CBA

ClearBridge American Energy MLP
CBA

Overview Fund Activity
Delisted

CBA was delisted on the 16th of November, 2018.

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46 hedge funds and large institutions have $105M invested in ClearBridge American Energy MLP in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.16M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.31M
3
COLIM
City of London Investment Management
United Kingdom
$4.1M
4
AA
Advisory Alpha
Michigan
$1.63M
5
CA
Cornerstone Advisors
North Carolina
$416K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$28.9M
2
SCA
Salient Capital Advisors
Texas
$0
3
Cohen & Steers
Cohen & Steers
New York
$0
4
DA
Doliver Advisors
Texas
$568K
5
SFSIG
San Francisco Sentry Investment Group
California
$136K
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$288K +$17.1K +2,000 +6%
NFA
27
Nuveen Fund Advisors
Illinois
$257K -$16.8K -1,956 -6%
TJHA
28
Thomas J. Herzfeld Advisors
Florida
$235K -$63.7K -7,431 -21%
BlackRock
29
BlackRock
New York
$222K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$192K +$32.5K +3,801 +20%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$186K – – –
IA
32
IFP Advisors
Florida
$168K – – –
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$153K +$66.2K +7,717 +76%
LPL Financial
34
LPL Financial
California
$140K +$3.42K +400 +3%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$140K +$48.6K +5,664 +53%
WAM
36
Weiss Asset Management
Massachusetts
$137K +$16.4K +1,913 +14%
SFSIG
37
San Francisco Sentry Investment Group
California
$136K -$121K – –
FCI
38
Financial Counselors Inc
Kansas
$93K +$93K +10,065 New
MNBTD
39
Moody National Bank Trust Division
Texas
$91K – – –
NSIM
40
North Star Investment Management
Illinois
$47K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$47K +$47K +5,446 New
YWP
42
YorkBridge Wealth Partners
New York
$31K -$24.9K -2,858 -44%
MFW
43
Mosaic Family Wealth
Missouri
$25K +$264 +31 +1%
SPIA
44
Steward Partners Investment Advisory
New York
$7K – – –
CTC
45
Central Trust Company
Missouri
$2K +$2K +200 New
SEI Investments
46
SEI Investments
Pennsylvania
$1K – – –
RCM
47
RB Capital Management
Nevada
$357 +$11 +1,249 +3%
SCA
48
Salient Capital Advisors
Texas
– -$1.34M -148,776 Closed
Cohen & Steers
49
Cohen & Steers
New York
– -$504K -56,072 Closed
NMC
50
Nine Masts Capital
Hong Kong
– -$75K -8,300 Closed
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