DMO

Western Asset Mortgage Opportunity Fund

44 hedge funds and large institutions have $41.3M invested in Western Asset Mortgage Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-4
Holders Change %
-8.33%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
20
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$7.46M +$223K +19,963 +3%
SIA
2
Sit Investment Associates
Minnesota
$4.32M -$344K -30,778 -7%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$4.03M +$4.03M +360,656 New
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$3.47M -$507K -45,389 -13%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.14M +$332K +29,692 +12%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.01M +$535K +47,882 +22%
CPRC
7
Consolidated Portfolio Review Corp
New York
$2.77M +$161K +14,378 +6%
GC
8
Guggenheim Capital
Illinois
$2.08M +$29K +2,597 +1%
RP
9
Riverbridge Partners
Minnesota
$1.43M +$13.3K +1,188 +0.9%
MML Investors Services
10
MML Investors Services
Massachusetts
$1.4M +$163K +14,580 +13%
PAS
11
Park Avenue Securities
New York
$895K +$27.4K +2,449 +3%
NA
12
NewEdge Advisors
Louisiana
$876K +$105K +9,400 +14%
MC
13
Moors & Cabot
Massachusetts
$798K +$42.4K +3,800 +6%
LPL Financial
14
LPL Financial
California
$727K +$28.5K +2,549 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$395K -$317K -28,410 -45%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$395K +$183K +16,361 +86%
RIA
17
Regal Investment Advisors
Michigan
$352K
RGC
18
Roberts, Glore & Co
Illinois
$346K +$14.5K +1,300 +4%
UBS Group
19
UBS Group
Switzerland
$346K +$51.8K +4,637 +18%
ACP
20
Aviance Capital Partners
Florida
$331K -$25.4K -2,274 -7%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$269K -$123 -11 -0%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$265K -$23.9K -2,145 -8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$237K +$2.32K +207 +1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$217K +$75K +6,715 +53%
SWM
25
SeaCrest Wealth Management
New York
$217K +$1.69K +153 +0.8%