DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

48 hedge funds and large institutions have $38M invested in Western Asset Mortgage Opportunity Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.03M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.71M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$2.77M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.15M
5
MC
5
Moors & Cabot
Massachusetts
$256K

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$242K
2
SIA
2
Sit Investment Associates
Minnesota
$4.52M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$5.69M
4
RJA
4
Raymond James & Associates
Florida
$0
5
GC
5
Guggenheim Capital
Illinois
$1.38M
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
1
Integrated Wealth Concepts
Massachusetts
$5.69M 528,245 -36,635 -6%
SIA
2
Sit Investment Associates
Minnesota
$4.52M 419,546 -51,156 -11%
Morgan Stanley
3
Morgan Stanley
New York
$4.15M 385,680 +39,582 +11%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$2.77M 257,171 +74,304 +41%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.71M 251,283 +117,032 +87%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.03M 188,290 +138,655 +279%
MC
7
Matisse Capital
Oregon
$1.53M 141,813 +11,813 +9%
GC
8
Guggenheim Capital
Illinois
$1.38M 128,549 -33,945 -21%
RP
9
Riverbridge Partners
Minnesota
$1.26M 117,088 +5,292 +5%
MML Investors Services
10
MML Investors Services
Massachusetts
$1.25M 116,294 +10,765 +10%
Bank of America
11
Bank of America
North Carolina
$1.08M 100,613 +1,876 +2%
PAS
12
Park Avenue Securities
New York
$892K 82,818 +1,012 +1%
Invesco
13
Invesco
Georgia
$874K 81,111 +17,970 +28%
NA
14
NewEdge Advisors
Louisiana
$856K 82,581 -4,092 -5%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$761K 70,638 – –
RJFSA
16
Raymond James Financial Services Advisors
Florida
$719K 66,760 +5,390 +9%
LPL Financial
17
LPL Financial
California
$552K 51,252 -2,045 -4%
UBS Group
18
UBS Group
Switzerland
$540K 50,114 +211 +0.4%
LSC
19
Logan Stone Capital
Illinois
$439K 40,805 -32,000 -44%
Osaic Holdings
20
Osaic Holdings
Arizona
$400K 37,224 +855 +2%
RIA
21
Regal Investment Advisors
Michigan
$372K 34,568 -912 -3%
RGC
22
Roberts, Glore & Co
Illinois
$323K 29,968 +1,200 +4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$296K 27,554 -1,256 -4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$294K 27,286 -1,130 -4%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$269K 24,997 -2,924 -10%
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