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CTR

ClearBridge MLP and Midstream Total Return Fund Inc.

Delisted

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

42 hedge funds and large institutions have $33M invested in ClearBridge MLP and Midstream Total Return Fund Inc. in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $26.8M → $33M (+$6.2M)

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$5.58M +$616K +26,160 +14%
OA
2
Oxbow Advisors
Texas
$3.75M +$57.2K +2,430 +2%
Morgan Stanley
3
Morgan Stanley
New York
$3.06M +$287K +12,207 +11%
AAM
4
Advisors Asset Management
Colorado
$2.78M +$964K +40,946 +60%
SIA
5
Sit Investment Associates
Minnesota
$2.18M +$629K +26,712 +45%
CA
6
Cornerstone Advisors
North Carolina
$2.15M +$924K +39,242 +86%
Stifel Financial
7
Stifel Financial
Missouri
$1.98M -$65.6K -2,788 -3%
Wells Fargo
8
Wells Fargo
California
$1.42M -$555K -23,561 -30%
GC
9
Guggenheim Capital
Illinois
$1.35M -$64.3K -2,733 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.09M +$49.9K +2,120 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.09M +$627K +26,619 +164%
KWM
12
Kingsview Wealth Management
Oregon
$904K -$63.2K -2,684 -7%
6M
13
6 Meridian
Kansas
$651K -$122K -5,189 -17%
PAG
14
Private Advisor Group
New Jersey
$609K -$871K -36,990 -61%
BWA
15
BDO Wealth Advisors
Florida
$519K -$3.15K -134 -0.7%
PP
16
Pegasus Partners
Wisconsin
$497K
SI
17
Stephens Inc
Arkansas
$395K -$13.4K -570 -4%
UBS Group
18
UBS Group
Switzerland
$385K +$205K +8,703 +134%
RJA
19
Raymond James & Associates
Florida
$304K +$17.7K +750 +7%
Invesco
20
Invesco
Georgia
$281K -$18K -766 -6%
Ameriprise
21
Ameriprise
Minnesota
$271K -$929K -39,458 -78%
HKAM
22
Horizon Kinetics Asset Management
New York
$249K -$4.05K -172 -2%
WAM
23
Wolverine Asset Management
Illinois
$241K +$224K +9,521 New
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$228K +$212K +9,000 New
CA
25
Cetera Advisors
Colorado
$202K +$188K +7,980 New

CTR Hedge Fund Activity: Q2 2021 in Review

42 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) for Q2 2021, worth a combined $33M — up 23% from $26.8M a quarter earlier.

Fund positioning in CTR was balanced in Q2 2021: 6 funds opened new positions, 6 closed out, 15 added to existing stakes and 13 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $964K. The largest seller was Quantedge Capital, exiting entirely with an estimated $2.02M sold.

  • 42 institutional investors held ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $33M of ClearBridge MLP and Midstream Total Return Fund Inc. stock for Q2 2021, up 23% quarter-over-quarter.
  • 6 funds opened new ClearBridge MLP and Midstream Total Return Fund Inc. positions in Q2 2021 and 6 closed out, a net change of 0 holders.
  • The largest ClearBridge MLP and Midstream Total Return Fund Inc. buyer in Q2 2021 was Advisors Asset Management, an estimated $964K added.
  • The largest ClearBridge MLP and Midstream Total Return Fund Inc. seller in Q2 2021 was Quantedge Capital, an estimated $2.02M sold.

Based on aggregated 13F filings for Q2 2021.