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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

66 hedge funds and large institutions have $30.3M invested in ClearBridge Energy Midstream Opportunity Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

0.3% less ownership

Funds ownership: 6.81% → 6.51% (-0.3%)

10% less funds holding

Funds holding: 73 → 66 (-7)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

85% less capital invested

Capital invested by funds: $205M → $30.3M (-$175M)

100% less funds holding in top 10

Funds holding in top 10: 3 → 0 (-3)

Holders
66
Holders Change
-7
Holders Change %
-9.59%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
21
Reduced
21
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
Aristides Capital
Kentucky
+$6.66M
2
LCM
Landscape Capital Management
New Jersey
+$5.98M
3
MC
Matisse Capital
Oregon
+$5.08M
4
UBS Group
UBS Group
Switzerland
+$2.98M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$7.24M
2
SEIA
Signature Estate & Investment Advisors
California
-$5.58M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$4.55M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.65M
5
PTP
Platform Technology Partners
New York
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
26
Centaurus Financial
California
$141K – – –
DA
27
Doliver Advisors
Texas
$130K +$243K +7,758 +195%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$116K +$146K +4,660 +35%
SIA
29
SeaBridge Investment Advisors
New Jersey
$112K +$18.2K +582 +3%
6M
30
6 Meridian
Kansas
$108K -$994K -31,710 -66%
Osaic Holdings
31
Osaic Holdings
Arizona
$107K +$517K +16,491 New
HighTower Advisors
32
HighTower Advisors
Illinois
$77K +$57.1K +1,823 +18%
RJA
33
Raymond James & Associates
Florida
$74K -$333K -10,621 -48%
CRC
34
Curi RMB Capital
Illinois
$72K -$676K -21,566 -66%
SPIA
35
Steward Partners Investment Advisory
New York
$65K +$33.1K +1,055 +12%
ICM
36
Islay Capital Management
Texas
$60K -$17.6K -561 -6%
SI
37
Stephens Inc
Arkansas
$60K +$345 +11 +0.1%
Citigroup
38
Citigroup
New York
$59K -$42.2K -1,346 -13%
US Bancorp
39
US Bancorp
Minnesota
$56K – – –
AGM
40
Alpine Global Management
New York
$55K +$263K +8,393 New
SCM
41
Shelton Capital Management
Colorado
$55K +$263K +8,400 New
FNT
42
First Nebraska Trust
Nebraska
$52K +$251K +8,000 New
Truist Financial
43
Truist Financial
North Carolina
$41K +$69.7K +2,225 +54%
RJT
44
Raymond James Trust
Florida
$35K +$86K +2,743 +104%
LPL Financial
45
LPL Financial
California
$27K -$611K -19,486 -82%
Citadel Advisors
46
Citadel Advisors
Florida
$25K +$120K +3,835 New
FFG
47
Ford Financial Group
California
$23K +$37.6K +1,200 +50%
SEIA
48
Signature Estate & Investment Advisors
California
$20K -$5.58M -178,024 -98%
MC
49
Moors & Cabot
Massachusetts
$18K +$92.6K +2,954 New
TSS
50
Two Sigma Securities
New York
$17K +$82.7K +2,640 New
1
2
3 4

EMO Hedge Fund Activity: Q1 2020 in Review

66 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2020, worth a combined $30.3M — down 85% from $205M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EMO and 15 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was Aristides Capital, opening a new position worth an estimated $6.66M. The largest seller was Morgan Stanley, cutting an estimated $7.24M.

  • 66 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2020, down from 73 in Q4 2019.
  • Funds reported $30.3M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2020, down 85% quarter-over-quarter.
  • 15 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2020 and 20 closed out, a net change of -5 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2020 was Aristides Capital, an estimated $6.66M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2020 was Morgan Stanley, an estimated $7.24M sold.

Based on aggregated 13F filings for Q1 2020.