DMO

Western Asset Mortgage Opportunity Fund

42 hedge funds and large institutions have $30.1M invested in Western Asset Mortgage Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
21
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.59M +$120K +10,116 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.62M +$192K +16,247 +8%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$2.38M +$105K +8,914 +5%
LPL Financial
4
LPL Financial
California
$2.2M +$1.16M +97,825 +111%
GC
5
Guggenheim Capital
Illinois
$2.13M -$566K -47,897 -21%
CPRC
6
Consolidated Portfolio Review Corp
New York
$2.05M +$91.9K +7,774 +5%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$1.67M +$73.3K +6,202 +5%
Morgan Stanley
8
Morgan Stanley
New York
$1.6M -$197K -16,625 -11%
VVP
9
Venture Visionary Partners
Ohio
$1.47M +$165 +14 +0%
Raymond James Financial
10
Raymond James Financial
Florida
$1.15M +$305K +25,830 +36%
PAS
11
Park Avenue Securities
New York
$939K -$25.5K -2,159 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$644K +$5.19K +439 +0.8%
NA
13
NewEdge Advisors
Louisiana
$596K -$23.6K -2,000 -4%
MML Investors Services
14
MML Investors Services
Massachusetts
$567K -$709K -60,059 -56%
RCM
15
Robinson Capital Management
Michigan
$545K +$107K +9,016 +24%
RP
16
Riverbridge Partners
Minnesota
$508K +$46.4K +3,927 +10%
SWM
17
SeaCrest Wealth Management
New York
$414K +$24K +2,030 +6%
JSW
18
Journey Strategic Wealth
New Jersey
$400K +$248K +21,000 +163%
SIA
19
Sit Investment Associates
Minnesota
$400K +$328K +27,751 +453%
CL
20
Choreo LLC
Illinois
$388K +$22.5K +1,902 +6%
ACP
21
Aviance Capital Partners
Florida
$382K +$78.8K +6,665 +26%
UBS Group
22
UBS Group
Switzerland
$328K -$5.39K -456 -2%
MC
23
Moors & Cabot
Massachusetts
$285K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$260K +$863 +73 +0.3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$242K