Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WESTERN ASSET MTG DEFINED OP (DMO)

43 + Investors. Track Smart Money conviction in DMO. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — DMO

Based on 43 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added DMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
43 funds currently hold this stock — 88% of the 3.0-year high of 49 funds (reached 2023 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DMO is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

21 buying19 selling
Last quarter: 21 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 6 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

77% of holders stayed for 2+ years

77% conviction (2yr+) 7% medium 16% new
33 out of 43 hedge funds have held DMO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +9%, value -15%

Value
-15%
Shares
+9%
Last quarter: funds added +9% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~8 new funds/quarter

4 → 2 → 6 → 6 → 8 new funds/Q
New funds entering each quarter: 2 → 6 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

70% veterans 12% 1-2yr 19% new
Of 43 current holders: 30 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
11 of 43 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in DMO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DMO

In 2026 Q1, 21 hedge funds were net buyers of DMO (8 opened a new position, 13 added to an existing one), while 19 reduced or exited (12 trimmed, 7 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 53% of total institutional value in DMO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 43.

Hedge Fund Ownership: DMO

How many hedge funds hold DMO — quarterly history vs. share price
Quarterly hedge fund ownership of DMO vs. share price

Market Analysis: DMO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DMO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy WESTERN ASSET MTG DEFINED OP (DMO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DMO has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 58d ago
DMO
+14.7%
XLF
+5.0%

DMO outperformed XLF by +9.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 13d ago
DMO
-1.1%
XLF
+1.5%

Since the filing became public, DMO outperformed XLF by -2.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: DMO
43 + Investors

Track Smart Money conviction in DMO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 43 42 2.38%
13F Shares 2M 2M 9.09%
Total Value $23M $28M -15.36%
New Positions 8 6 +2
Increased Positions 13 14 -1
Closed Positions 7 4 +3
Reduced Positions 12 12 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DMO

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Financial Highlights

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Institutional Holders (2026 Q1)

43 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DMO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of DMO — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thomas J. Herzfeld Advisors, Inc. 0.42% 114,887 $1.2M
2 ROBINSON CAPITAL MANAGEMENT, LLC 0.25% 53,687 $595K
3 Noble Wealth Management PBC 0.19% 34,797 $374K
4 INTEGRATED CAPITAL MANAGEMENT, INC. 0.13% 17,566 $189K
5 Aviance Capital Partners, LLC 0.05% 41,174 $443K
6 Venture Visionary Partners LLC 0.04% 124,968 $1.3M
7 SeaCrest Wealth Management, LLC 0.04% 31,280 $336K
8 SIT INVESTMENT ASSOCIATES INC 0.02% 90,282
9 Osbon Capital Management LLC 0.01% 1,449 $16K
10 GUGGENHEIM CAPITAL LLC 0.01% 134,573 $1.4M
11 JOURNEY STRATEGIC WEALTH LLC 0.01% 28,850 $310K
12 PARK AVENUE SECURITIES LLC 0.01% 82,596
13 PIN OAK INVESTMENT ADVISORS INC 0.00% 590
14 HIGHLINE WEALTH PARTNERS LLC 0.00% 1,230 $13K
15 CoreCap Advisors, LLC 0.00% 6,400 $69K
16 Baird Financial Group, Inc. 0.00% 134,409 $1.4M
17 CHOREO, LLC 0.00% 15,498 $167K
18 OPPENHEIMER & CO INC 0.00% 15,500 $167K
19 Cambridge Investment Research Advisors, Inc. 0.00% 36,301
20 Equitable Holdings, Inc. 0.00% 11,615 $128K
21 LPL Financial LLC 0.00% 284,570 $3.1M
22 ROYAL BANK OF CANADA 0.00% 401,952 $4.3M
23 COHEN & STEERS, INC. 0.00% 40,000
24 OSAIC HOLDINGS, INC. 0.00% 41,585 $447K
25 ENVESTNET ASSET MANAGEMENT INC 0.00% 226,534 $2.4M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WESTERN ASSET MTG DEFINED OP (DMO)

What does the Smart Money Trend signal show for DMO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added DMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DMO?

Slight buying edge — 52% buying: Last quarter: 21 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DMO holders?

Elite ownership — 53% AUM from top-100 funds: 11 of 43 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in DMO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DMO?

77% of holders stayed for 2+ years: 33 out of 43 hedge funds have held DMO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy WESTERN ASSET MTG DEFINED OP (DMO) following the 2026 Q1 hedge fund 13F filings?

As of today, DMO has moved -1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLF sector ETF — an outperformance of -2.6%. Since the quarter end (March 31, 2026), DMO has gained +14.7% vs +5.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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