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EMO

ClearBridge Energy Midstream Opportunity Fund

43 hedge funds and large institutions have $89.7M invested in ClearBridge Energy Midstream Opportunity Fund in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

16% more funds holding

Funds holding: 3743 (+6)

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

6% more capital invested

Capital invested by funds: $84.5M → $89.7M (+$5.16M)

0.26% more ownership

Funds ownership: 4.45%4.71% (+0.26%)

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
16
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$294K +$35.1K +629 +14%
Citigroup
27
Citigroup
New York
$264K -$5.46K -98 -2%
OFG
28
OTA Financial Group
New York
$256K +$242K +4,347 New
MFW
29
Mosaic Family Wealth
Missouri
$232K -$13.8K -247 -6%
AG
30
Advisor Group
Arizona
$176K +$149K +2,677 +892%
Creative Planning
31
Creative Planning
Kansas
$155K
Millennium Management
32
Millennium Management
New York
$139K +$131K +2,352 New
DWT
33
Dorsey & Whitney Trust
South Dakota
$133K +$3.62K +65 +3%
TSS
34
Two Sigma Securities
New York
$130K +$123K +2,198 New
FFG
35
Ford Financial Group
California
$126K +$112K +2,000 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$66K +$27.2K +487 +77%
YWP
37
YorkBridge Wealth Partners
New York
$55K
ClearBridge Investments
38
ClearBridge Investments
New York
$51K -$127K -2,280 -73%
SWM
39
SeaCrest Wealth Management
New York
$26K +$24.3K +436 New
BFEC
40
Benjamin F. Edwards & Company
Missouri
$16K +$446 +8 +3%
PCA
41
Providence Capital Advisors
North Carolina
$15K +$13.9K +250 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$13K +$56 +1 +0.5%
SWP
43
Stratos Wealth Partners
Ohio
$13K +$12.4K +223 New
IA
44
IFP Advisors
Florida
$4K -$2.79K -50 -45%
Stifel Financial
45
Stifel Financial
Missouri
-$319K -5,263 Closed
ST
46
Smithfield Trust
Pennsylvania
-$18K -300 Closed
FANJ
47
Financial Architects (New Jersey)
New Jersey
-$6K -102 Closed
NFG
48
Next Financial Group
Texas
-$6K -100 Closed

EMO Hedge Fund Activity: Q4 2017 in Review

43 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2017, worth a combined $89.7M — up 6.1% from $84.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EMO positions and 4 closed out — a net gain of 6 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was McGowan Group Asset Management, opening a new position worth an estimated $8.8M. The largest seller was Bank of America, cutting an estimated $4.43M.

  • 43 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2017, up from 37 in Q3 2017.
  • Funds reported $89.7M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2017, up 6.1% quarter-over-quarter.
  • 10 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2017 and 4 closed out, a net change of +6 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2017 was McGowan Group Asset Management, an estimated $8.8M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2017 was Bank of America, an estimated $4.43M sold.

Based on aggregated 13F filings for Q4 2017.