DMO

Western Asset Mortgage Opportunity Fund

52 hedge funds and large institutions have $39.4M invested in Western Asset Mortgage Opportunity Fund in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
1
Integrated Wealth Concepts
Massachusetts
$5.95M -$101K -8,661 -2%
SIA
2
Sit Investment Associates
Minnesota
$5.34M +$824K +70,556 +18%
Morgan Stanley
3
Morgan Stanley
New York
$3.47M +$1.14M +97,426 +49%
GC
4
Guggenheim Capital
Illinois
$2.26M -$324K -27,744 -13%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$1.93M +$171K +14,647 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.51M +$50.3K +4,305 +3%
RP
7
Riverbridge Partners
Minnesota
$1.28M +$1.28M +109,142 New
MML Investors Services
8
MML Investors Services
Massachusetts
$1.2M +$74.7K +6,394 +7%
LSC
9
Logan Stone Capital
Illinois
$1.19M +$1.19M +101,742 New
MC
10
Matisse Capital
Oregon
$1.17M +$1.17M +100,000 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$423K +36,235 +57%
Bank of America
12
Bank of America
North Carolina
$1.14M -$69.1K -5,918 -6%
NA
13
NewEdge Advisors
Louisiana
$1.04M -$60.6K -5,188 -6%
CF
14
Centaurus Financial
California
$989K -$846K -72,450 -46%
PAS
15
Park Avenue Securities
New York
$963K +$23.1K +1,982 +2%
USCWA
16
U.S. Capital Wealth Advisors
Texas
$825K -$390K -33,350 -32%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$746K +$85.3K +7,298 +13%
LPL Financial
18
LPL Financial
California
$630K +$31.9K +2,729 +5%
Invesco
19
Invesco
Georgia
$486K +$213K +18,186 +78%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$468K +$165K +14,172 +55%
RIA
21
Regal Investment Advisors
Michigan
$428K -$62.3K -5,330 -13%
RCM
22
Rivernorth Capital Management
Florida
$428K +$428K +36,658 New
Osaic Holdings
23
Osaic Holdings
Arizona
$425K -$34.9K -2,981 -8%
QCIG
24
Quad-Cities Investment Group
Iowa
$398K +$5.81K +497 +1%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$396K -$45.9K -3,931 -10%