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EMO

ClearBridge Energy Midstream Opportunity Fund

57 hedge funds and large institutions have $51.3M invested in ClearBridge Energy Midstream Opportunity Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more capital invested

Capital invested by funds: $30.3M → $51.3M (+$21M)

0.44% less ownership

Funds ownership: 6.51%6.07% (-0.44%)

14% less funds holding

Funds holding: 6657 (-9)

40% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 25

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
57
Holders Change
-9
Holders Change %
-13.64%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
25
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$297K -$27.2K -2,339 -9%
PTP
27
Platform Technology Partners
New York
$291K -$82.6K -7,110 -22%
Walleye Trading
28
Walleye Trading
New York
$278K +$273K +23,535 New
CF
29
Centaurus Financial
California
$255K -$523 -45 -0.2%
KWM
30
Kingsview Wealth Management
Oregon
$241K -$53.7K -4,620 -18%
SIA
31
SeaBridge Investment Advisors
New Jersey
$199K -$4.53K -390 -2%
Osaic Holdings
32
Osaic Holdings
Arizona
$189K -$5.08K -437 -3%
CRC
33
Curi RMB Capital
Illinois
$172K +$41.5K +3,572 +32%
SPIA
34
Steward Partners Investment Advisory
New York
$134K +$14.6K +1,260 +13%
SI
35
Stephens Inc
Arkansas
$108K +$81 +7 +0.1%
SCM
36
Shelton Capital Management
Colorado
$99K
US Bancorp
37
US Bancorp
Minnesota
$96K -$5.44K -468 -5%
FNT
38
First Nebraska Trust
Nebraska
$94.4K
EWM
39
Edge Wealth Management
New York
$83K +$81.3K +7,000 New
DA
40
Doliver Advisors
Texas
$78K -$59.5K -5,122 -44%
IAIM
41
International Assets Investment Management
Florida
$67K +$66.2K +5,698 New
Citigroup
42
Citigroup
New York
$60K -$46.2K -3,981 -44%
BRWA
43
B. Riley Wealth Advisors
Florida
$59K +$57.8K +4,976 New
Truist Financial
44
Truist Financial
North Carolina
$50K -$24.9K -2,140 -34%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$50K +$46.5K +4,000 +2,000%
VF
46
Virtu Financial
New York
$46K +$44.9K +3,865 New
LPL Financial
47
LPL Financial
California
$45K -$4.4K -379 -9%
FFG
48
Ford Financial Group
California
$42K
RJT
49
Raymond James Trust
Florida
$38K -$24.9K -2,143 -40%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$12K +$8.1K +697 +207%

EMO Hedge Fund Activity: Q2 2020 in Review

57 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q2 2020, worth a combined $51.3M — up 69% from $30.3M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of EMO and 9 opened new positions — a net loss of 9 holders — while 25 trimmed existing stakes and 15 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $1.6M. The largest seller was Morgan Stanley, cutting an estimated $1.45M.

  • 57 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q2 2020, down from 66 in Q1 2020.
  • Funds reported $51.3M of ClearBridge Energy Midstream Opportunity Fund stock for Q2 2020, up 69% quarter-over-quarter.
  • 9 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q2 2020 and 18 closed out, a net change of -9 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q2 2020 was Rivernorth Capital Management, an estimated $1.6M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q2 2020 was Morgan Stanley, an estimated $1.45M sold.

Based on aggregated 13F filings for Q2 2020.