ClearBridge Energy Midstream Opportunity Fund
39 hedge funds and large institutions have $90.2M invested in ClearBridge Energy Midstream Opportunity Fund in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 0 closing their positions.
30% more funds holding
Funds holding: 30 → 39 (+9)
0.05% more ownership
Funds ownership: 4.12% → 4.17% (+0.05%)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
0% less capital invested
Capital invested by funds: $90.4M → $90.2M (-$209K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TB
Terril Brothers
St. Louis,
Missouri
|
+$2.55M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.34M |
| 3 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
+$1.31M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$778K |
| 5 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$606K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.83M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.79M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$1.21M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$426K |
EMO Hedge Fund Activity: Q4 2016 in Review
39 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2016, worth a combined $90.2M — down 0.23% from $90.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EMO positions and 0 closed out — a net gain of 9 holders — while 13 added to existing stakes and 13 trimmed.
The largest buyer was Terril Brothers, adding an estimated $2.55M. The largest seller was Morgan Stanley, cutting an estimated $1.83M.
- 39 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2016, up from 30 in Q3 2016.
- Funds reported $90.2M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2016, down 0.23% quarter-over-quarter.
- 9 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2016 and 0 closed out, a net change of +9 holders.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2016 was Terril Brothers, an estimated $2.55M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2016 was Morgan Stanley, an estimated $1.83M sold.
Based on aggregated 13F filings for Q4 2016.