We are live on ! Find out more
EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

58 hedge funds and large institutions have $60.5M invested in ClearBridge Energy Midstream Opportunity Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more capital invested

Capital invested by funds: $36.3M → $60.5M (+$24.2M)

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

7% more funds holding

Funds holding: 54 → 58 (+4)

2.42% more ownership

Funds ownership: 29.02% → 31.43% (+2.4%)

58% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 24

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
10
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$5.94M
2
MC
Matisse Capital
Oregon
+$3.49M
3
WAM
Wolverine Asset Management
Illinois
+$1.49M
4
Morgan Stanley
Morgan Stanley
New York
+$1.08M
5
AC
Almitas Capital
California
+$983K

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$3.23M
2
UBS Group
UBS Group
Switzerland
-$2.87M
3
LCM
Landscape Capital Management
New Jersey
-$2.22M
4
TB
Terril Brothers
Missouri
-$757K
5
CA
Cornerstone Advisors
North Carolina
-$527K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$357K -$12K -1,016 -4%
COLIM
27
City of London Investment Management
United Kingdom
$349K -$3.23M -272,913 -91%
QPWM
28
Quadrant Private Wealth Management
Pennsylvania
$318K -$8.41K -711 -3%
PTP
29
Platform Technology Partners
New York
$304K -$5.51K -466 -2%
CF
30
Centaurus Financial
California
$290K – – –
UBS Group
31
UBS Group
Switzerland
$255K -$2.87M -242,798 -93%
Invesco
32
Invesco
Georgia
$253K -$45.6K -3,851 -17%
ICM
33
Islay Capital Management
Texas
$224K +$74.9K +6,333 +61%
KWM
34
Kingsview Wealth Management
Oregon
$221K -$31.5K -2,663 -14%
Millennium Management
35
Millennium Management
New York
$179K -$78.6K -6,641 -33%
HighTower Advisors
36
HighTower Advisors
Illinois
$156K -$5.94K -502 -4%
SPIA
37
Steward Partners Investment Advisory
New York
$144K -$7.44K -629 -6%
US Bancorp
38
US Bancorp
Minnesota
$110K – – –
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$71K +$8.4K +710 +15%
FIA
40
FNY Investment Advisers
New York
$67K +$59.2K +5,000 New
TRCT
41
Tower Research Capital (TRC)
New York
$37K +$30.6K +2,586 +1,503%
Citigroup
42
Citigroup
New York
$31K -$16.8K -1,421 -38%
CWC
43
Carolinas Wealth Consulting
North Carolina
$26K – – –
IAIM
44
International Assets Investment Management
Florida
$25K +$22.1K +1,864 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$17K +$2.37K +200 +19%
AWG
46
Altus Wealth Group
Colorado
$12K +$10.6K +897 New
KLWA
47
Kelly Lawrence W & Associates
California
$6K – – –
NFSG
48
Newbridge Financial Services Group
Florida
$4K – – –
TWM
49
Tradition Wealth Management
Minnesota
$4K +$3.14K +265 New
CBT
50
CoreFirst Bank & Trust
Kansas
$4K +$3.6K +304 New
1
2
3

EMO Hedge Fund Activity: Q4 2020 in Review

58 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q4 2020, worth a combined $60.5M — up 67% from $36.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EMO positions and 9 closed out — a net gain of 4 holders — while 10 added to existing stakes and 24 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $5.94M. The largest seller was City of London Investment Management, cutting an estimated $3.23M.

  • 58 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q4 2020, up from 54 in Q3 2020.
  • Funds reported $60.5M of ClearBridge Energy Midstream Opportunity Fund stock for Q4 2020, up 67% quarter-over-quarter.
  • 13 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q4 2020 and 9 closed out, a net change of +4 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q4 2020 was Rivernorth Capital Management, an estimated $5.94M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q4 2020 was City of London Investment Management, an estimated $3.23M sold.

Based on aggregated 13F filings for Q4 2020.