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CEM

ClearBridge MLP and Midstream Fund Inc.

Delisted

CEM was delisted on the 6th of September, 2024.

84 hedge funds and large institutions have $309M invested in ClearBridge MLP and Midstream Fund Inc. in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $265M → $309M (+$43.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

1% less funds holding

Funds holding: 8584 (-1)

19% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 32

Holders
84
Holders Change
-1
Holders Change %
-1.18%
% of All Funds
1.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
26
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
26
Edge Wealth Management
New York
$1.72M -$242K -3,443 -12%
OA
27
Oxbow Advisors
Texas
$1.69M +$359K +5,101 +27%
SI
28
Stephens Inc
Arkansas
$1.5M +$167K +2,376 +13%
CHA
29
Cedar Hill Associates
Illinois
$1.43M -$358K -5,086 -20%
SIA
30
SeaBridge Investment Advisors
New Jersey
$1.36M -$232K -3,300 -15%
US Bancorp
31
US Bancorp
Minnesota
$1.29M -$141K -2,000 -10%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$1.15M +$1.15M +16,321 New
BTS
33
BB&T Securities
Virginia
$1.03M +$725K +10,314 +239%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$1M -$5.69K -81 -0.6%
DC
35
Davenport & Co
Virginia
$969K -$138K -1,960 -13%
DA
36
Doliver Advisors
Texas
$894K +$706K +10,038 +385%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$840K -$141 -2 -0%
Jane Street
38
Jane Street
New York
$788K +$784K +11,151 New
NMC
39
Nine Masts Capital
Hong Kong
$711K -$828K -11,780 -54%
LWAC
40
Laurel Wealth Advisors (California)
California
$696K -$5.62K -80 -0.8%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$619K -$23.8K -339 -4%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$587K +$85.5K +1,216 +17%
LPL Financial
43
LPL Financial
California
$573K -$14.9K -212 -3%
UR
44
USCA RIA
Texas
$506K
Citigroup
45
Citigroup
New York
$484K -$25.5K -363 -5%
BOIA
46
Bush ODonnell Investment Advisors
Missouri
$472K
QPWM
47
Quadrant Private Wealth Management
Pennsylvania
$432K
SPIA
48
Steward Partners Investment Advisory
New York
$393K +$114K +1,628 +41%
DADC
49
D.A. Davidson & Co
Montana
$314K -$575K -8,176 -65%
CSA
50
Cottage Street Advisors
Massachusetts
$283K

CEM Hedge Fund Activity: Q2 2018 in Review

84 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in ClearBridge MLP and Midstream Fund Inc. (CEM) for Q2 2018, worth a combined $309M — up 17% from $265M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CEM and 11 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 26 added.

The largest buyer was Morgan Stanley, adding an estimated $9.8M. The largest seller was Bank of America, cutting an estimated $1.46M.

  • 84 institutional investors held ClearBridge MLP and Midstream Fund Inc. (CEM) as of Q2 2018, down from 85 in Q1 2018.
  • Funds reported $309M of ClearBridge MLP and Midstream Fund Inc. stock for Q2 2018, up 17% quarter-over-quarter.
  • 11 funds opened new ClearBridge MLP and Midstream Fund Inc. positions in Q2 2018 and 12 closed out, a net change of -1 holder.
  • The largest ClearBridge MLP and Midstream Fund Inc. buyer in Q2 2018 was Morgan Stanley, an estimated $9.8M added.
  • The largest ClearBridge MLP and Midstream Fund Inc. seller in Q2 2018 was Bank of America, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2018.