DMO

Western Asset Mortgage Opportunity Fund
DMO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
18
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$2.27M
2
VVP
Venture Visionary Partners
Ohio
$1.47M
3
GC
Guggenheim Capital
Illinois
$2.69M
4
SA
SFI Advisors
New Jersey
$422K
5
Osaic Holdings
Osaic Holdings
Arizona
$637K

Top Sellers

1
RP
Riverbridge Partners
Minnesota
$461K
2
SIA
Sit Investment Associates
Minnesota
$72K
3
Bessemer Group
Bessemer Group
New Jersey
$0
4
Morgan Stanley
Morgan Stanley
New York
$1.8M
5
CPRC
Consolidated Portfolio Review Corp
New York
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.46M +$26.1K +2,214 +0.6%
GC
2
Guggenheim Capital
Illinois
$2.69M +$319K +27,035 +13%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.42M +$54K +4,573 +2%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$2.27M +$1.05M +89,030 +86%
CPRC
5
Consolidated Portfolio Review Corp
New York
$1.95M -$166K -14,091 -8%
Morgan Stanley
6
Morgan Stanley
New York
$1.8M -$255K -21,586 -12%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$1.59M +$134K +11,323 +9%
VVP
8
Venture Visionary Partners
Ohio
$1.47M +$649K +54,973 +79%
MML Investors Services
9
MML Investors Services
Massachusetts
$1.28M -$63.8K -5,406 -5%
LPL Financial
10
LPL Financial
California
$1.04M +$66.4K +5,627 +7%
PAS
11
Park Avenue Securities
New York
$963K +$80.5K +6,822 +9%
Raymond James Financial
12
Raymond James Financial
Florida
$842K +$842K +71,386 New
Osaic Holdings
13
Osaic Holdings
Arizona
$637K +$259K +21,921 +68%
NA
14
NewEdge Advisors
Louisiana
$619K -$59K -5,000 -9%
RP
15
Riverbridge Partners
Minnesota
$461K -$522K -44,252 -53%
RCM
16
Robinson Capital Management
Michigan
$437K – – –
SA
17
SFI Advisors
New Jersey
$422K +$270K +22,842 +177%
SWM
18
SeaCrest Wealth Management
New York
$390K +$69.1K +5,859 +22%
CL
19
Choreo LLC
Illinois
$365K +$84.2K +7,127 +30%
UBS Group
20
UBS Group
Switzerland
$333K +$5.03K +426 +2%
ACP
21
Aviance Capital Partners
Florida
$303K +$34.2K +2,901 +13%
MC
22
Moors & Cabot
Massachusetts
$284K – – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$259K +$40.1K +3,391 +18%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$242K -$11.6K -986 -5%
ICMP
25
Integrated Capital Management (Pennsylvania)
Pennsylvania
$194K +$10.8K +919 +6%
1
2