Western Asset Mortgage Opportunity Fund
DMO
40 hedge funds and large institutions have $28.8M invested in Western Asset Mortgage Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 6 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 11
5% more capital invested
Capital invested by funds: $27.3M → $28.8M (+$1.41M)
1.31% more ownership
Funds ownership: 20.08% → 21.38% (+1.3%)
11% less funds holding
Funds holding: 45 → 40 (-5)
67% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.07M |
| 2 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
+$663K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$326K |
| 4 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$276K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$534K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$426K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$341K |
| 4 |
Morgan Stanley
New York
|
-$261K |
| 5 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$170K |
DMO Hedge Fund Activity: Q4 2024 in Review
40 of the 7,608 institutional investors tracked by Wall St. Rank reported a position in Western Asset Mortgage Opportunity Fund (DMO) for Q4 2024, worth a combined $28.8M — up 5.2% from $27.3M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DMO and 2 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 18 added.
The largest buyer was Baird Financial Group, adding an estimated $1.07M. The largest seller was Riverbridge Partners, cutting an estimated $534K.
- 40 institutional investors held Western Asset Mortgage Opportunity Fund (DMO) as of Q4 2024, down from 45 in Q3 2024.
- Funds reported $28.8M of Western Asset Mortgage Opportunity Fund stock for Q4 2024, up 5.2% quarter-over-quarter.
- 2 funds opened new Western Asset Mortgage Opportunity Fund positions in Q4 2024 and 6 closed out, a net change of -4 holders.
- The largest Western Asset Mortgage Opportunity Fund buyer in Q4 2024 was Baird Financial Group, an estimated $1.07M added.
- The largest Western Asset Mortgage Opportunity Fund seller in Q4 2024 was Riverbridge Partners, an estimated $534K sold.
Based on aggregated 13F filings for Q4 2024.