ClearBridge Energy Midstream Opportunity Fund
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.
90% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 10
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
2% more funds holding
Funds holding: 43 → 44 (+1)
0.27% more ownership
Funds ownership: 4.71% → 4.98% (+0.27%)
12% less capital invested
Capital invested by funds: $89.7M → $79.2M (-$10.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.97M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.91M |
| 3 |
Goldman Sachs
New York
|
+$1.39M |
| 4 |
Morgan Stanley
New York
|
+$1.38M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.27M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$863K |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$331K |
| 4 |
OFG
OTA Financial Group
Purchase,
New York
|
-$256K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$230K |
EMO Hedge Fund Activity: Q1 2018 in Review
44 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2018, worth a combined $79.2M — down 12% from $89.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EMO positions and 4 closed out — a net gain of 1 holder — while 19 added to existing stakes and 10 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.97M. The largest seller was Bank of America, cutting an estimated $3.27M.
- 44 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2018, up from 43 in Q4 2017.
- Funds reported $79.2M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2018, down 12% quarter-over-quarter.
- 5 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2018 and 4 closed out, a net change of +1 holder.
- The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2018 was Royal Bank of Canada, an estimated $1.97M added.
- The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2018 was Bank of America, an estimated $3.27M sold.
Based on aggregated 13F filings for Q1 2018.