Western Asset Mortgage Opportunity Fund
DMO
44 hedge funds and large institutions have $43.5M invested in Western Asset Mortgage Opportunity Fund in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
2% more funds holding
Funds holding: 43 → 44 (+1)
2% more capital invested
Capital invested by funds: $42.8M → $43.5M (+$661K)
0.76% more ownership
Funds ownership: 24.47% → 25.24% (+0.76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.44M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.16M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$911K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$327K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$232K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$521K |
| 2 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$458K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$413K |
| 4 |
BA
Bridgewater Advisors
New York
|
-$348K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$239K |
DMO Hedge Fund Activity: Q4 2021 in Review
44 of the 6,519 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q4 2021, worth a combined $43.5M — up 1.5% from $42.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DMO positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 12 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $1.44M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $521K sold.
- 44 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q4 2021, up from 43 in Q3 2021.
- Funds reported $43.5M of Western Asset Mortgage Opportunity Fund stock for Q4 2021, up 1.5% quarter-over-quarter.
- 6 funds opened new Western Asset Mortgage Opportunity Fund positions in Q4 2021 and 4 closed out, a net change of +2 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q4 2021 was NewEdge Advisors, an estimated $1.44M added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q4 2021 was Mirae Asset Global Investments, an estimated $521K sold.
Based on aggregated 13F filings for Q4 2021.