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CBA

ClearBridge American Energy MLP
CBA

Delisted

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

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1 hedge funds and large institutions have $256K invested in ClearBridge American Energy MLP in 2018 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% less funds holding

Funds holding: 50 → 1 (-49)

100% less capital invested

Capital invested by funds: $124M → $256K (-$124M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 48

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
1
Holders Change
-49
Holders Change %
-98%
% of All Funds
0.02%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$26.6M
2
MGAM
McGowan Group Asset Management
Texas
-$15.3M
3
SEIA
Signature Estate & Investment Advisors
California
-$10.8M
4
RPA
Rock Point Advisors
Vermont
-$9.49M
5
SIA
Sit Investment Associates
Minnesota
-$9.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
– -$615K -78,153 Closed
NMC
27
Nine Masts Capital
Hong Kong
– -$482K -61,200 Closed
SAM
28
Stansberry Asset Management
Texas
– -$442K -56,152 Closed
Ameriprise
29
Ameriprise
Minnesota
– -$389K -49,400 Closed
CRC
30
Curi RMB Capital
Illinois
– -$342K -43,467 Closed
LPL Financial
31
LPL Financial
California
– -$319K -40,568 Closed
JMPWA
32
JP Morgan Private Wealth Advisors
California
– -$312K -39,610 Closed
Walleye Trading
33
Walleye Trading
New York
– -$283K -35,900 Closed
US Bancorp
34
US Bancorp
Minnesota
– -$259K -32,900 Closed
SB
35
Suntrust Banks
Georgia
– -$236K -30,000 Closed
SPIA
36
Steward Partners Investment Advisory
New York
– -$225K -28,603 Closed
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
– -$190K -24,252 Closed
RJFSA
38
Raymond James Financial Services Advisors
Florida
– -$181K -22,975 Closed
MOS
39
MGO One Seven
Ohio
– -$150K -19,106 Closed
MNBTD
40
Moody National Bank Trust Division
Texas
– -$84K -10,654 Closed
QCIG
41
Quad-Cities Investment Group
Iowa
– -$71K -9,000 Closed
TJHA
42
Thomas J. Herzfeld Advisors
Florida
– -$60K -7,666 Closed
AG
43
Advisor Group
Arizona
– -$47K -6,000 Closed
YWP
44
YorkBridge Wealth Partners
New York
– -$27K -3,400 Closed
MFW
45
Mosaic Family Wealth
Missouri
– -$17K -2,494 Closed
IA
46
IFP Advisors
Florida
– -$19K -2,435 Closed
KJWM
47
Kiley Juergens Wealth Management
Washington
– -$13K -1,770 Closed
SWP
48
Stratos Wealth Partners
Ohio
– -$13K -1,602 Closed
VFA
49
Valeo Financial Advisors
Indiana
– -$5K -700 Closed
1
2

CBA Hedge Fund Activity: Q4 2018 in Review

1 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ClearBridge American Energy MLP (CBA) for Q4 2018, worth a combined $256K — down 100% from $124M a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of CBA and 0 opened new positions — a net loss of 48 holders — while 1 trimmed existing stakes and 0 added.

The largest seller was Morgan Stanley, exiting entirely with an estimated $26.6M sold.

  • 1 institutional investor held ClearBridge American Energy MLP (CBA) as of Q4 2018, down from 50 in Q3 2018.
  • Funds reported $256K of ClearBridge American Energy MLP stock for Q4 2018, down 100% quarter-over-quarter.
  • 0 funds opened new ClearBridge American Energy MLP positions in Q4 2018 and 48 closed out, a net change of -48 holders.
  • The largest ClearBridge American Energy MLP seller in Q4 2018 was Morgan Stanley, an estimated $26.6M sold.

Based on aggregated 13F filings for Q4 2018.