Western Asset Mortgage Opportunity Fund
DMO
46 hedge funds and large institutions have $40.9M invested in Western Asset Mortgage Opportunity Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
5% more funds holding
Funds holding: 44 → 46 (+2)
1.74% more ownership
Funds ownership: 25.24% → 26.97% (+1.7%)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
6% less capital invested
Capital invested by funds: $43.5M → $40.9M (-$2.63M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.25M |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$1.17M |
| 3 |
LPL Financial
San Diego,
California
|
+$734K |
| 4 |
Morgan Stanley
New York
|
+$428K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$335K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.18M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$262K |
| 3 |
FM
Family Management
New York
|
-$230K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$176K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$166K |
DMO Hedge Fund Activity: Q1 2022 in Review
46 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q1 2022, worth a combined $40.9M — down 6.1% from $43.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DMO positions and 3 closed out — a net gain of 4 holders — while 15 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $1.25M. The largest seller was Sit Investment Associates, cutting an estimated $1.18M.
- 46 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q1 2022, up from 44 in Q4 2021.
- Funds reported $40.9M of Western Asset Mortgage Opportunity Fund stock for Q1 2022, down 6.1% quarter-over-quarter.
- 7 funds opened new Western Asset Mortgage Opportunity Fund positions in Q1 2022 and 3 closed out, a net change of +4 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q1 2022 was Bank of America, an estimated $1.25M added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q1 2022 was Sit Investment Associates, an estimated $1.18M sold.
Based on aggregated 13F filings for Q1 2022.