ClearBridge Energy Midstream Opportunity Fund
36 hedge funds and large institutions have $128M invested in ClearBridge Energy Midstream Opportunity Fund in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 7 closing their positions.
0.15% less ownership
Funds ownership: 4.1% → 3.95% (-0.15%)
8% less funds holding
Funds holding: 39 → 36 (-3)
14% less capital invested
Capital invested by funds: $150M → $128M (-$21.5M)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.68M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$894K |
| 3 |
OFG
OTA Financial Group
Purchase,
New York
|
+$791K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$438K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$347K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2.56M |
| 2 |
Morgan Stanley
New York
|
-$1.93M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.68M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.15M |
| 5 |
SG Americas Securities
New York
|
-$811K |
EMO Hedge Fund Activity: Q1 2015 in Review
36 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2015, worth a combined $128M — down 14% from $150M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of EMO and 4 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 7 added.
The largest buyer was Guggenheim Capital, adding an estimated $1.68M. The largest seller was Cornerstone Advisors, cutting an estimated $2.56M.
- 36 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2015, down from 39 in Q4 2014.
- Funds reported $128M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2015, down 14% quarter-over-quarter.
- 4 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2015 and 7 closed out, a net change of -3 holders.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2015 was Guggenheim Capital, an estimated $1.68M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2015 was Cornerstone Advisors, an estimated $2.56M sold.
Based on aggregated 13F filings for Q1 2015.