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CTR

ClearBridge MLP and Midstream Total Return Fund Inc.

Delisted

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

44 hedge funds and large institutions have $68.5M invested in ClearBridge MLP and Midstream Total Return Fund Inc. in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

15% more capital invested

Capital invested by funds: $59.6M → $68.5M (+$8.87M)

7% more funds holding

Funds holding: 4144 (+3)

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
9
Reduced
18
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
$19.9M
AAM
2
Advisors Asset Management
Colorado
$6.16M +$961K +32,747 +18%
WP
3
Woodline Partners
California
$5.64M +$2.99M +101,863 New
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.99M -$2.15M -73,169 -29%
CA
5
Cornerstone Advisors
North Carolina
$3.01M -$736K -25,077 -19%
AC
6
Almitas Capital
California
$2.94M +$1.36M +46,230 +80%
TJHA
7
Thomas J. Herzfeld Advisors
Florida
$2.52M -$58.3K -1,986 -2%
Morgan Stanley
8
Morgan Stanley
New York
$2.23M -$53.2K -1,813 -2%
Stifel Financial
9
Stifel Financial
Missouri
$2.18M +$8.13K +277 +0.4%
Franklin Resources
10
Franklin Resources
California
$2.06M
GC
11
Guggenheim Capital
Illinois
$1.67M -$76.5K -2,605 -4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.49M +$191K +6,501 +14%
MC
13
Matisse Capital
Oregon
$1.41M
QC
14
Quantedge Capital
Singapore
$1.41M -$408K -13,900 -22%
Invesco
15
Invesco
Georgia
$1.28M -$353K -12,031 -21%
Wells Fargo
16
Wells Fargo
California
$1.14M +$16.6K +566 +1%
OA
17
Oxbow Advisors
Texas
$1.04M
KWM
18
Kingsview Wealth Management
Oregon
$935K -$6.43K -219 -0.7%
CCP
19
Clough Capital Partners
Massachusetts
$729K +$311K +10,600 +70%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$721K -$20.9K -712 -3%
SIA
21
Sit Investment Associates
Minnesota
$569K -$29.4K -1,000 -5%
UBS Group
22
UBS Group
Switzerland
$541K +$87.3K +2,973 +18%
OFG
23
OTA Financial Group
New York
$441K +$458K +15,611 New
SI
24
Stephens Inc
Arkansas
$436K -$12.7K -432 -3%
NFG
25
Nations Financial Group
Iowa
$361K -$35.6K -1,212 -9%

CTR Hedge Fund Activity: Q4 2022 in Review

44 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) for Q4 2022, worth a combined $68.5M — up 15% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CTR positions and 2 closed out — a net gain of 4 holders — while 9 added to existing stakes and 18 trimmed.

The largest buyer was Woodline Partners, opening a new position worth an estimated $2.99M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.15M.

  • 44 institutional investors held ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) as of Q4 2022, up from 41 in Q3 2022.
  • Funds reported $68.5M of ClearBridge MLP and Midstream Total Return Fund Inc. stock for Q4 2022, up 15% quarter-over-quarter.
  • 6 funds opened new ClearBridge MLP and Midstream Total Return Fund Inc. positions in Q4 2022 and 2 closed out, a net change of +4 holders.
  • The largest ClearBridge MLP and Midstream Total Return Fund Inc. buyer in Q4 2022 was Woodline Partners, an estimated $2.99M added.
  • The largest ClearBridge MLP and Midstream Total Return Fund Inc. seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $2.15M sold.

Based on aggregated 13F filings for Q4 2022.