DMO

Western Asset Mortgage Opportunity Fund

49 hedge funds and large institutions have $38.7M invested in Western Asset Mortgage Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.16M +$2.55M +241,252 +55%
SIA
2
Sit Investment Associates
Minnesota
$4.41M
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.69M +$637K +60,204 +21%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.58M -$4.26K -403 -0.2%
CPRC
5
Consolidated Portfolio Review Corp
New York
$2.45M +$167K +15,744 +7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.22M +$47.8K +4,521 +2%
GC
7
Guggenheim Capital
Illinois
$1.42M -$145K -13,722 -9%
MC
8
Matisse Capital
Oregon
$1.38M
MML Investors Services
9
MML Investors Services
Massachusetts
$1.23M -$8.39K -793 -0.7%
RP
10
Riverbridge Partners
Minnesota
$1.18M -$91.8K -8,679 -7%
LSC
11
Logan Stone Capital
Illinois
$946K +$946K +89,443 New
NA
12
NewEdge Advisors
Louisiana
$887K +$27.1K +2,565 +3%
PAS
13
Park Avenue Securities
New York
$827K -$2.68K -253 -0.3%
Bank of America
14
Bank of America
North Carolina
$810K -$192K -18,134 -19%
MAWAG
15
Mid-American Wealth Advisory Group
Missouri
$626K +$626K +58,309 New
MC
16
Moors & Cabot
Massachusetts
$625K +$86.8K +8,200 +16%
Invesco
17
Invesco
Georgia
$562K -$244K -23,054 -30%
LPL Financial
18
LPL Financial
California
$556K -$14.9K -1,407 -3%
AWM
19
AE Wealth Management
Kansas
$497K +$90.8K +8,585 +22%
UBS Group
20
UBS Group
Switzerland
$426K -$98.6K -9,319 -19%
Osaic Holdings
21
Osaic Holdings
Arizona
$386K +$3.19K +301 +0.8%
RIA
22
Regal Investment Advisors
Michigan
$350K
RGC
23
Roberts, Glore & Co
Illinois
$349K
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$280K -$3.54K -335 -1%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$264K