DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

47 hedge funds and large institutions have $39.9M invested in Western Asset Mortgage Opportunity Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
11
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
PFG Investments
New York
$2.93M
2
VVP
Venture Visionary Partners
Ohio
$817K
3
Baird Financial Group
Baird Financial Group
Wisconsin
$1.17M
4
RCM
Robinson Capital Management
Michigan
$423K
5
CL
Choreo LLC
Illinois
$357K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.97M
2
SIA
Sit Investment Associates
Minnesota
$2.32M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$2.58M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.6M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
1
Pathstone Holdings
New Jersey
$4.14M -$79.8K -6,817 -2%
Morgan Stanley
2
Morgan Stanley
New York
$3.97M -$3.85M -328,711 -49%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$3.42M +$260K +22,208 +8%
PI
4
PFG Investments
New York
$2.93M +$2.93M +250,150 New
CPRC
5
Consolidated Portfolio Review Corp
New York
$2.88M -$29.6K -2,527 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.6M -$698K -59,587 -21%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$2.58M -$1.07M -91,010 -29%
SIA
8
Sit Investment Associates
Minnesota
$2.32M -$2.2M -188,020 -49%
GC
9
Guggenheim Capital
Illinois
$2.11M -$76.7K -6,549 -4%
RP
10
Riverbridge Partners
Minnesota
$1.54M +$36.7K +3,132 +2%
MML Investors Services
11
MML Investors Services
Massachusetts
$1.39M -$72.7K -6,205 -5%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$1.17M +$753K +64,272 +182%
LPL Financial
13
LPL Financial
California
$938K +$176K +15,038 +23%
PAS
14
Park Avenue Securities
New York
$920K -$17.4K -1,490 -2%
VVP
15
Venture Visionary Partners
Ohio
$817K +$817K +69,778 New
NA
16
NewEdge Advisors
Louisiana
$759K -$163K -13,900 -18%
MC
17
Moors & Cabot
Massachusetts
$733K -$103K -8,800 -12%
Osaic Holdings
18
Osaic Holdings
Arizona
$589K +$175K +14,950 +42%
RCM
19
Robinson Capital Management
Michigan
$423K +$423K +37,051 New
RGC
20
Roberts, Glore & Co
Illinois
$363K – – –
CL
21
Choreo LLC
Illinois
$357K +$357K +30,493 New
UBS Group
22
UBS Group
Switzerland
$341K -$21K -1,795 -6%
ACP
23
Aviance Capital Partners
Florida
$340K -$6.59K -563 -2%
RIA
24
Regal Investment Advisors
Michigan
$298K -$71K -6,065 -19%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$257K +$9.07K +775 +4%
1
2 3