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EMO

ClearBridge Energy Midstream Opportunity Fund
EMO

58 hedge funds and large institutions have $79.7M invested in ClearBridge Energy Midstream Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $60.5M → $79.7M (+$19.2M)

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

0.07% more ownership

Funds ownership: 31.43% → 31.5% (+0.07%)

0% more funds holding

Funds holding: 58 → 58 (0)

65% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 23

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
8
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$2.25M
2
ClearBridge Investments
ClearBridge Investments
New York
+$1.24M
3
Morgan Stanley
Morgan Stanley
New York
+$736K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$406K
5
AAM
Advisors Asset Management
Colorado
+$368K

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$1.83M
2
WAM
Wolverine Asset Management
Illinois
-$1.64M
3
QC
Quantedge Capital
Singapore
-$1.26M
4
RCM
Rivernorth Capital Management
Florida
-$669K
5
6M
6 Meridian
Kansas
-$470K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$453K +$411K +24,259 New
RJA
27
Raymond James & Associates
Florida
$449K -$174K -10,286 -30%
QPWM
28
Quadrant Private Wealth Management
Pennsylvania
$434K -$7.77K -459 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$407K -$82.1K -4,851 -18%
CF
30
Centaurus Financial
California
$403K – – –
KWM
31
Kingsview Wealth Management
Oregon
$312K -$660 -39 -0.2%
MIG
32
Mariner Investment Group
New York
$309K +$280K +16,550 New
UBS Group
33
UBS Group
Switzerland
$303K -$47.1K -2,781 -15%
Invesco
34
Invesco
Georgia
$249K -$93.4K -5,520 -29%
SPIA
35
Steward Partners Investment Advisory
New York
$243K +$38.6K +2,281 +21%
LWAC
36
Laurel Wealth Advisors (California)
California
$236K +$213K +12,608 New
TJHA
37
Thomas J. Herzfeld Advisors
Florida
$173K +$157K +9,254 New
US Bancorp
38
US Bancorp
Minnesota
$152K – – –
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$96K -$3.38K -200 -4%
FIA
40
FNY Investment Advisers
New York
$83K -$8.66K -512 -10%
Citigroup
41
Citigroup
New York
$41K -$2.49K -147 -6%
ICM
42
Islay Capital Management
Texas
$40K -$245K -14,501 -87%
CWC
43
Carolinas Wealth Consulting
North Carolina
$36K – – –
IAIM
44
International Assets Investment Management
Florida
$25K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$19K -$3.38K -200 -16%
KLWA
46
Kelly Lawrence W & Associates
California
$8K – – –
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$7K +$6.55K +387 New
CBT
48
CoreFirst Bank & Trust
Kansas
$6K – – –
EP
49
Eudaimonia Partners
Tennessee
$6K +$5.08K +300 New
SCA
50
Stonebridge Capital Advisors
Minnesota
$6K +$5.38K +318 New
1
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EMO Hedge Fund Activity: Q1 2021 in Review

58 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in ClearBridge Energy Midstream Opportunity Fund (EMO) for Q1 2021, worth a combined $79.7M — up 32% from $60.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EMO positions and 9 closed out — a net gain of 2 holders — while 8 added to existing stakes and 23 trimmed.

The largest buyer was Cornerstone Advisors, opening a new position worth an estimated $2.25M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $1.83M sold.

  • 58 institutional investors held ClearBridge Energy Midstream Opportunity Fund (EMO) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $79.7M of ClearBridge Energy Midstream Opportunity Fund stock for Q1 2021, up 32% quarter-over-quarter.
  • 11 funds opened new ClearBridge Energy Midstream Opportunity Fund positions in Q1 2021 and 9 closed out, a net change of +2 holders.
  • The largest ClearBridge Energy Midstream Opportunity Fund buyer in Q1 2021 was Cornerstone Advisors, an estimated $2.25M added.
  • The largest ClearBridge Energy Midstream Opportunity Fund seller in Q1 2021 was Curi RMB Capital, an estimated $1.83M sold.

Based on aggregated 13F filings for Q1 2021.