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CTR

ClearBridge MLP and Midstream Total Return Fund Inc.

Delisted

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

45 hedge funds and large institutions have $59.7M invested in ClearBridge MLP and Midstream Total Return Fund Inc. in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

46% more capital invested

Capital invested by funds: $40.7M → $59.7M (+$18.9M)

5% more funds holding

Funds holding: 4345 (+2)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Nations Financial Group
Iowa
$317K +$291K +10,858 New
SPIA
27
Steward Partners Investment Advisory
New York
$296K +$6.71K +250 +3%
LPL Financial
28
LPL Financial
California
$280K +$7.19K +268 +3%
CA
29
Cetera Advisors
Colorado
$279K -$21.1K -785 -8%
H6H
30
Hightower 6M Holding
Kansas
$273K +$251K +9,342 New
Ameriprise
31
Ameriprise
Minnesota
$271K +$20.6K +769 +9%
UBS Group
32
UBS Group
Switzerland
$252K +$20.3K +757 +10%
LA
33
LexAurum Advisors
Kansas
$232K +$213K +7,949 New
KACA
34
Kayne Anderson Capital Advisors
California
$210K +$193K +7,180 New
CFB
35
Cullen/Frost Bankers
Texas
$184K +$29.5K +1,100 +21%
JP Morgan Chase
36
JP Morgan Chase
New York
$73K -$10.7K -398 -14%
Osaic Holdings
37
Osaic Holdings
Arizona
$43K +$16.2K +605 +70%
TWC
38
TD Waterhouse Canada
Ontario, Canada
$13.4K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$10K
FF
40
FourThought Financial
Florida
$9K -$590 -22 -7%
TFGT
41
TS Financial Group (TSFG)
Illinois
$9K
BWL
42
Bogart Wealth LLC
Virginia
$5K +$80 +3 +2%
PFS
43
Prospera Financial Services
Texas
$5K +$5.02K +187 New
Bessemer Group
44
Bessemer Group
New Jersey
$4K -$3.35K -125 -46%
PCG
45
Private Capital Group
Connecticut
$3K +$27 +1 +1%
RJA
46
Raymond James & Associates
Florida
-$221K -9,322 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
-$19.4K -724 Closed
SWM
48
Spire Wealth Management
Virginia
-$2K -100 Closed
AF
49
Advisornet Financial
Minnesota
-$1K -60 Closed
TRCT
50
Tower Research Capital (TRC)
New York
-$1K -45 Closed

CTR Hedge Fund Activity: Q1 2022 in Review

45 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) for Q1 2022, worth a combined $59.7M — up 46% from $40.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CTR positions and 5 closed out — a net gain of 3 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.2M. The largest seller was Oxbow Advisors, cutting an estimated $1.74M.

  • 45 institutional investors held ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) as of Q1 2022, up from 43 in Q4 2021.
  • Funds reported $59.7M of ClearBridge MLP and Midstream Total Return Fund Inc. stock for Q1 2022, up 46% quarter-over-quarter.
  • 8 funds opened new ClearBridge MLP and Midstream Total Return Fund Inc. positions in Q1 2022 and 5 closed out, a net change of +3 holders.
  • The largest ClearBridge MLP and Midstream Total Return Fund Inc. buyer in Q1 2022 was Sit Investment Associates, an estimated $3.2M added.
  • The largest ClearBridge MLP and Midstream Total Return Fund Inc. seller in Q1 2022 was Oxbow Advisors, an estimated $1.74M sold.

Based on aggregated 13F filings for Q1 2022.