CBA

ClearBridge American Energy MLP
CBA

Overview Fund Activity
Delisted

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

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29 hedge funds and large institutions have $88.2M invested in ClearBridge American Energy MLP in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 7 closing their positions.

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
5
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$56.3M
2
AAM
2
Advisors Asset Management
Colorado
$5.05M
3
FAAS
3
First Allied Advisory Services
California
$903K
4
RCM
4
Robinson Capital Management
Michigan
$444K
5
B
5
Baird
Wisconsin
$210K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$1.25M
2
Bank of America
2
Bank of America
North Carolina
$14M
3
TC
3
TFS Capital
Pennsylvania
$0
4
MTIM
4
Marathon Trading Investment Management
Pennsylvania
$520K
5
MIG
5
Mariner Investment Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.3M 3,028,140 +444,457 +17%
Bank of America
2
Bank of America
North Carolina
$14M 753,975 -110,501 -13%
AAM
3
Advisors Asset Management
Colorado
$5.05M 271,992 +271,992 New
U
4
UBS
Switzerland
$4.34M 233,635 +7,534 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.09M 112,595 +2,054 +2%
Citigroup
6
Citigroup
New York
$1.53M 82,543 -6,651 -7%
RCM
7
Rivernorth Capital Management
Florida
$1.25M 67,164 -194,162 -74%
FAAS
8
First Allied Advisory Services
California
$903K 48,256 +48,256 New
MTIM
9
Marathon Trading Investment Management
Pennsylvania
$520K 28,000 -24,000 -46%
RCM
10
Robinson Capital Management
Michigan
$444K 24,522 +24,522 New
V
11
Veritable
Delaware
$279K 15,000 – –
LPL Financial
12
LPL Financial
California
$239K 12,842 +2,079 +19%
B
13
Baird
Wisconsin
$210K 11,276 +11,276 New
Wells Fargo
14
Wells Fargo
California
$204K 11,002 +2,602 +31%
ClearBridge Investments
15
ClearBridge Investments
New York
$139K 7,500 – –
TDC
16
Thompson Davis & Co
Virginia
$136K 7,332 – –
DADC
17
D.A. Davidson & Co
Montana
$130K 7,000 – –
FAM
18
Formidable Asset Management
Ohio
$93K 5,000 – –
CFA
19
Camarda Financial Advisors
Florida
$93K 5,000 +5,000 New
AIG
20
American International Group
New York
$55.9K 3,011 -836 -22%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$46K 2,500 – –
FWM
22
Focused Wealth Management
New York
$46K 2,500 – –
Creative Planning
23
Creative Planning
Kansas
$40K 2,136 +2,136 New
WAM
24
Wolverine Asset Management
Illinois
$38K 2,069 +2,069 New
Bessemer Group
25
Bessemer Group
New Jersey
$11K 583 +583 New
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