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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 $45.7M invested in ClearBridge MLP and Midstream Total Return Fund Inc. in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% less funds holding

Funds holding: 5242 (-10)

65% less capital invested

Capital invested by funds: $132M → $45.7M (-$86.2M)

71% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 21

75% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 12

Holders
42
Holders Change
-10
Holders Change %
-19.23%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$12.2M -$520K -12,456 -4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.39M -$52.6K -1,260 -0.8%
Franklin Resources
3
Franklin Resources
California
$2.97M -$42 -1 -0%
Morgan Stanley
4
Morgan Stanley
New York
$2.88M -$526K -12,594 -15%
Stifel Financial
5
Stifel Financial
Missouri
$2.76M +$376 +9 +0%
SCM
6
Saba Capital Management
New York
$2.47M -$44.4M -1,063,492 -95%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.76M -$64.4K -1,541 -3%
Wells Fargo
8
Wells Fargo
California
$1.71M -$83.6K -2,000 -5%
OA
9
Oxbow Advisors
Texas
$1.35M
KWM
10
Kingsview Wealth Management
Oregon
$1.31M -$5.51K -132 -0.4%
DFG
11
Delphi Financial Group
Delaware
$1.05M
UBS Group
12
UBS Group
Switzerland
$949K
SIA
13
Sit Investment Associates
Minnesota
$826K -$10.6M -252,803 -93%
MML Investors Services
14
MML Investors Services
Massachusetts
$631K +$13K +311 +2%
LPL Financial
15
LPL Financial
California
$611K -$57.5K -1,375 -8%
SPIA
16
Steward Partners Investment Advisory
New York
$553K +$50.1K +1,200 +10%
NFG
17
Nations Financial Group
Iowa
$542K
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$505K -$1.66M -39,763 -76%
SA
19
Sanctuary Advisors
Indiana
$487K +$488K +11,676 New
CL
20
CSS LLC
Illinois
$460K -$3.68M -88,136 -89%
SIA
21
Schechter Investment Advisors
Michigan
$360K
WAM
22
Wolverine Asset Management
Illinois
$355K -$1.2M -28,752 -77%
Invesco
23
Invesco
Georgia
$312K +$320K +7,668 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$274K -$72K -1,724 -20%
Comerica Bank
25
Comerica Bank
Texas
$260K

CTR Hedge Fund Activity: Q2 2024 in Review

42 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) for Q2 2024, worth a combined $45.7M — down 65% from $132M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of CTR and 3 opened new positions — a net loss of 9 holders — while 21 trimmed existing stakes and 6 added.

The largest buyer was Invesco, opening a new position worth an estimated $320K. The largest seller was Saba Capital Management, cutting an estimated $44.4M.

  • 42 institutional investors held ClearBridge MLP and Midstream Total Return Fund Inc. (CTR) as of Q2 2024, down from 52 in Q1 2024.
  • Funds reported $45.7M of ClearBridge MLP and Midstream Total Return Fund Inc. stock for Q2 2024, down 65% quarter-over-quarter.
  • 3 funds opened new ClearBridge MLP and Midstream Total Return Fund Inc. positions in Q2 2024 and 12 closed out, a net change of -9 holders.
  • The largest ClearBridge MLP and Midstream Total Return Fund Inc. buyer in Q2 2024 was Invesco, an estimated $320K added.
  • The largest ClearBridge MLP and Midstream Total Return Fund Inc. seller in Q2 2024 was Saba Capital Management, an estimated $44.4M sold.

Based on aggregated 13F filings for Q2 2024.