Who Owns Western Asset Mortgage Opportunity Fund Stock?
NYSE: DMOFinanceTrusts Except Educational Religious and CharitableUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 29.96%
- Held by insiders
- 0.02%
- Institutional holders
- 47
- Institutions 30.0%
- Insiders 0.0%
- Public and other 70.0%
Who owns Western Asset Mortgage Opportunity Fund stock?
Institutional investors own about 30.0% of Western Asset Mortgage Opportunity Fund's shares, spread across 47 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.02% of DMO.
The largest institutional holders are Royal Bank of Canada (3.48%), LPL Financial LLC (2.45%) and Guggenheim Capital, LLC (1.62%). Together, the top 10 institutions control 16.8% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their DMO positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of DMO
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Royal Bank of Canada | 397.81K | 3.48% | -1.0% |
| LPL Financial LLC | 279.61K | 2.45% | -1.7% |
| Guggenheim Capital, LLC | 185.12K | 1.62% | +37.6% |
| Baird Financial Group, Inc. | 182.32K | 1.60% | +35.6% |
| Envestnet Asset Management Inc. | 167.51K | 1.47% | -26.1% |
| Raymond James Financial, Inc. | 160.70K | 1.41% | +8.6% |
| Morgan Stanley | 154.80K | 1.35% | -20.6% |
| Venture Visionary Partners LLC | 152.22K | 1.33% | +21.8% |
| Advisors Asset Management, Inc. | 151.13K | 1.32% | +100.0% |
| Park Avenue Securities LLC | 83.88K | 0.73% | +1.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of DMO
| Fund | Shares | % Held |
|---|---|---|
| INVESTMENT MANAGERS SERIES TRUST-Robinson Opportunistic Income Fund | 53.39K | 0.47% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 272 | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 96 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Western Asset Mortgage Opportunity Fund?
Royal Bank of Canada is the largest institutional shareholder of DMO, owning 3.48% of shares outstanding (397.81K shares) as of its latest 13F filing.
What percentage of Western Asset Mortgage Opportunity Fund is owned by institutions?
Institutions own about 30.0% of DMO shares and 30.0% of the public float.
How much of Western Asset Mortgage Opportunity Fund do insiders own?
Insiders, such as officers and directors, own about 0.02% of DMO shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.