ClearBridge American Energy MLP
CBA
CBA was delisted on the 16th of November, 2018.
42 hedge funds and large institutions have $77.2M invested in ClearBridge American Energy MLP in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
28% more capital invested
Capital invested by funds: $60.5M → $77.2M (+$16.7M)
24% more funds holding
Funds holding: 34 → 42 (+8)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
0.4% more ownership
Funds ownership: 14.89% → 15.29% (+0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.49M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$1.38M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.21M |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.04M |
| 5 |
Citigroup
New York
|
+$842K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.49M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.41M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$954K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$828K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$676K |
CBA Hedge Fund Activity: Q2 2016 in Review
42 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in ClearBridge American Energy MLP (CBA) for Q2 2016, worth a combined $77.2M — up 28% from $60.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new CBA positions and 1 closed out — a net gain of 8 holders — while 14 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.49M. The largest seller was Bank of America, cutting an estimated $1.49M.
- 42 institutional investors held ClearBridge American Energy MLP (CBA) as of Q2 2016, up from 34 in Q1 2016.
- Funds reported $77.2M of ClearBridge American Energy MLP stock for Q2 2016, up 28% quarter-over-quarter.
- 9 funds opened new ClearBridge American Energy MLP positions in Q2 2016 and 1 closed out, a net change of +8 holders.
- The largest ClearBridge American Energy MLP buyer in Q2 2016 was Morgan Stanley, an estimated $1.49M added.
- The largest ClearBridge American Energy MLP seller in Q2 2016 was Bank of America, an estimated $1.49M sold.
Based on aggregated 13F filings for Q2 2016.