DMO

Western Asset Mortgage Opportunity Fund

48 hedge funds and large institutions have $37.9M invested in Western Asset Mortgage Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.94M -$307K -28,628 -4%
SIA
2
Sit Investment Associates
Minnesota
$4.47M
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$3.82M +$83.5K +7,793 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.7M +$87.8K +8,196 +3%
CPRC
5
Consolidated Portfolio Review Corp
New York
$2.51M +$21.4K +1,995 +0.9%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.38M +$133K +12,425 +6%
GC
7
Guggenheim Capital
Illinois
$1.97M +$528K +49,345 +37%
RP
8
Riverbridge Partners
Minnesota
$1.36M +$169K +15,746 +14%
MML Investors Services
9
MML Investors Services
Massachusetts
$1.18M -$59.2K -5,527 -5%
API
10
Advisor Partners II
California
$1.1M +$1.1M +102,527 New
MC
11
Matisse Capital
Oregon
$1M -$391K -36,462 -28%
PAS
12
Park Avenue Securities
New York
$832K -$5.99K -559 -0.7%
NA
13
NewEdge Advisors
Louisiana
$742K -$156K -14,531 -17%
MC
14
Moors & Cabot
Massachusetts
$724K +$91K +8,500 +14%
Osaic Holdings
15
Osaic Holdings
Arizona
$683K +$293K +27,322 +75%
LPL Financial
16
LPL Financial
California
$669K +$107K +9,964 +19%
Invesco
17
Invesco
Georgia
$393K -$175K -16,378 -31%
ACP
18
Aviance Capital Partners
Florida
$342K +$342K +31,891 New
RIA
19
Regal Investment Advisors
Michigan
$337K -$17K -1,588 -5%
RGC
20
Roberts, Glore & Co
Illinois
$318K -$35.3K -3,300 -10%
UBS Group
21
UBS Group
Switzerland
$282K -$150K -13,996 -35%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$277K -$6.43K -601 -2%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$258K -$11 -1 -0%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$229K -$38.5K -3,592 -14%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$225K -$3.07K -286 -1%