EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

44 hedge funds and large institutions have $79.2M invested in ClearBridge Energy Midstream Opportunity Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.65M
2
UBS Group
UBS Group
Switzerland
+$1.61M
3
Goldman Sachs
Goldman Sachs
New York
+$1.17M
4
Morgan Stanley
Morgan Stanley
New York
+$1.16M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$928K

Top Sellers

1
QPWM
Quadrant Private Wealth Management
Pennsylvania
-$2.94M
2
Bank of America
Bank of America
North Carolina
-$2.75M
3
DA
Doliver Advisors
Texas
-$724K
4
WAM
Weiss Asset Management
Massachusetts
-$279K
5
OFG
OTA Financial Group
New York
-$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
26
D.A. Davidson & Co
Montana
$204K -$41K -834 -17%
DA
27
Doliver Advisors
Texas
$159K -$724K -14,778 -82%
MFW
28
Mosaic Family Wealth
Missouri
$159K -$33.7K -687 -17%
QCIG
29
Quad-Cities Investment Group
Iowa
$159K +$159K +3,240 New
MA
30
MUFG Americas
New York
$147K +$147K +3,000 New
AG
31
Advisor Group
Arizona
$146K – – –
Creative Planning
32
Creative Planning
Kansas
$129K – – –
WAM
33
Weiss Asset Management
Massachusetts
$113K -$279K -5,660 -71%
FFG
34
Ford Financial Group
California
$101K +$2.94K +60 +3%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$55K – – –
YWP
36
YorkBridge Wealth Partners
New York
$47K – – –
ClearBridge Investments
37
ClearBridge Investments
New York
$42K – – –
SWM
38
SeaCrest Wealth Management
New York
$22K +$396 +8 +2%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$13K +$378 +8 +3%
PCA
40
Providence Capital Advisors
North Carolina
$12K – – –
SWP
41
Stratos Wealth Partners
Ohio
$11K – – –
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$11K +$102 +2 +0.9%
AF
43
Advisornet Financial
Minnesota
$5K +$5K +100 New
IA
44
IFP Advisors
Florida
$4K – – –
OFG
45
OTA Financial Group
New York
– -$256K -4,347 Closed
Millennium Management
46
Millennium Management
New York
– -$139K -2,352 Closed
DWT
47
Dorsey & Whitney Trust
South Dakota
– -$133K -2,250 Closed
TSS
48
Two Sigma Securities
New York
– -$130K -2,198 Closed
1
2