ClearBridge Energy Midstream Opportunity Fund
40 hedge funds and large institutions have $95.5M invested in ClearBridge Energy Midstream Opportunity Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
6% more capital invested
Capital invested by funds: $90.2M → $95.5M (+$5.36M)
3% more funds holding
Funds holding: 39 → 40 (+1)
0.38% more ownership
Funds ownership: 4.17% → 4.55% (+0.38%)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.65M |
| 2 |
Morgan Stanley
New York
|
+$2.72M |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$1.77M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$586K |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$459K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.02M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.13M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$946K |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$614K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$593K |
EMO Hedge Fund Activity: Q1 2017 in Review
40 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2017, worth a combined $95.5M — up 5.9% from $90.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EMO positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $3.65M. The largest seller was Sit Investment Associates, cutting an estimated $3.02M.
- 40 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2017, up from 39 in Q4 2016.
- Funds reported $95.5M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2017, up 5.9% quarter-over-quarter.
- 6 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2017 and 4 closed out, a net change of +2 holders.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2017 was Ameriprise, an estimated $3.65M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2017 was Sit Investment Associates, an estimated $3.02M sold.
Based on aggregated 13F filings for Q1 2017.