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EMO

ClearBridge Energy Midstream Opportunity Fund

75 hedge funds and large institutions have $193M invested in ClearBridge Energy Midstream Opportunity Fund in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

28% more capital invested

Capital invested by funds: $151M → $193M (+$42.2M)

6% more funds holding

Funds holding: 7175 (+4)

0.22% more ownership

Funds ownership: 5.29%5.51% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
27
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.25M +$141K +2,997 +13%
SIA
27
SeaBridge Investment Advisors
New Jersey
$1.05M +$43.8K +933 +4%
ClearBridge Investments
28
ClearBridge Investments
New York
$1.02M -$138K -2,936 -12%
RJA
29
Raymond James & Associates
Florida
$927K -$5.08K -108 -0.6%
CA
30
Cornerstone Advisors
North Carolina
$819K +$801K +17,052 New
US Bancorp
31
US Bancorp
Minnesota
$818K -$13K -277 -2%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$791K
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$665K +$452K +9,613 +227%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$627K +$52.4K +1,116 +9%
AC
35
Almitas Capital
California
$618K +$604K +12,860 New
Citigroup
36
Citigroup
New York
$533K -$173K -3,690 -25%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$520K +$509K +10,823 New
Geode Capital Management
38
Geode Capital Management
Massachusetts
$505K +$112K +2,392 +29%
LWAC
39
Laurel Wealth Advisors (California)
California
$490K -$13K -276 -3%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$452K +$442K +9,400 New
SI
41
Stephens Inc
Arkansas
$439K +$329 +7 +0.1%
Millennium Management
42
Millennium Management
New York
$320K -$34.9K -742 -10%
SPIA
43
Steward Partners Investment Advisory
New York
$312K +$19K +404 +7%
CAM
44
Concorde Asset Management
Michigan
$281K -$364K -7,757 -57%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$271K -$18.5K -394 -7%
Walleye Trading
46
Walleye Trading
New York
$263K +$257K +5,474 New
SJIC
47
St. James Investment Company
Texas
$255K +$12K +256 +5%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$252K +$4.51K +96 +2%
SAM
49
Stansberry Asset Management
Texas
$248K -$56.8K -1,208 -19%
BTS
50
BB&T Securities
Virginia
$222K -$10.6K -226 -5%

EMO Hedge Fund Activity: Q1 2019 in Review

75 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2019, worth a combined $193M — up 28% from $151M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EMO positions and 8 closed out — a net gain of 4 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was HBK Investments, adding an estimated $2.78M. The largest seller was Sit Investment Associates, cutting an estimated $6.28M.

  • 75 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2019, up from 71 in Q4 2018.
  • Funds reported $193M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2019, up 28% quarter-over-quarter.
  • 12 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2019 and 8 closed out, a net change of +4 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2019 was HBK Investments, an estimated $2.78M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2019 was Sit Investment Associates, an estimated $6.28M sold.

Based on aggregated 13F filings for Q1 2019.