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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

73 hedge funds and large institutions have $205M invested in ClearBridge Energy Midstream Opportunity Fund in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

7% more capital invested

Capital invested by funds: $192M → $205M (+$13.3M)

6% more funds holding

Funds holding: 69 → 73 (+4)

0.65% more ownership

Funds ownership: 6.16% → 6.81% (+0.65%)

Holders
73
Holders Change
+4
Holders Change %
+5.8%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
15
Increased
28
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
+$9.9M
2
MGAM
McGowan Group Asset Management
Texas
+$9.75M
3
Morgan Stanley
Morgan Stanley
New York
+$5.11M
4
LCM
Landscape Capital Management
New Jersey
+$2.88M
5
KACA
Kayne Anderson Capital Advisors
California
+$2.22M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$5.83M
2
HI
HBK Investments
Texas
-$5.51M
3
WAM
Wolverine Asset Management
Illinois
-$3.59M
4
HighTower Advisors
HighTower Advisors
Illinois
-$3.15M
5
HHAM
HITE Hedge Asset Management
Massachusetts
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$1.12M +$180K +4,398 +20%
LPL Financial
27
LPL Financial
California
$995K +$125K +3,066 +15%
MIG
28
Mariner Investment Group
New York
$925K +$735K +18,000 +450%
RJA
29
Raymond James & Associates
Florida
$924K +$53.7K +1,314 +6%
CF
30
Centaurus Financial
California
$909K – – –
AC
31
Almitas Capital
California
$751K +$204K +5,000 +39%
SIA
32
SeaBridge Investment Advisors
New Jersey
$702K -$181K -4,436 -21%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$681K – – –
WAM
34
Wolverine Asset Management
Illinois
$611K -$3.59M -87,870 -86%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$555K -$201K -4,908 -27%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$495K -$71K -1,737 -13%
Citigroup
37
Citigroup
New York
$437K +$65K +1,591 +18%
Walleye Capital
38
Walleye Capital
New York
$434K +$210K +5,140 +99%
HighTower Advisors
39
HighTower Advisors
Illinois
$423K -$3.15M -77,022 -88%
ICM
40
Islay Capital Management
Texas
$411K +$399K +9,765 New
LWAC
41
Laurel Wealth Advisors (California)
California
$388K -$59.2K -1,449 -14%
SI
42
Stephens Inc
Arkansas
$385K +$368 +9 +0.1%
SPIA
43
Steward Partners Investment Advisory
New York
$379K +$18.8K +461 +5%
US Bancorp
44
US Bancorp
Minnesota
$363K -$343K -8,393 -49%
SJIC
45
St. James Investment Company
Texas
$305K -$10.1K -246 -3%
Walleye Trading
46
Walleye Trading
New York
$263K +$40.9K +1,000 +19%
KWM
47
Kingsview Wealth Management
Oregon
$248K +$241K +5,886 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$179K -$58.4K -1,430 -25%
SAM
49
Stansberry Asset Management
Texas
$174K +$8.17K +200 +5%
Truist Financial
50
Truist Financial
North Carolina
$173K +$168K +4,113 New
1
2
3 4

EMO Hedge Fund Activity: Q4 2019 in Review

73 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2019, worth a combined $205M — up 6.9% from $192M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EMO positions and 10 closed out — a net gain of 5 holders — while 28 added to existing stakes and 21 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $9.9M. The largest seller was UBS Group, cutting an estimated $5.83M.

  • 73 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2019, up from 69 in Q3 2019.
  • Funds reported $205M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2019, up 6.9% quarter-over-quarter.
  • 15 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2019 and 10 closed out, a net change of +5 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2019 was City of London Investment Management, an estimated $9.9M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2019 was UBS Group, an estimated $5.83M sold.

Based on aggregated 13F filings for Q4 2019.