DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

47 hedge funds and large institutions have $30.6M invested in Western Asset Mortgage Opportunity Fund in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
24
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.01M
2
Citadel Advisors
Citadel Advisors
Florida
$178K
3
GC
Guggenheim Capital
Illinois
$2.31M
4
UBS Group
UBS Group
Switzerland
$415K
5
FNWA
Financial Network Wealth Advisors
Utah
$67.1K

Top Sellers

1
PI
PFG Investments
New York
$0
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$2.22M
3
SIA
Sit Investment Associates
Minnesota
$960K
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$1.4M
5
CPRC
Consolidated Portfolio Review Corp
New York
$2.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.01M +$524K +43,882 +15%
Morgan Stanley
2
Morgan Stanley
New York
$3.5M -$544K -45,633 -13%
GC
3
Guggenheim Capital
Illinois
$2.31M +$167K +14,005 +8%
CPRC
4
Consolidated Portfolio Review Corp
New York
$2.25M -$685K -57,447 -23%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$2.22M -$2M -167,339 -47%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.21M -$437K -36,639 -17%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$1.4M -$1.22M -102,250 -46%
MML Investors Services
8
MML Investors Services
Massachusetts
$1.34M -$79.1K -6,632 -6%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.21M +$18.4K +1,539 +2%
LPL Financial
10
LPL Financial
California
$992K +$36.5K +3,056 +4%
RP
11
Riverbridge Partners
Minnesota
$974K -$591K -49,499 -38%
SIA
12
Sit Investment Associates
Minnesota
$960K -$1.41M -117,813 -59%
PAS
13
Park Avenue Securities
New York
$926K -$11.2K -938 -1%
VVP
14
Venture Visionary Partners
Ohio
$832K – – –
NA
15
NewEdge Advisors
Louisiana
$751K -$22.7K -1,900 -3%
RCM
16
Robinson Capital Management
Michigan
$444K – – –
Osaic Holdings
17
Osaic Holdings
Arizona
$416K -$185K -15,479 -31%
UBS Group
18
UBS Group
Switzerland
$415K +$67.8K +5,681 +19%
ACP
19
Aviance Capital Partners
Florida
$345K -$1.47K -123 -0.4%
MC
20
Moors & Cabot
Massachusetts
$288K -$459K -38,500 -62%
SWM
21
SeaCrest Wealth Management
New York
$268K +$14.4K +1,209 +6%
CL
22
Choreo LLC
Illinois
$264K -$101K -8,441 -28%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$258K -$3.6K -302 -1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$247K -$2.34K -196 -0.9%
RIA
25
Regal Investment Advisors
Michigan
$201K -$102K -8,585 -34%
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