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CTR

ClearBridge MLP and Midstream Total Return Fund Inc.

Delisted

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

51 hedge funds and large institutions have $87.2M invested in ClearBridge MLP and Midstream Total Return Fund Inc. in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

23% more capital invested

Capital invested by funds: $71.1M → $87.2M (+$16.1M)

4% more funds holding

Funds holding: 4951 (+2)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
19
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$28.2M +$5.5M +185,925 +26%
AAM
2
Advisors Asset Management
Colorado
$7.34M +$224K +7,566 +3%
SC
3
Sessa Capital
New York
$6.35M +$3.82M +129,308 +183%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.76M +$154K +5,203 +3%
AC
5
Almitas Capital
California
$4.95M +$661K +22,369 +18%
WP
6
Woodline Partners
California
$4.32M +$1.02M +34,334 +34%
Morgan Stanley
7
Morgan Stanley
New York
$2.54M +$11.3K +381 +0.5%
Stifel Financial
8
Stifel Financial
Missouri
$2.4M -$18.8K -635 -0.8%
Franklin Resources
9
Franklin Resources
California
$2.32M
SIA
10
Sit Investment Associates
Minnesota
$2.08M +$1.33M +44,999 +218%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$2.03M +$38.1K +1,288 +2%
CA
12
Cornerstone Advisors
North Carolina
$1.6M -$2.86M -96,760 -66%
MC
13
Matisse Capital
Oregon
$1.59M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.58M -$53.5K -1,810 -4%
Goldman Sachs
15
Goldman Sachs
New York
$1.29M -$26.2K -886 -2%
Wells Fargo
16
Wells Fargo
California
$1.22M +$31.7K +1,072 +3%
Invesco
17
Invesco
Georgia
$1.12M -$200K -6,747 -16%
OA
18
Oxbow Advisors
Texas
$1.08M -$79.8K -2,700 -7%
KWM
19
Kingsview Wealth Management
Oregon
$1.05M -$1.18K -40 -0.1%
QC
20
Quantedge Capital
Singapore
$970K -$393K -13,280 -30%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$902K +$2.69K +91 +0.3%
GC
22
Guggenheim Capital
Illinois
$894K -$657K -22,224 -44%
CCP
23
Clough Capital Partners
Massachusetts
$819K
UBS Group
24
UBS Group
Switzerland
$543K -$15.3K -517 -3%
SI
25
Stephens Inc
Arkansas
$411K +$9.23K +312 +2%

CTR Hedge Fund Activity: Q2 2023 in Review

51 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) for Q2 2023, worth a combined $87.2M — up 23% from $71.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new CTR positions and 3 closed out — a net gain of 2 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $5.5M. The largest seller was Cornerstone Advisors, cutting an estimated $2.86M.

  • 51 institutional investors held ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) as of Q2 2023, up from 49 in Q1 2023.
  • Funds reported $87.2M of ClearBridge MLP and Midstream Total Return Fund Inc. stock for Q2 2023, up 23% quarter-over-quarter.
  • 5 funds opened new ClearBridge MLP and Midstream Total Return Fund Inc. positions in Q2 2023 and 3 closed out, a net change of +2 holders.
  • The largest ClearBridge MLP and Midstream Total Return Fund Inc. buyer in Q2 2023 was Saba Capital Management, an estimated $5.5M added.
  • The largest ClearBridge MLP and Midstream Total Return Fund Inc. seller in Q2 2023 was Cornerstone Advisors, an estimated $2.86M sold.

Based on aggregated 13F filings for Q2 2023.