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Western Asset Mortgage Opportunity Fund Inc. hedge fund holdings

DMONYSE
$9.53+0.10 (+1.06%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

DMO · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-19.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251313$6.24M$2.56M37Aug 14, 2025
Q3 2025138$710K$6.63M43Nov 14, 2025
Q4 20251113$2.18M$3.54M43Feb 14, 2026
Q1 20261514$3.85M$1.48M44May 15, 2026
Q2 20261615$4.86M$2.34M43Aug 14, 2026

Quarterly action breakdown

Q2 2026
43 filers
New position
7
$2.96M+276K sh
Increased
9
$1.9M+177K sh
Reduced
12
-$2.17M-203K sh
Out / sold
3
-$171K-16K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Riverbridge Partners LLCNew Buy+$690K$690K0.02%Jul 13, 2026
Thomas J. Herzfeld Advisors, Inc.Reduce 45.46%-$559K$671K0.21%Aug 10, 2026
Guggenheim Capital LLCAdded 37.56%+$541K$1.98M0.01%Aug 12, 2026
Baird Financial Group, Inc.Added 35.64%+$513K$1.95M0.00%Aug 12, 2026
Sit Investment Associates IncReduce 26.32%-$254K$712K0.01%Aug 12, 2026
Choreo, LLCSell 100%-$167K$00.00%Aug 4, 2026
SeaCrest Wealth Management, LLCReduce 17.24%-$57.8K$277K0.03%Jul 9, 2026
Noble Wealth Management PBCAdded 14.48%+$54K$427K0.19%Jul 1, 2026
MML Investors Services, LLCAdded 23.79%+$27.1K$141K0.00%Aug 7, 2026
Integrated Capital Management, Inc.Reduce 7.68%-$14.4K$174K0.12%Jul 7, 2026
Park Avenue Securities LLCAdded 1.56%+$13.8K$898K0.01%Jul 20, 2026
Aviance Capital Partners, LLCAdded 2.46%+$10.9K$452K0.05%Jul 31, 2026
Key Financial IncNew Buy+$5.36K$5.36K0.00%Jul 24, 2026
Venture Visionary Partners LLCAdded 0.04%+$546$1.34M0.04%Jul 27, 2026
JFS Wealth Advisors, LLCNew Buy+$343$3430.00%Jul 10, 2026

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