ClearBridge Energy Midstream Opportunity Fund
37 hedge funds and large institutions have $84.5M invested in ClearBridge Energy Midstream Opportunity Fund in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 4 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
0.04% less ownership
Funds ownership: 4.49% → 4.45% (-0.04%)
5% less capital invested
Capital invested by funds: $89.3M → $84.5M (-$4.79M)
8% less funds holding
Funds holding: 40 → 37 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.42M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.55M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$983K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$733K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.83M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.38M |
| 3 |
Cohen & Steers
New York
|
-$914K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$303K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$239K |
EMO Hedge Fund Activity: Q3 2017 in Review
37 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q3 2017, worth a combined $84.5M — down 5.4% from $89.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of EMO and 1 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 16 added.
The largest buyer was Royal Bank of Canada, adding an estimated $2.42M. The largest seller was Morgan Stanley, cutting an estimated $3.83M.
- 37 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q3 2017, down from 40 in Q2 2017.
- Funds reported $84.5M of ClearBridge Energy Midstream Opportunity Fund stock for Q3 2017, down 5.4% quarter-over-quarter.
- 1 fund opened new ClearBridge Energy Midstream Opportunity Fund positions in Q3 2017 and 4 closed out, a net change of -3 holders.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q3 2017 was Royal Bank of Canada, an estimated $2.42M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q3 2017 was Morgan Stanley, an estimated $3.83M sold.
Based on aggregated 13F filings for Q3 2017.