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CTR

ClearBridge MLP and Midstream Total Return Fund Inc.

Delisted

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

40 hedge funds and large institutions have $55.1M invested in ClearBridge MLP and Midstream Total Return Fund Inc. in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

8% less capital invested

Capital invested by funds: $59.7M → $55.1M (-$4.53M)

11% less funds holding

Funds holding: 4540 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
16
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$12.2M +$11.9M +403,442 +546%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.33M +$41K +1,396 +0.6%
AAM
3
Advisors Asset Management
Colorado
$4.67M -$357K -12,135 -6%
SIA
4
Sit Investment Associates
Minnesota
$4.33M -$7.41M -251,928 -60%
CA
5
Cornerstone Advisors
North Carolina
$3.46M -$80.2K -2,729 -2%
Morgan Stanley
6
Morgan Stanley
New York
$2.7M +$333K +11,321 +12%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$2.4M +$1.57M +53,439 +132%
AC
8
Almitas Capital
California
$2.21M +$381K +12,970 +18%
Stifel Financial
9
Stifel Financial
Missouri
$1.99M -$35.8K -1,217 -2%
QC
10
Quantedge Capital
Singapore
$1.62M -$177K -6,018 -9%
GC
11
Guggenheim Capital
Illinois
$1.51M +$211K +7,162 +14%
MC
12
Matisse Capital
Oregon
$1.28M
Invesco
13
Invesco
Georgia
$1.21M +$119K +4,037 +9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.16M +$33.8K +1,148 +3%
Wells Fargo
15
Wells Fargo
California
$1.06M -$55.2K -1,878 -4%
OA
16
Oxbow Advisors
Texas
$941K -$651K -22,124 -38%
KWM
17
Kingsview Wealth Management
Oregon
$847K -$7.41K -252 -0.8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$750K +$33.6K +1,144 +4%
WAM
19
Wolverine Asset Management
Illinois
$643K -$1.43M -48,504 -66%
PP
20
Pegasus Partners
Wisconsin
$502K
SI
21
Stephens Inc
Arkansas
$408K +$9.14K +311 +2%
Bank of America
22
Bank of America
North Carolina
$404K +$4.53K +154 +1%
UBS Group
23
UBS Group
Switzerland
$397K +$201K +6,836 +79%
BWA
24
BDO Wealth Advisors
Florida
$369K -$32.5K -1,105 -7%
NFG
25
Nations Financial Group
Iowa
$337K +$68.2K +2,320 +21%

CTR Hedge Fund Activity: Q2 2022 in Review

40 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) for Q2 2022, worth a combined $55.1M — down 7.6% from $59.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CTR and 2 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 16 added.

The largest buyer was Saba Capital Management, adding an estimated $11.9M. The largest seller was Sit Investment Associates, cutting an estimated $7.41M.

  • 40 institutional investors held ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) as of Q2 2022, down from 45 in Q1 2022.
  • Funds reported $55.1M of ClearBridge MLP and Midstream Total Return Fund Inc. stock for Q2 2022, down 7.6% quarter-over-quarter.
  • 2 funds opened new ClearBridge MLP and Midstream Total Return Fund Inc. positions in Q2 2022 and 7 closed out, a net change of -5 holders.
  • The largest ClearBridge MLP and Midstream Total Return Fund Inc. buyer in Q2 2022 was Saba Capital Management, an estimated $11.9M added.
  • The largest ClearBridge MLP and Midstream Total Return Fund Inc. seller in Q2 2022 was Sit Investment Associates, an estimated $7.41M sold.

Based on aggregated 13F filings for Q2 2022.