CBA

ClearBridge American Energy MLP
CBA

Overview Fund Activity
Delisted

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

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48 hedge funds and large institutions have $115M invested in ClearBridge American Energy MLP in 2017 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
13
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MGAM
McGowan Group Asset Management
Texas
$11.5M
2
SEIA
Signature Estate & Investment Advisors
California
$5.53M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$6.9M
4
HighTower Advisors
HighTower Advisors
Illinois
$4.27M
5
RPA
Rock Point Advisors
Vermont
$7M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$5.24M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
3
AAM
Advisors Asset Management
Colorado
$7.04M
4
UBS Group
UBS Group
Switzerland
$2.63M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
26
AlphaStar Capital Management
North Carolina
$364K +$364K +43,993 New
HAG
27
HighPoint Advisor Group
Illinois
$360K -$73.6K -8,500 -17%
RCM
28
RB Capital Management
Nevada
$303K -$42.4K -5,109 -12%
US Bancorp
29
US Bancorp
Minnesota
$256K -$23.2K -2,800 -8%
YCM
30
Yorkville Capital Management
New York
$252K +$252K +30,450 New
NFA
31
Nuveen Fund Advisors
Illinois
$193K -$54.8K -6,626 -22%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$186K -$191 -23 -0.1%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$176K -$3.72K -450 -2%
LPL Financial
34
LPL Financial
California
$155K +$19.8K +2,400 +15%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$153K +$5.3K +640 +4%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$150K +$150K +18,200 New
SFSIG
37
San Francisco Sentry Investment Group
California
$147K -$136K – –
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$130K +$130K +15,641 New
IA
39
IFP Advisors
Florida
$112K -$50.2K -6,050 -31%
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$89K -$137K -16,609 -61%
MNBTD
41
Moody National Bank Trust Division
Texas
$88K – – –
YWP
42
YorkBridge Wealth Partners
New York
$31K – – –
MFW
43
Mosaic Family Wealth
Missouri
$20K -$4.56K -545 -19%
KJWM
44
Kiley Juergens Wealth Management
Washington
$14K +$14K +1,770 New
SWP
45
Stratos Wealth Partners
Ohio
$13K +$13K +1,602 New
SPIA
46
Steward Partners Investment Advisory
New York
$7K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$5K -$39.1K -4,828 -89%
APA
48
American Portfolios Advisors
New York
$2.21K +$2.21K +267 New
SEI Investments
49
SEI Investments
Pennsylvania
$1K – – –
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
– -$3.08M -370,000 Closed
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