DMO

Western Asset Mortgage Opportunity Fund

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.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$5.83M +$688K +48,509 +13%
CF
2
Centaurus Financial
California
$3.66M -$478K -33,708 -12%
Morgan Stanley
3
Morgan Stanley
New York
$3.14M +$592K +41,743 +23%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.8M +$407K +28,729 +17%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.69M +$624K +43,987 +59%
KPWS
6
Kestra Private Wealth Services
Texas
$1.54M -$352K -25,088 -19%
MML Investors Services
7
MML Investors Services
Massachusetts
$1.39M -$5.53K -390 -0.4%
IWC
8
Integrated Wealth Concepts
Massachusetts
$1.37M +$322K +22,733 +31%
FM
9
Family Management
New York
$1.3M +$216K +15,204 +20%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.21M +$112K +7,900 +10%
PAS
11
Park Avenue Securities
New York
$926K +$9.95K +701 +1%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$827K +$87.9K +6,200 +12%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$772K -$58.7K -4,140 -7%
FFA
14
Founders Financial Alliance
North Carolina
$739K -$24.1K -1,705 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$664K -$113K -8,000 -15%
ACM
16
Arlington Capital Management
Illinois
$649K +$649K +45,757 New
Osaic Holdings
17
Osaic Holdings
Arizona
$648K -$2.61M -183,580 -80%
LCM
18
Landscape Capital Management
New Jersey
$598K +$598K +42,141 New
RIA
19
Regal Investment Advisors
Michigan
$590K +$590K +41,617 New
RCM
20
Rivernorth Capital Management
Florida
$558K +$558K +39,369 New
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$547K +$38.2K +2,695 +8%
SIC
22
Samalin Investment Counsel
New York
$545K -$18.8K -1,328 -3%
QCIG
23
Quad-Cities Investment Group
Iowa
$446K -$95.4K -6,728 -18%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$440K +$30.4K +2,146 +7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$371K +$68.4K +4,820 +23%