Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Western Asset Mtg Defined Op (DMO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
4Q ▲
Buyers last Q
45%

Smart Money Signals — DMO

Based on 44 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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 — 94% of 3.0Y peak

94% of all-time peak
44 funds currently hold this stock — 94% of the 3.0-year high of 47 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

20 buying24 selling
Last quarter: 24 funds reduced or exited vs 20 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

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

75% of holders stayed for 2+ years

■ 75% conviction (2yr+) ■ 11% medium ■ 14% new
33 out of 44 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.
➡️

Steady discovery — ~8 new funds/quarter

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

Veteran-anchored — 80% veterans vs 14% newcomers

■ 80% veterans ■ 7% 1-2yr ■ 14% new
Entry-cohort mix of 44 holders: 35 (80%) are 2+ year veterans, 3 entered 1–2 years ago, and 6 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
11 of 44 holders are among the 100 largest funds by AUM, controlling 44% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 20 hedge funds were net buyers of DMO (8 opened a new position, 12 added to an existing one), while 24 reduced or exited (17 trimmed, 7 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 44% 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: 44.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: DMO
44 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 44 43 2.33%
13F Shares 3M 2M 7.11%
Total Value $26M $23M 10.32%
New Positions 8 8 -
Increased Positions 12 13 -1
Closed Positions 7 7 -
Reduced Positions 17 12 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DMO

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

44 + 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 DMO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Robinson Capital Management, LLC 0.25% 53,687 $575K
2 Thomas J. Herzfeld Advisors, Inc. 0.21% 62,657 $671K
3 Noble Wealth Management PBC 0.19% 39,837 $427K
4 Integrated Capital Management, INC. 0.12% 16,217 $174K
5 Aviance Capital Partners, LLC 0.05% 42,188 $452K
6 Venture Visionary Partners LLC 0.04% 125,019 $1.3M
7 SeaCrest Wealth Management, LLC 0.03% 25,887 $277K
8 Advisors Asset Management, Inc. 0.02% 151,129 $1.6M
9 Riverbridge Partners LLC 0.02% 64,397 $690K
10 Guggenheim Capital LLC 0.01% 185,115 $2.0M
11 CoreCap Advisors, LLC 0.01% 17,400 $186K
12 Baird Financial Group, Inc. 0.00% 182,317 $2.0M
13 Highline Wealth Partners LLC 0.00% 1,230 $13K
14 Oppenheimer & Co Inc 0.00% 15,500 $166K
15 NewEdge Advisors, LLC 0.00% 43,521 $466K
16 Equitable Holdings, Inc. 0.00% 17,344 $186K
17 Key FInancial Inc 0.00% 500 $5K
18 LPL Financial LLC 0.00% 279,605 $3.0M
19 Royal Bank of Canada 0.00% 397,812 $4.3M
20 Osaic Holdings, INC. 0.00% 37,234 $399K
21 Raymond James Financial Inc 0.00% 160,702 $1.7M
22 Envestnet Asset Management Inc 0.00% 167,508 $1.8M
23 Commonwealth Equity Services, LLC 0.00% 31,223 $334K
24 HighTower Advisors, LLC 0.00% 28,700 $307K
25 Mml Investors Services, LLC 0.00% 13,173 $141K
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 — 4 quarters in a row: For 4 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?

More sellers than buyers — 45% buying: Last quarter: 24 funds reduced or exited vs 20 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DMO holders?

Elite ownership — 44% AUM from top-100 funds: 11 of 44 holders are among the 100 largest funds by AUM, controlling 44% 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?

75% of holders stayed for 2+ years: 33 out of 44 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.

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.

Full history →