
11
Integrated Wealth Concepts
Massachusetts
$967K +$531K +40,437 +122%
PAS
12
Park Avenue Securities
New York
$847K +$847K +64,572 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$769K -$31.5K -2,397 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$719K -$97.5K -7,444 -12%
FFA
15
Founders Financial Alliance
North Carolina
$713K +$713K +53,881 New
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$701K -$91.5K -6,800 -12%
SIC
17
Samalin Investment Counsel
New York
$522K +$522K +39,772 New
QCIG
18
Quad-Cities Investment Group
Iowa
$501K -$67.3K -5,130 -12%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$470K +$122K +9,323 +35%
UBS Group
20
UBS Group
Switzerland
$413K +$94.3K +7,186 +30%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$378K -$17.2K -1,314 -4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$321K -$8.87K -676 -3%
Bank of America
23
Bank of America
North Carolina
$302K -$5.24K -400 -2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$280K +$207K +15,775 +284%
RJA
25
Raymond James & Associates
Florida
$238K -$77.6K -5,917 -25%