DMO

Western Asset Mortgage Opportunity Fund

45 hedge funds and large institutions have $38.7M invested in Western Asset Mortgage Opportunity Fund in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-7
Holders Change %
-13.46%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
21
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
1
Integrated Wealth Concepts
Massachusetts
$6.28M +$615K +55,326 +11%
SIA
2
Sit Investment Associates
Minnesota
$5.23M +$147K +13,264 +3%
Morgan Stanley
3
Morgan Stanley
New York
$3.85M +$548K +49,367 +17%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.37M +$1.26M +113,649 +114%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.03M +$193K +17,369 +10%
GC
6
Guggenheim Capital
Illinois
$1.81M -$343K -30,911 -16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.49M +$58.7K +5,280 +4%
MC
8
Matisse Capital
Oregon
$1.44M +$333K +30,000 +30%
RP
9
Riverbridge Partners
Minnesota
$1.24M +$29.5K +2,654 +2%
MML Investors Services
10
MML Investors Services
Massachusetts
$1.17M +$28.1K +2,529 +2%
Bank of America
11
Bank of America
North Carolina
$1.1M +$9.44K +850 +0.9%
NA
12
NewEdge Advisors
Louisiana
$963K -$22.5K -2,027 -2%
PAS
13
Park Avenue Securities
New York
$909K -$7.39K -665 -0.8%
LSC
14
Logan Stone Capital
Illinois
$809K -$322K -28,937 -28%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$785K
Invesco
16
Invesco
Georgia
$701K +$239K +21,559 +52%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$682K -$27.4K -2,462 -4%
LPL Financial
18
LPL Financial
California
$592K -$7.6K -684 -1%
UBS Group
19
UBS Group
Switzerland
$554K +$345K +31,085 +165%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$551K +$106K +9,533 +24%
Osaic Holdings
21
Osaic Holdings
Arizona
$404K +$289 +26 +0.1%
RIA
22
Regal Investment Advisors
Michigan
$394K -$12.7K -1,148 -3%
QCIG
23
Quad-Cities Investment Group
Iowa
$384K +$5.84K +526 +2%
RJA
24
Raymond James & Associates
Florida
$384K +$19K +1,709 +5%
RGC
25
Roberts, Glore & Co
Illinois
$320K -$18.9K -1,700 -6%