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CTR

ClearBridge MLP and Midstream Total Return Fund Inc.

Delisted

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

41 hedge funds and large institutions have $59.6M invested in ClearBridge MLP and Midstream Total Return Fund Inc. in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

8% more capital invested

Capital invested by funds: $55.1M → $59.6M (+$4.45M)

3% more funds holding

Funds holding: 4041 (+1)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$18.5M +$6.5M +226,485 +47%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.57M +$79K +2,752 +1%
AAM
3
Advisors Asset Management
Colorado
$4.87M +$79.1K +2,756 +2%
CA
4
Cornerstone Advisors
North Carolina
$3.46M -$106K -3,702 -3%
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$2.4M -$75.6K -2,635 -3%
Morgan Stanley
6
Morgan Stanley
New York
$2.12M -$708K -24,652 -23%
Stifel Financial
7
Stifel Financial
Missouri
$2.03M -$17.3K -601 -0.8%
Franklin Resources
8
Franklin Resources
California
$1.92M +$2.1M +73,014 New
QC
9
Quantedge Capital
Singapore
$1.67M +$13.3K +465 +0.7%
GC
10
Guggenheim Capital
Illinois
$1.62M +$81.7K +2,847 +5%
AC
11
Almitas Capital
California
$1.52M -$818K -28,476 -33%
Invesco
12
Invesco
Georgia
$1.5M +$286K +9,962 +21%
MC
13
Matisse Capital
Oregon
$1.32M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.22M +$28.3K +987 +2%
Wells Fargo
15
Wells Fargo
California
$1.05M -$45K -1,567 -4%
OA
16
Oxbow Advisors
Texas
$966K
KWM
17
Kingsview Wealth Management
Oregon
$876K +$6.23K +217 +0.7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$689K -$89K -3,101 -11%
SIA
19
Sit Investment Associates
Minnesota
$556K -$4.24M -147,752 -87%
PP
20
Pegasus Partners
Wisconsin
$516K
WAM
21
Wolverine Asset Management
Illinois
$497K -$179K -6,220 -25%
UBS Group
22
UBS Group
Switzerland
$425K +$19.9K +693 +4%
SI
23
Stephens Inc
Arkansas
$417K -$1.78K -62 -0.4%
CCP
24
Clough Capital Partners
Massachusetts
$400K +$436K +15,200 New
BWA
25
BDO Wealth Advisors
Florida
$379K

CTR Hedge Fund Activity: Q3 2022 in Review

41 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) for Q3 2022, worth a combined $59.6M — up 8.1% from $55.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new CTR positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $6.5M. The largest seller was Sit Investment Associates, cutting an estimated $4.24M.

  • 41 institutional investors held ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) as of Q3 2022, up from 40 in Q2 2022.
  • Funds reported $59.6M of ClearBridge MLP and Midstream Total Return Fund Inc. stock for Q3 2022, up 8.1% quarter-over-quarter.
  • 3 funds opened new ClearBridge MLP and Midstream Total Return Fund Inc. positions in Q3 2022 and 2 closed out, a net change of +1 holder.
  • The largest ClearBridge MLP and Midstream Total Return Fund Inc. buyer in Q3 2022 was Saba Capital Management, an estimated $6.5M added.
  • The largest ClearBridge MLP and Midstream Total Return Fund Inc. seller in Q3 2022 was Sit Investment Associates, an estimated $4.24M sold.

Based on aggregated 13F filings for Q3 2022.