EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

Overview Fund Activity

71 hedge funds and large institutions have $151M invested in ClearBridge Energy Midstream Opportunity Fund in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 33 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+29
Holders Change %
+69.05%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
30
Increased
33
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$16.6M
2
MGAM
McGowan Group Asset Management
Texas
+$11.3M
3
UBS Group
UBS Group
Switzerland
+$6.51M
4
SEIA
Signature Estate & Investment Advisors
California
+$5.86M
5
SIA
Sit Investment Associates
Minnesota
+$5.2M

Top Sellers

1
QPWM
Quadrant Private Wealth Management
Pennsylvania
-$2.44M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$69.7K
3
SIA
SeaBridge Investment Advisors
New Jersey
-$42.8K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$32.6K
5
BTS
BB&T Securities
Virginia
-$21.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
26
SeaBridge Investment Advisors
New Jersey
$820K -$42.8K -1,096 -5%
CRC
27
Curi RMB Capital
Illinois
$771K +$771K +19,754 New
RJA
28
Raymond James & Associates
Florida
$757K +$415K +10,644 +122%
US Bancorp
29
US Bancorp
Minnesota
$675K +$162K +4,150 +32%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$643K +$210K +5,375 +48%
WAM
31
Weiss Asset Management
Massachusetts
$594K +$594K +15,216 New
Citigroup
32
Citigroup
New York
$577K +$303K +7,758 +110%
CAM
33
Concorde Asset Management
Michigan
$538K +$538K +13,546 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$466K +$457K +11,722 +5,377%
LWAC
35
Laurel Wealth Advisors (California)
California
$408K +$47.3K +1,214 +13%
SI
36
Stephens Inc
Arkansas
$356K +$16K +410 +5%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$317K +$317K +8,129 New
Millennium Management
38
Millennium Management
New York
$289K +$289K +7,410 New
DA
39
Doliver Advisors
Texas
$277K +$113K +2,902 +69%
SAM
40
Stansberry Asset Management
Texas
$248K +$248K +6,361 New
SPIA
41
Steward Partners Investment Advisory
New York
$237K +$229K +5,894 +2,947%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$235K -$32.6K -837 -12%
OFG
43
OTA Financial Group
New York
$206K +$206K +5,301 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$201K -$69.7K -1,784 -26%
SJIC
45
St. James Investment Company
Texas
$197K +$197K +5,045 New
CCP
46
Clough Capital Partners
Massachusetts
$192K +$192K +4,920 New
BTS
47
BB&T Securities
Virginia
$189K -$21.7K -556 -10%
AG
48
Advisor Group
Arizona
$177K +$32.6K +836 +23%
TSS
49
Two Sigma Securities
New York
$169K +$169K +4,334 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$165K +$165K +4,227 New
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