Western Asset Mortgage Opportunity Fund
DMO
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.
0% more funds holding
Funds holding: 47 → 47 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
7.46% less ownership
Funds ownership: 30.07% → 22.61% (-7.5%)
23% less capital invested
Capital invested by funds: $39.9M → $30.6M (-$9.32M)
54% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$512K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$174K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$163K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$66.3K |
| 5 |
FNWA
Financial Network Wealth Advisors
Murray,
Utah
|
+$65.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFG Investments
Woodbury,
New York
|
-$2.93M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.95M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.38M |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.19M |
| 5 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$671K |
DMO Hedge Fund Activity: Q2 2024 in Review
47 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q2 2024, worth a combined $30.6M — down 23% from $39.9M a quarter earlier.
Fund positioning in DMO was balanced in Q2 2024: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 24 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $512K. The largest seller was PFG Investments, exiting entirely with an estimated $2.93M sold.
- 47 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $30.6M of Western Asset Mortgage Opportunity Fund stock for Q2 2024, down 23% quarter-over-quarter.
- 3 funds opened new Western Asset Mortgage Opportunity Fund positions in Q2 2024 and 3 closed out, a net change of 0 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q2 2024 was Royal Bank of Canada, an estimated $512K added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q2 2024 was PFG Investments, an estimated $2.93M sold.
Based on aggregated 13F filings for Q2 2024.