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CTR

ClearBridge MLP and Midstream Total Return Fund Inc.

Delisted

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

49 hedge funds and large institutions have $71.1M invested in ClearBridge MLP and Midstream Total Return Fund Inc. in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

11% more funds holding

Funds holding: 4449 (+5)

4% more capital invested

Capital invested by funds: $68.5M → $71.1M (+$2.62M)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$367K +$45.2K +1,524 +14%
SI
27
Stephens Inc
Arkansas
$365K -$82.9K -2,797 -18%
SPIA
28
Steward Partners Investment Advisory
New York
$347K +$2.96K +100 +0.8%
LPL Financial
29
LPL Financial
California
$336K +$51K +1,721 +17%
KACA
30
Kayne Anderson Capital Advisors
California
$265K +$272K +9,180 New
SIA
31
Schechter Investment Advisors
Michigan
$255K +$262K +8,840 New
BWA
32
BDO Wealth Advisors
Florida
$252K -$99.8K -3,367 -28%
CL
33
CSS LLC
Illinois
$249K +$4.57K +154 +2%
CA
34
Cetera Advisors
Colorado
$232K -$10.1K -340 -4%
LA
35
LexAurum Advisors
Kansas
$215K
PTC
36
Private Trust Company
Ohio
$181K
Bank of America
37
Bank of America
North Carolina
$169K -$23.7K -800 -12%
CFB
38
Cullen/Frost Bankers
Texas
$161K
IWP
39
Icon Wealth Partners
Texas
$158K +$162K +5,475 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$95.5K +$87.5K +2,952 +836%
JP Morgan Chase
41
JP Morgan Chase
New York
$87K +$14.7K +495 +20%
Osaic Holdings
42
Osaic Holdings
Arizona
$25.1K
CFD
43
Creative Financial Designs
Indiana
$16K +$16.4K +552 New
TWC
44
TD Waterhouse Canada
Ontario, Canada
$14.5K
TFGT
45
TS Financial Group (TSFG)
Illinois
$9K
BWL
46
Bogart Wealth LLC
Virginia
$4.9K
Bessemer Group
47
Bessemer Group
New Jersey
$4K +$1.45K +49 +54%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.14K +106 New
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$819 +$84K +2,833 +11%
HNB
50
Huntington National Bank
Ohio
$17

CTR Hedge Fund Activity: Q1 2023 in Review

49 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) for Q1 2023, worth a combined $71.1M — up 3.8% from $68.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CTR positions and 2 closed out — a net gain of 6 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Sessa Capital, opening a new position worth an estimated $2.1M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $784K.

  • 49 institutional investors held ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) as of Q1 2023, up from 44 in Q4 2022.
  • Funds reported $71.1M of ClearBridge MLP and Midstream Total Return Fund Inc. stock for Q1 2023, up 3.8% quarter-over-quarter.
  • 8 funds opened new ClearBridge MLP and Midstream Total Return Fund Inc. positions in Q1 2023 and 2 closed out, a net change of +6 holders.
  • The largest ClearBridge MLP and Midstream Total Return Fund Inc. buyer in Q1 2023 was Sessa Capital, an estimated $2.1M added.
  • The largest ClearBridge MLP and Midstream Total Return Fund Inc. seller in Q1 2023 was Thomas J. Herzfeld Advisors, an estimated $784K sold.

Based on aggregated 13F filings for Q1 2023.