Western Asset Mortgage Opportunity Fund
DMO
43 hedge funds and large institutions have $42.8M invested in Western Asset Mortgage Opportunity Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 3 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
8% more capital invested
Capital invested by funds: $39.7M → $42.8M (+$3.14M)
1.39% more ownership
Funds ownership: 23.08% → 24.47% (+1.4%)
2% less funds holding
Funds holding: 44 → 43 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.13M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$860K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$538K |
| 4 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
+$237K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$86K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FM
Family Management
New York
|
-$623K |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$457K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$173K |
| 4 |
Morgan Stanley
New York
|
-$117K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$111K |
DMO Hedge Fund Activity: Q3 2021 in Review
43 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q3 2021, worth a combined $42.8M — up 7.9% from $39.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of DMO and 2 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 18 added.
The largest buyer was Guggenheim Capital, adding an estimated $1.13M. The largest seller was Family Management, cutting an estimated $623K.
- 43 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q3 2021, down from 44 in Q2 2021.
- Funds reported $42.8M of Western Asset Mortgage Opportunity Fund stock for Q3 2021, up 7.9% quarter-over-quarter.
- 2 funds opened new Western Asset Mortgage Opportunity Fund positions in Q3 2021 and 3 closed out, a net change of -1 holder.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q3 2021 was Guggenheim Capital, an estimated $1.13M added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q3 2021 was Family Management, an estimated $623K sold.
Based on aggregated 13F filings for Q3 2021.