We are live on ! Find out more
CBA

ClearBridge American Energy MLP

Delisted

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

26 hedge funds and large institutions have $73.3M invested in ClearBridge American Energy MLP in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

7% less funds holding

Funds holding: 2826 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

29% less capital invested

Capital invested by funds: $103M → $73.3M (-$29.8M)

Holders
26
Holders Change
-2
Holders Change %
-7.14%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
7
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.1M -$3.28M -268,764 -8%
AAM
2
Advisors Asset Management
Colorado
$13.1M -$84.9K -6,964 -0.5%
Bank of America
3
Bank of America
North Carolina
$8.85M -$2.27M -186,129 -17%
RCM
4
Rivernorth Capital Management
Florida
$5.53M -$161K -13,167 -2%
SIA
5
Sit Investment Associates
Minnesota
$5.23M +$6.65M +545,158 New
UBS Group
6
UBS Group
Switzerland
$2.85M +$444K +36,366 +14%
GC
7
Guggenheim Capital
Illinois
$1.78M +$935K +76,688 +71%
Invesco
8
Invesco
Georgia
$1.36M +$669K +54,872 +63%
Wells Fargo
9
Wells Fargo
California
$894K +$520K +42,642 +84%
Citigroup
10
Citigroup
New York
$835K +$46.9K +3,845 +5%
LPL Financial
11
LPL Financial
California
$829K +$327K +26,807 +54%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$729K -$336K -27,578 -27%
Bessemer Group
13
Bessemer Group
New Jersey
$640K +$813K +66,686 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$427K +$543K +44,492 New
HAG
15
HighPoint Advisor Group
Illinois
$288K +$366K +30,000 New
WS
16
Wedbush Securities
California
$211K +$268K +22,000 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$168K -$34.5K -2,831 -14%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$125K -$115K -9,428 -42%
US Bancorp
19
US Bancorp
Minnesota
$110K +$134K +11,000 +2,132%
ClearBridge Investments
20
ClearBridge Investments
New York
$91K
BIM
21
BlackRock Investment Management
Delaware
$24K +$30.5K +2,500 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$13K +$171 +14 +1%
MFBTD
23
MB Financial Bank - Trust Department
Illinois
$10K
DADC
24
D.A. Davidson & Co
Montana
$8K +$5.56K +456 +110%
MFS
25
MSI Financial Services
Massachusetts
$6K

CBA Hedge Fund Activity: Q3 2015 in Review

26 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in ClearBridge American Energy MLP (CBA) for Q3 2015, worth a combined $73.3M — down 29% from $103M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of CBA and 7 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 9 added.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $6.65M. The largest seller was Morgan Stanley, cutting an estimated $3.28M.

  • 26 institutional investors held ClearBridge American Energy MLP (CBA) as of Q3 2015, down from 28 in Q2 2015.
  • Funds reported $73.3M of ClearBridge American Energy MLP stock for Q3 2015, down 29% quarter-over-quarter.
  • 7 funds opened new ClearBridge American Energy MLP positions in Q3 2015 and 9 closed out, a net change of -2 holders.
  • The largest ClearBridge American Energy MLP buyer in Q3 2015 was Sit Investment Associates, an estimated $6.65M added.
  • The largest ClearBridge American Energy MLP seller in Q3 2015 was Morgan Stanley, an estimated $3.28M sold.

Based on aggregated 13F filings for Q3 2015.