Western Asset Mortgage Opportunity Fund
DMO
46 hedge funds and large institutions have $36.5M invested in Western Asset Mortgage Opportunity Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
43% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 14
13% more capital invested
Capital invested by funds: $32.4M → $36.5M (+$4.13M)
10% more funds holding
Funds holding: 42 → 46 (+4)
0.99% more ownership
Funds ownership: 22.35% → 23.34% (+0.99%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$663K |
| 2 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$626K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$601K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$576K |
| 5 |
Morgan Stanley
New York
|
+$571K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.51M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$461K |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$343K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$238K |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$217K |
DMO Hedge Fund Activity: Q4 2020 in Review
46 of the 5,677 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q4 2020, worth a combined $36.5M — up 13% from $32.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DMO positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 14 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $663K. The largest seller was Osaic Holdings, cutting an estimated $2.51M.
- 46 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q4 2020, up from 42 in Q3 2020.
- Funds reported $36.5M of Western Asset Mortgage Opportunity Fund stock for Q4 2020, up 13% quarter-over-quarter.
- 8 funds opened new Western Asset Mortgage Opportunity Fund positions in Q4 2020 and 4 closed out, a net change of +4 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q4 2020 was Sit Investment Associates, an estimated $663K added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q4 2020 was Osaic Holdings, an estimated $2.51M sold.
Based on aggregated 13F filings for Q4 2020.