EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

40 hedge funds and large institutions have $89.3M invested in ClearBridge Energy Midstream Opportunity Fund in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
14
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.03M
2
Ameriprise
Ameriprise
Minnesota
+$634K
3
LWAC
Laurel Wealth Advisors (California)
California
+$432K
4
TB
Terril Brothers
Missouri
+$318K
5
Bank of America
Bank of America
North Carolina
+$248K

Top Sellers

1
Invesco
Invesco
Georgia
-$746K
2
LPL Financial
LPL Financial
California
-$500K
3
SIA
Sit Investment Associates
Minnesota
-$488K
4
AA
Advisory Alpha
Michigan
-$456K
5
Citigroup
Citigroup
New York
-$355K
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
Stephens Inc
Arkansas
$189K +$26.8K +420 +17%
Creative Planning
27
Creative Planning
Kansas
$168K +$156K +2,440 +1,284%
Citigroup
28
Citigroup
New York
$155K -$355K -5,559 -70%
DWT
29
Dorsey & Whitney Trust
South Dakota
$136K +$3.26K +51 +2%
YWP
30
YorkBridge Wealth Partners
New York
$65K -$45.2K -700 -41%
NMC
31
Nine Masts Capital
Hong Kong
$57K +$57K +900 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$40K +$40K +630 New
AG
33
Advisor Group
Arizona
$20K +$18.8K +300 +1,500%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$16K -$12.3K -194 -43%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$14K – – –
BWA
36
BDO Wealth Advisors
Florida
$9K – – –
IA
37
IFP Advisors
Florida
$7K -$8.91K -140 -56%
FANJ
38
Financial Architects (New Jersey)
New Jersey
$6K – – –
NFG
39
Next Financial Group
Texas
$6K – – –
HWM
40
Holloway Wealth Management
Florida
$5K -$19K – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$2K +$2K +31 New
WT
42
Whittier Trust
California
$1K – – –
LPL Financial
43
LPL Financial
California
– -$500K -7,413 Closed
AA
44
Advisory Alpha
Michigan
– -$456K -6,769 Closed
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