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CEM

ClearBridge MLP and Midstream Fund Inc.

Delisted

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

74 hedge funds and large institutions have $157M invested in ClearBridge MLP and Midstream Fund Inc. in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $113M → $157M (+$44.1M)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

1% more funds holding

Funds holding: 7374 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
21
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$23.3M +$186K +6,024 +0.9%
SIA
2
Sit Investment Associates
Minnesota
$17.6M +$4.11M +133,131 +34%
Bank of America
3
Bank of America
North Carolina
$15.4M +$3.24M +104,961 +30%
MGAM
4
McGowan Group Asset Management
Texas
$12.9M -$134K -4,335 -1%
CA
5
Cornerstone Advisors
North Carolina
$9.46M -$464K -15,000 -5%
Osaic Holdings
6
Osaic Holdings
Arizona
$8.46M +$35K +1,131 +18%
AC
7
Aristides Capital
Kentucky
$7.31M
TB
8
Terril Brothers
Missouri
$5.49M -$51.3K -1,660 -1%
QC
9
Quantedge Capital
Singapore
$4.76M +$340K +11,000 +8%
WAM
10
Wolverine Asset Management
Illinois
$4.66M -$486K -15,742 -10%
Wells Fargo
11
Wells Fargo
California
$4.39M +$109K +3,534 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.21M +$194K +6,269 +5%
UBS Group
13
UBS Group
Switzerland
$3.5M +$34.6K +1,121 +1%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$2.79M +$867K +28,069 +51%
KACA
15
Kayne Anderson Capital Advisors
California
$2.75M -$105K -3,402 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.54M -$121K -3,917 -5%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$2.48M +$2.31M +74,659 New
GC
18
Guggenheim Capital
Illinois
$2.24M -$248K -8,020 -11%
ClearBridge Investments
19
ClearBridge Investments
New York
$2.08M
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.04M +$79.6K +2,576 +4%
MC
21
Matisse Capital
Oregon
$1.96M +$45.6K +1,474 +3%
AAM
22
Advisors Asset Management
Colorado
$1.92M +$83K +2,686 +5%
Ameriprise
23
Ameriprise
Minnesota
$1.75M -$85.6K -2,769 -5%
EIA
24
Edgemoor Investment Advisors
Maryland
$1.03M -$333K -10,760 -26%
TCA
25
Transcend Capital Advisors
New Jersey
$990K +$9.27K +300 +1%

CEM Hedge Fund Activity: Q1 2022 in Review

74 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in ClearBridge MLP and Midstream Fund Inc. (CEM) for Q1 2022, worth a combined $157M — up 39% from $113M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CEM positions and 10 closed out — a net gain of 3 holders — while 21 added to existing stakes and 22 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.11M. The largest seller was Segantii Capital Management, cutting an estimated $1.58M.

  • 74 institutional investors held ClearBridge MLP and Midstream Fund Inc. (CEM) as of Q1 2022, up from 73 in Q4 2021.
  • Funds reported $157M of ClearBridge MLP and Midstream Fund Inc. stock for Q1 2022, up 39% quarter-over-quarter.
  • 13 funds opened new ClearBridge MLP and Midstream Fund Inc. positions in Q1 2022 and 10 closed out, a net change of +3 holders.
  • The largest ClearBridge MLP and Midstream Fund Inc. buyer in Q1 2022 was Sit Investment Associates, an estimated $4.11M added.
  • The largest ClearBridge MLP and Midstream Fund Inc. seller in Q1 2022 was Segantii Capital Management, an estimated $1.58M sold.

Based on aggregated 13F filings for Q1 2022.